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 “Draw” employee for the 2/24 check date
      • Select the image3.jpg to add a new record
      • Give the new record an effective date as the PAY PERIOD you want this employee to be tracked as a “Draw” employee (ie: pay period is 2/1-2/15 for the 2/24 check date) image10.jpg

 

 

  • Base Compensation
    • In this example an employee is changing from being $10/hr to $11/hr for the 2/24 check date
      • Select the image3.jpg to add a new record
      • Give the new record an effective date as the date in the PAY PERIOD you want this new rate to begin (ie: beginning of pay period 2/1 to have the entire pay period at the new $11/hr rate OR mid pay period 2/8, this would mean week 1 2/1-2/7 would be paid at $10/hr and week 2 2/8-2/15 would be paid at $11/hrimage9.jpg

 

 

  • Tax Allowance Settings
    • In this example an employee is changing their Single 0 filing status to Single 2 for the 2/24 check date
      • Select the image3.jpg  to add a new record
      • Give the new record an effective date as the current CHECK DATE image5.jpg
        • 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, I am adding a $25 per payroll ‘Tele Expense’ Earnings to my employee to start with the 2/24 check date
      • 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.: 2/24/17) image6.jpg

 

      1. The ‘End Date’ will pull in 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 (ie: the next check date, 3/10)

 

  • Scheduled Deductions
    • To add a new scheduled deduction:
      • From your Dashboard select the link for Other Employee Information image4.png
      • Select the image8.jpg icon to open the employee's’ profile for edit
      • Select the Payroll tab, then scroll down to the Deductions section
      • Select image1.png to add a new scheduled deduction
      • Choose the appropriate deduction code from the dropdown list and select ‘OK’
    • Scheduled Deductions work very similar to Scheduled Earnings with the ‘Begin’ and ‘End’ date fields, they are based on CHECK DATE
      • Deductions that are setup as Benefit Plans (i.e.: Medical, Dental, and Vision) are handled differently

 

 

  • Direct Deposits
    • The only time you need to utilize the date fields for Direct Deposit is if you want to end date or stop a direct deposit account. In this example my employee has closed their savings account and want to stop the $100 account for the 2/24 check date
      • In the ‘Active To’ date enter at least one day PRIOR TO CHECK DATE you want the direct deposit to stop (i.e.: 2/23/17 or any day prior to 2/24/17) image2.jpg