Before you can enter Employee Earning types you must add an employee or select an existing employee. If you need to add a new employee, open the Employee form and then click the New button at the top of the form. Then refer to the Adding Employees section for help on adding new employees.
The first step is to decide if you want to manually select each Earning through the Earnings box or if you want to setup specific Groups of Earnings. You can use the Group combo box at the top right corner of the form to select an Earning Group, which will quickly add several Earning types to the Earning box. This is a convenient way of adding multiple Earning types at one time based on an Earning group. To setup Earning Groups see the Adding Earning Groups section.
The following steps will explain in detail how to add Earning types in the Employees form under the Earnings tab.
1.You can click the Add button at the bottom of the Earning List box and add one or more Earning types.
2.When you click the Add button the Add Earnings form will open. This form will list all the Earning Types that are available to add to the Earning List box. If you do not see a particular earning type 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 Earning form.
3.In the Add Earnings form use your mouse to click on all the earning types you want to add to the Employee Earnings tab. There is a Select All button at the top of this form, for your convenience. When you have selected all the earning types you want to add, click the OK button. The Add Earning form will close and all the Earning types you selected will be added to the Earnings box on the Employee Earnings tab. You will notice that all the fields are filled in exactly like they were setup in the Earning Types form.
4.You now have the choice of modifying any of the earning types 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 to the right of the form.
5.To remove an Earning type that you added refer to the Deleting Employee Earnings 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 Earnings 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 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. An example; if the employee has a Pay Period that is set to monthly, the program would divide the annual salary $30,000 by 12 and pay the employee $2,500 per month.
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.
Tips: Allows tips received on a daily basis to be displayed on the paycheck but not included on the Gross Pay because the employee already received the amount beforehand. The system only deducts the taxes associated on the tips from the Gross Pay.
4.In the Amount field enter the amount of the Earning which is based on the calculation type selected.
5.You can enter the Employees Default Hours in this field. When using the Process Pay Group form, you can have these default hours automatically appear on the employees check. This information can be changed, if necessary.
6.Enter the Expense Account you want to use by selecting it from the combo box. Normally earning types are setup as expense accounts.
7.The Time Off Earning check box is used when you want to associate a Time Off Type with an Earning Type.
8.The Active check box can be used to make an Earning type active or inactive. When the Active check box is deselected, the Earning type will be disabled and you will not be able to use it.
9.The Time Off ID combo box will only be enabled if the Time Off Earning check box has been checked. The Time Off ID combo box will display all Active Employee Time Off types. This field can be used to track time off hours in the earnings section of the paycheck. For instance, if an employee goes on vacation for 1 week or 40 hours you would create a new earning type associated with a Vacation time off type. Then in the paycheck form use this earning type to track 40 hours used for the associated time off.
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.