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general:otherhelpfuldocuments:calculatingretireesurcharge
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Calculating Retiree Surcharge
The Run Payroll process uses the Retiree Exception field on the Payroll > Maintenance > Staff Job/Pay Data > Job Info tab along with the Employment Type and Take Retiree Surcharge fields on the Personnel > Maintenance > Employment Info tab to determine whether or not to calculate a retiree surcharge for an employee. This table provides information on when a surcharge should be calculated based on these factors.
Key:
| Employment Type | F - Half-Time or more M - Temporary P - Less than Half-Time S - Substitute |
|---|---|
| Take Retiree Surcharge | Selected = (Y) Yes Not selected = (N) No |
| Retiree Exception | E Surge Personnel B Non-Profit Tutor Substitute N Non-Profit Tutor Half Time or Less T Non-Profit Tutor Full Time |
| Employment Type | Take Retiree Surcharge | Retiree Exception | Calculate Surcharge? |
|---|---|---|---|
| S | Y, N | E | No |
| H | Y, N | E | No |
| F | Y | E | Yes, on non-exception jobs |
| F | N | E | No |
| C | Y | E | Yes, on non-exception jobs |
| C | N | E | No |
| S | Y, N | B | No |
| H | Y | B | Yes |
| H | N | B | No |
| F | Y | B | Yes |
| F | N | B | No |
| C | Y | B | Yes |
| C | N | B | No |
| S | Y | N | Yes |
| S | N | N | No |
| H | Y | N | Yes |
| H | N | N | No |
| F | Y | N | Yes |
| F | N | N | No |
| C | Y | N | Yes |
| C | N | N | No |
| S | Y | T | Yes |
| S | N | T | No |
| H | Y | T | Yes |
| H | N | T | No |
| F | Y | T | Yes |
| F | N | T | No |
| C | Y | T | Yes |
| C | N | T | No |
general/otherhelpfuldocuments/calculatingretireesurcharge.1629146652.txt.gz · Last modified: 2021/08/16 15:44 (external edit)