The following steps will explain in detail how to add a new Earning Group...
1.First open the Earning Groups form and then click the New button to clear the form so you can enter a new record. The cursor will be flashing at the top of the form in the Earning Group field.
2.You must assign a unique Earning Group for each Earning Group, which can be up to 15 alphanumeric characters in length. For example: Hourly Group might be referenced as 'HOURGROUP'. When you have finished entering data for each field, press the TAB or ENTER key to move your cursor to the next field.
3.You can then enter a Description for the Earning Group. This description will be seen next to the Earning Group in all the Earning Group combo boxes throughout the program.
4.Before you can do anything else on this form you must click the little Add button next to the Earnings List box to add the Earning types for this Group.
5.When you click the Add button the Add Earning Types form will open. This form will list all the Earning Types that are available to add to the Earnings List box. If you do not see a particular earning you want to use, make sure it has already been created in the Earning Types form. You will not be able to select the same earning type more than once, so if it is already in the Earning List box it will not appear in the Add Earnings form.
6.In the Add Earning Types form use your mouse to click on all the earning types you want to add to the Earning Groups form. When you have selected all the earning types you want to add, click the Ok button. The Add Earnings form will close and all the earning types you selected will be added to the Earning List box on the Earning Groups form. You will notice that all the fields and taxes to be withheld are filled in exactly like they were setup in the Earning Types form.
7.You now have the choice of modifying any of the earning types or taxes to be withheld that were added to the Earning List box. You can do this by clicking on the earning type you want to edit in the Earning List box. Then edit the fields in the Earning Information area, which is described below.
8.To remove an earning that you added refer to the Deleting Earning Groups topic.
You can edit any of the fields for the selected earning types in this area.
1.The Earning ID field is read only and displays the Earning ID that is selected in the Earning List box.
2.In the Description field you can modify the default description for the selected earning type.
3.The Calculation Type combo box is the method or amount used to determine the amount of the earning. You must enter a value in this field for each earning type. There are three choices, which are described below.
Annual Salary: Used for employees who are paid based on an annual salary amount. If an employee gets paid 30,000.00 a year and you want the program to figure their pay based on a pay period you would use this calculation type. Then if the employees Pay Period is set to monthly the program would divide the annual salary by 12 and pay the employee based on that amount.
Fixed Amount: Allows an actual non calculated amount to be entered for the earning. You would use this calculation type if an employee always gets paid an amount such as 1,200.00 per pay period.
Hourly Rate: Allows an hourly amount to be entered, which later can be calculated by the number of hours the employee works. You can may want to create several earning types for different hourly rates such as overtime and double time.
4.In the Amount field enter the amount of the earning based on the calculation type selected.
5.Enter the Account ID you want to use by selecting it from the combo box. Normally earning types are setup as expense accounts.
6.The Active check box can be used to make a earning type active or inactive. When the Active check box is deselected, the earning type will in effect be disabled and you will not be able to use it.
This Line Item Detail is used to select the appropriate taxes to be withheld from an Earning type for the Employee and the Company. The 2 Tab dialog box allows you select and group the Employee Taxes and the Company Taxes separately. Select as many tax types as appropriate for this Earning. If a tax does not exist in the tax Line Item Detail, then you must first add it to the Earning Types form.
1.Use your mouse and select the Employee Tax Tab.
2.Enter the Tax ID you want to use by selecting it from the combo box. The combo box will display only the taxes designated as Paid by: Employee. The description field will automatically fill in with the taxes description.
3.When you have completed the Employee Taxes, use your mouse to select the Company Taxes Tab.
4.Enter the Tax ID you want to use by selecting it from the combo box. The combo box will display only the taxes designated as Paid by: Company. The description field will automatically fill in with the taxes description.