Effective Dates Guide (New UI)

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  • Pay Calculation Profile
    • In this example, an employee is changing from being an “Hourly” employee to being a “Piecework” employee for the 2/20/21 check date
      • Select 2021-01-13_09h54_36.png within the Pay Calculation Profile section to add a new record
      • Give the new record an Effective Date as the date in the PAY PERIOD you want this employee to be tracked as a “Piecework” (ie: pay period is 2/1-2/15 for the 2/20 check date)  mceclip0.png
  • Base Compensation
    • In this example an employee is changing from being $13/hr to $14/hr for the 2/20/21 check date
      • Select 2021-01-13_09h54_36.pngwithin the Base Compensation widget to add a new record
      • Give the new record an Effective From date as the date in the PAY PERIOD you want this new rate to begin
        • i.e.: Enter the start date of the pay period (2/1/21) to have the entire pay period at the new $13/hr rate  mceclip2.png
        • i.e.: Enter a date in the middle of the pay period (2/8/21), to pay week 1 (2/1-2/7) at $13/hr and week 2 (2/8-2/15) at $14/hr   mceclip1.png
  • Tax Allowance Settings
    • In this example an employee is changing their Filing Status from 'Single' to 'Head of Household' for the 2/20/21 check date
      • Select 2021-01-13_09h54_36.pngto add a new record
      • Give the new record a Date From date as the current CHECK DATE mceclip3.png
        • This date field can change historical pay statements “Tax Allowance Settings” section, that is why the date needs to be the current check date image7.jpg

 

  • Scheduled Earnings
    • In this example, the employee will receive a $25 per payroll ‘Cell Phone Allowance’ earnings to start with the 2/20/21 check date
      • Select the Actions icon 2021-01-12_15h51_06.png on the right of the Earnings widget, then click 'New Earnings'
      • Choose the appropriate earnings from the dropdown list    2021-01-13_11h14_03.png
      • The Begin Date will come in with today’s date, update this to the CHECK DATE you want the scheduled earnings to begin (i.e.: 2/20/21)
        • The End Date will populate as the end of time (12/31/9999) but if you ever want to stop this earnings from coming into a payroll enter the CHECK DATE you want the earnings to end  2021-01-13_11h18_46.png

 

  • Scheduled Deductions
    • In this example, the employee will receive a $50 per payroll ‘Uniform’ deduction to start with the 2/20/21 check date
      • Select the Actions icon 2021-01-12_15h51_06.png on the right of the Deductions widget, then click 'New Deduction'
      • Choose the appropriate deduction from the dropdown list  mceclip4.png
      • The Begin Date will come in with today’s date, update this to the CHECK DATE you want the scheduled earnings to begin (i.e.: 2/20/21)
        • The End Date will populate as the end of time (12/31/9999) but if you ever want to stop this earnings from coming into a payroll enter the CHECK DATE you want the earnings to end or a 'Goal' can be enabled to stop the deduction after a specific dollar amount is deducted
        • Deductions that are setup as Benefit Plans (i.e.: Medical, Dental, and Vision) are handled differently  2021-01-13_11h29_38.png
  • Direct Deposits
    • In this example the employee has closed their savings account and needs to stop the $100 deposit to that account starting with the 2/20/21 check date
      • Select the Actions icon 2021-01-12_15h51_06.png on the right of the direct deposit account and select 'View/Edit'    2021-01-13_12h07_25.png
      • In the Active To field enter a date at least one day PRIOR TO CHECK DATE you want the direct deposit to stop (i.e.: 2/19/21 or any date prior to 2/20/21)  2021-01-13_12h09_25.png