Skip to main content

Payroll Settings in PDI CStore Essentials

Configure payroll tax rates, time zones, and pay stub options for accurate payroll processing

Updated over 2 weeks ago

Overview

The Payroll Settings page allows you to configure essential payroll parameters including tax rates, time zones, expense categories, and pay stub formatting. These settings ensure accurate payroll calculations and proper time tracking for your employees.

Step-by-Step Process

  1. Log in to your CStore Essentials Web Account


2. Navigate to the Payroll Section

  • On the left side of the screen, click on the Payroll option

  • Next click on the Settings button


3. Store's Payroll Settings

Payroll Tax Rates

Required Tax Rate Configuration

Enter the following tax rates based on your state and federal requirements:

Tax Type

Field

Notes

Social Security

Enter rate as percentage (e.g., 6.25)

Standard federal rate is typically 6.2%

Medicare

Enter rate as percentage (e.g., 1.4)

Standard federal rate is typically 1.45%

Federal Unemployment

Enter rate as percentage (e.g., 0.6)

Varies by employer; typically 0.6% - 6.0%

State Unemployment

Enter rate as percentage (e.g., 3)

Varies by state - check your state regulations

⚠️ Important: Payroll tax rates must be entered accurately. If you are uncertain about applicable federal or state tax rates, consult a qualified accountant or payroll service provider. Incorrect entries may lead to tax filing errors.


Time Zone Settings

How to Update Your Time Zone

Correct time zone configuration ensures accurate time-stamping for employee clock-ins, clock-outs, payroll calculations and reporting. By default, the system sets the time zone to Central Time, but you can change it to match your store's location.

Steps:

  1. Locate the Time zone dropdown in Payroll Settings

  2. Select your store's time zone from the list

    • Example: (GMT-06:00) Central Time (US & Canada)

  3. Click Update Settings at the bottom to save

💡 Tip: Verify your time zone is correct by checking the timestamp on a recent employee clock-in record.


Payweek Start Day

Select which day your payroll week begins:

Default Setting: Monday

Available Options: Any day of the week (Monday through Sunday)

Purpose:

  • Determines how work days are calculated and grouped for paycheck settlement

  • Establishes the weekly boundary for overtime calculations and time tracking

  • Aligns payroll cycles with your business operations and scheduling

Automated Pay Period Generation:

  • After processing your initial paycheck settlement, the system automatically generates all subsequent pay periods

  • Future pay periods follow the same cycle pattern established by your first payroll run

  • Eliminates manual date entry for recurring payroll processing

Individual Employee Customization:

  • Next payroll period start date can be customized for individual employees

  • Access this setting under each Employee Profile

  • Useful for new hires, employees with different pay schedules, or mid-period adjustments

  • Individual settings override the default pay cycle for that specific employee only


💡 Note: Choose your payweek start day carefully—it establishes the foundation for all automated payroll cycles and affects overtime calculations.


Payroll Expense Category

Choose how payroll expenses are categorized in your accounting:

  • Default: "Payroll" expense category

  • Customizable: Select an alternative category from dropdown if you use different accounting classifications

  • This affects how payroll costs appear in financial reports

When to Change:

  • If your accounting system uses specific expense codes

  • If you need to separate payroll by department or location

  • If required by your bookkeeping or tax preparation process


Show Overtime Breakdown on Pay Stub

Control whether printed pay stubs display detailed overtime calculations:

  • No (Default): Pay stubs show total hours and pay

  • Yes: Pay stubs break down regular hours vs. overtime hours separately

Recommended for:

  • States requiring detailed pay stub disclosures

  • Employees who frequently work overtime

  • Better transparency in wage calculations


Employee Clock-In Portal

Link for Employee Clock-In

This section provides a secure URL for employees to clock in and out remotely.

How to Set Up Employee Clock-In Access:

  1. Locate the Link for employee clockin text box

  2. The pre-generated URL will appear in this format:

    https://secure.cstorepro.com/EmaginePETCOSM/Login_Auto.aspx?
    Username=XXXXX&Password=XXXXX
  3. To Copy the Link:

    • Click on text area

    • Ctrl+A to select All

    • Ctrl+C to Copy

    • * then bookmark the copied link.
      this link will be the new portal for your employee to clockIn

  4. Open and Test the Link

    • Open a new web browser tab on your Computer(Chrome, Firefox, or Edge)

    • Paste the link into the address bar using Ctrl+V (Windows)

    • Press Enter to navigate to the page

    • Verify the employee clock-in portal loads correctly

  5. Bookmark the Portal

    • Press Ctrl+D (Windows) or Cmd+D (Mac), then click "Done/Save"

  6. For more details on How to Create an Employee Clock In - Clock Out Shortcut, refer link below:

*Click Reset button to generate a new secure link (if needed)


Saving Your Changes

After making any adjustments to payroll settings:

  1. Review all entered values for accuracy

  2. Click the blue Update Settings button at the bottom of the page

⚠️ Changes take effect immediately - ensure all values are correct before saving.


Frequently Asked Questions

Is entering the Social Security Number mandatory when adding employees?

  • No, entering the last four digits is optional.

Where do I find the Clock In/Out link?

  • The link can be found on the Payroll>Settings page in your PDI C-Store Essentials account.

What should I do if I do not know the correct tax rate?

  • Consult your accountant or payroll provider to obtain the correct tax rate for your state.

Why is the default time zone set to Central Time?

  • The system defaults to Central Time upon store creation.

  • You can adjust this setting to match your store’s local time zone.

Can I update the time zone after setting it initially?

  • Yes, you can update the time zone at any time by following the steps outlined above.

Does changing the time zone affect existing payroll data?

  • No, updating the time zone only affects payroll moving forward.

  • Historical payroll data will remain unchanged.

Did this answer your question?