In this article we will go over the 2 steps of how to create a Database in Vault.
How to Create a Database in Vault - Step 1
To create a database in Vault (step 1):
1. Log into the Citrix Platform at https://online.valiant.com/Citrix/AccessPlatform/auth/login.aspx and enter your Username and Password, then click Log In
2. Make sure your Icons on the top of the page are grayed out which means you are only viewing folders
3. On your keyboard press Ctrl F to open the search box and type Support.
A folder called Support Tools will appear on the left hand side.
Double click on the Support Tools Folder
4. Click on Database Creation Utilities
5. Choose the Database Creation Utility – SQLxx that the Company is going to be created under.
6. Click on the Launch.ica that appears at the bottom left hand side of the screen
7. Click Permit all access
8. The Database Name should be the Client Name
NOTE: The Project Manager will provide this information
9. The Number of Employees should be 99
10. Click the Check box for Vision Client and Vault Client
11. Client No: should be the first 3 initials of the client name and the first 3 digits of the address.
For example:
Company Name – Client Name
Company Address – 123 ABC Street, Disneyland, FL 55555
Client No: – CLI123
12. In Company enter the Customers Full Name
13. Enter the Client Address, Country, Phone number, and Fax number (if applicable)
NOTE: The Copy from existing Client check box should ONLY be checked off when you are creating BOTH Vision and Vault.
14. Click on the Drop Down Arrow under Existing Client and choose Implementations Copy
15. Click the Check Box for:
Copy Earnings
Copy Deductions
Copy Taxes
16. Click Create to create your Database.
NOTE: An error message may pop up. If it does, just click OK.
17. You will receive a Valiant message stating your Database has been successfully created, click Ok
18. Click Exit
How to Create a Database in Vault - Step 2
To create a database in Vault (step 2):
1. Go back to the Citrix Access Platform and click Up.
This is the Back Button
2. Click Up again
3. In the Search box type Vault and double click on the folder that says Vault Applications
4. Choose the number server that you created the Database on.
The Sequel number should match the VPS-xx – PS4
5. Click on the Launch.ica that appears at the bottom left hand side of the screen
6. Click Permit all access
7. A pop up message with the number of sequel you want to open will appear, click Ok
8. Click on Vault
9. In the Client No: section below type in the name of the client you just created the database for and double click on the line item to open it
10. Click on the icon for Division Master
11. Click the White Paper Icon which is New.
Enter the below information:
- Federal EIN – Should match the 941
- Corporate Name – This name should match the name you used when creating the Database
- Trade Name – This name should match the name you use above
- Address – The address should match the 941
- City – The city should match the 941
- State – The state should match the 941
- Zip – The zip should match the 941
12. Click on Tax Settings and enter the below information:
- Federal Filer – Choose 941
- Tax Service Vendor – Click the drop down and choose the appropriate option
- PSD Tax Collector – Click the drop down and choose the appropriate option
- Account Number – Enter the account number if applicable
13. Click on Other Settings and enter the below information:
- Consolidated EIN – Enter the EIN that from the 941
- Group Name – Enter the company name that you entered on the Federal EIN Info tab
- Workers Comp – Check this box if applicable
- Commuter Benefit – Check this box if applicable
14. Click on Contact and enter the below information:
- First Name – Client contact First Name
- Last Name – Client contact Last Name
- Phone Number – Client contact Phone Number
- Fax Number – Client contact Fax Number
- Email Address – Client contact Email Address
15. Click Save to save the Division/EIN
16. Click the Divisions button
17. Enter in the below information under the Division Info Tab:
- Division No – Enter in the clients Division Name
- For Example – Division No = NY
- Division Name – Should be the same as Division No
- For Example – Division Name = New York
- Address
- City
- State
- Zip
- Country
18. Enter in the below information under the General Info Tab:
- Unemployment State
- Tax Payment Frequency
- ACH
- Mag Medi – Click the Checkbox
- Import Inactive Employee – Click the Checkbox
- Memo Tax – Click the Checkbox
- Uncollected FICA – Click the Checkbox
- County
19. Enter in the below information under the Schedule Tab
- Data Collection
- Pay Cycle
- Payroll Input Source
- Key Period Ending – This is the clients pay period end date
- Days After P/E – This should be added or subtracted from the Key Period Ending to equal the client’s Pay Date
For example:
Key Period Ending = 12/13/20
Pay Date = 12/18/20
Days After P/E = 5
20. Enter in the below information under the Other Tab:
Click the Check Box for:
- Auto Create Employee Earnings for Import
- Show Rate on pay stub
21. In the Banking section, Leave this section blank
Enter in the below information under the Processing Tab:
- Click the Check Box for:
- Pre-Process Register
- Sort By Department
- Sort By Employee Name
22. Enter the below information under the Delivery Tab
- Contact Name – Client’s Information
- Phone Number – Client’s Information
- E-Mail – Client’s Information
- Address – Client’s Information
- City – Client’s Information
- State – Client’s Information
- Zip – Client’s Information
- Country – Client’s Information
- Delivery Method – FEDEX
- Carrier – FEDEX – Federal Express
- Service Type – Priority Overnight
23. Enter the below information under the Packaging Tab
- Check Handling – Stuff & Seal
- Reports Handling – No reports
24. Click Save to apply your changes
25. Click on Earning
26. Click the New Icon and click Auto Assign
27. Click the Save Icon
NOTE: Keep doing the above process, clicking New, Auto Save to add all the Earnings codes
- Holiday
- Overtime
- Regular
- Salary
28. Click Exit
29. Click Tax
30. Click New
31. Click Save
32. Continue this process until all the Taxes have been added
33. Click Exit.
34. Click Exit again.
