- 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
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)
- Select
- In this example, an employee is changing from being an “Hourly” employee to being a “Piecework” employee for the 2/20/21 check date
- Base Compensation
- In this example an employee is changing from being $13/hr to $14/hr for the 2/20/21 check date
- Select
within 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
- 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
- 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
- Select
- In this example an employee is changing from being $13/hr to $14/hr for the 2/20/21 check date
- 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
to add a new record
- Give the new record a Date From date as the current CHECK DATE
- This date field can change historical pay statements “Tax Allowance Settings” section, that is why the date needs to be the current check date
- This date field can change historical pay statements “Tax Allowance Settings” section, that is why the date needs to be the current check date
- Select
- In this example an employee is changing their Filing Status from 'Single' to 'Head of Household' for the 2/20/21 check date
- 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
on the right of the Earnings widget, then click 'New Earnings'
- Choose the appropriate earnings from the dropdown list
- 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
- 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
- Select the Actions icon
- In this example, the employee will receive a $25 per payroll ‘Cell Phone Allowance’ earnings to start with the 2/20/21 check date
- 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
on the right of the Deductions widget, then click 'New Deduction'
- Choose the appropriate deduction from the dropdown list
- 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
- Select the Actions icon
- In this example, the employee will receive a $50 per payroll ‘Uniform’ deduction to start with the 2/20/21 check date
- 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
on the right of the direct deposit account and select 'View/Edit'
- 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)
- Select the Actions icon
- 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