Employee Maintenance: Earnings

Use of this tab is optional. It is used for employees that have scheduled earnings that are to be added to the paychecks on a regular basis (Every payroll, first or last payroll of the month, etc).

Common examples are use of company cars or the taxable cost of Group term Life insurance.

These earnings are applied to the employee only if the employee is being paid. They do not work independently. Entries on this tab cannot cause an employee to be paid by themselves.

Adding scheduled earnings to an employee

Click the New (*) Button to begin the process of adding a scheduled earning.

Depending on the number of company level earnings codes, the results from clicking the New (*) button will vary.

If the number of earnings codes is less than 30, the system will display a box listing the active earnings codes.

In cases where the number of earnings codes is 30 or more, a "Select New Code" Dialogue Box is displayed. Select the appropriate Earnings code from the provided Drop List containing all Active earnings codes for the company.

After clicking OK, the Earnings code is added to the list of Earnings set up on the employee.

If there are preset values on the company level Earnings code, those fields are populated on the employee level code.

Use the fields on the Fringe Sub Tab to properly configure the earnings.

Use Company Defined Rate/Calc : Use this filed to lock in the preset options on the company level earnings code to the employee level entry. If a change is made to the company level earnings code, the employee level entry is changed as well.

If you uncheck the box, the company level values remain, but are now available to be edited or removed.

Field Name	Information
Calc Code	If applicable, select a Calc Code from the list of codes in the Drop List.
Units	If applicable, enter the number of units for this earning. The Units field is most often used when setting up Group Term Life Insurance.
Rate Code	Rate Code is not used with a scheduled Earnings
Rate	Rate is not used with a scheduled Earnings.
Amount	Enter the amount for the scheduled Earnings.
Start Date	The system assigns the current check date from payroll when adding the earning. Update as appropriate.
End Date	The system assigns the default date of 12/31/2100 adding the earning. Update as appropriate.
Frequency	If appropriate, select a Frequency Code from the Drop List. Do not use the single digit Tax Code Frequencies.

If the earning is a one-time event, you can use the Frequency Code of "O".  It is easier, however, to simply add the earnings in the pay grid while doing the payroll.

Field Name	Information
Last Taken	Last Taken is updated by the system during payroll processing. Leave blank, unless this is a Frequency based earning. If so, enter the date when the earning WOULD have last happened. Failure to do so may result in the earnings being paid prematurely.
Agency	If the earnings is to be paid to an agency, select it from the provided Drop List
Misc Information	Data entered here is displayed on the agency check.
Goal	Total to be reached at which the earning will stop. The tracking towards a goal amount can cross calendar years
Paid	The amount paid towards the goal. This amount is automatically updated when the earnings is paid.

When the Paid amount equals the Goal amount, the earning stops.

Field Name	Information
Minimum	When using a Calc Code with the earning, the calculated amount must be at least this number.
Maximum	When using a Calc Code with the earning, the calculated amount cannot exceed this number.
YTD Max	The maximum amount (if any) in the calendar year that can be paid for this earning.