How to Add Pay Types

The Pay Types desktop is where pay type information is configured in OnTarget.  Pay types define and control the way that employees or contractors get paid through OnTarget.  With pay types, the parameters for tax handling,…

Clients: Search & Filters

The client search grid is where users can search for particular clients using filters to restrict the search results.  The various filters that can be used to restrict the client search grid are explained below.  Note: …

Clients – General

  The General section of the Clients Desktop is where users can add client demographics , contacts, and insurance information.  This information may then be used by other modules to determine key information about a client. …

Clients – General: Contacts

All pertinent contact information should be entered under this tab. (To make edits to an existing contact, click to highlight the contact in the list view). To add a contact, click on the "+ Add Contact"…

Configure Desktop

System configuration for each individual company is set up and managed under the Configure Desktop.  User id's are established, roles are defined, validations are managed, and the level of exposure to various parts of the system…

Clients: Reports & Exports

By clicking on the "edit client" icon, users are taken directly to the client record for viewing or editing.      By clicking on the "view report" icon, users are presented with a print-friendly version of the client…

Clients Desktop – Clients

 The client record is created and managed under the Clients Desktop.  After clicking on the clients icon, users are presented with the client search screen.  The clients displayed in the grid are based upon security settings…

How to Add Pay Disbursements

The Pay Disbursements desktop is where pay disbursement information is configured in OnTarget for the purpose of processing payroll.  These configurations ultimately control the method by which employees or contractors get paid through OnTarget.  Here, institution…

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