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general:humanresources:maintenance:staffjobpaydata:payinfo:body

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general:humanresources:maintenance:staffjobpaydata:payinfo:body [2023/05/23 14:43] emorenogeneral:humanresources:maintenance:staffjobpaydata:payinfo:body [2024/05/28 12:57] (current) emoreno
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 +<WRAP box> **Note**: If changes are made to the **W-4 Withholding Certificate**, **Tax Exempt**, or **FSP Staff Salary Data** fields in a current year pay frequency, a message is displayed prompting you to allow the same updates in the next year pay frequency, and vice versa. For example, if you made changes in pay frequency 5-Semimonthly CYR and you clicked **Yes** to allow the changes, those changes are updated in pay frequency E-Semimonthly NYR. 
 +</WRAP>
 +
 +
 ^ Field                                        ^ Description    /*Table with two rows*/ ^ Field                                        ^ Description    /*Table with two rows*/
 ^Pay Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating whether an employee is active or inactive for payroll calculation purposes.| ^Pay Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating whether an employee is active or inactive for payroll calculation purposes.|
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 ^Pay Dept|Type the code used by the LEA to further categorize the employee.| ^Pay Dept|Type the code used by the LEA to further categorize the employee.|
 ^Dock Rate|Type the standard dock rate to be used if not using the daily rate. This is the rate used when the employee has a leave transmittal that is causing a dock and the **Dock Type** is set to //A- Alternate rate// for the transmittal leave type on the Tables > Leave > Leave Rates tab.| ^Dock Rate|Type the standard dock rate to be used if not using the daily rate. This is the rate used when the employee has a leave transmittal that is causing a dock and the **Dock Type** is set to //A- Alternate rate// for the transmittal leave type on the Tables > Leave > Leave Rates tab.|
-^Tax Exempt|Select if the employee's salary is exempt from taxes. |+^Tax Exempt|Select if the employee's salary is exempt from taxes. If selected, the **W-4 Withholding Certificate** fields are disabled.|
 ^Unemployment Elig|{{page>general:unemploymentelig}}| ^Unemployment Elig|{{page>general:unemploymentelig}}|
 ^FICA Eligibility|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating the employee's eligibility for FICA/Medicare. <div indent>  BBB //M Subject to medicare//\\   BBB //N Not subject to FICA//\\  BBB //Y Subject to FICA tax//\\  \\  </div> Review the [[:general:hrnewemployeesetup:fica_medicare|FICA/Medicare - Quick Reference]] page for additional details.| ^FICA Eligibility|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating the employee's eligibility for FICA/Medicare. <div indent>  BBB //M Subject to medicare//\\   BBB //N Not subject to FICA//\\  BBB //Y Subject to FICA tax//\\  \\  </div> Review the [[:general:hrnewemployeesetup:fica_medicare|FICA/Medicare - Quick Reference]] page for additional details.|
 ^W4 Marital Status|{{page>general:w4_marital_status}}| ^W4 Marital Status|{{page>general:w4_marital_status}}|
 ^Nbr of Exemptions|{{page>general:nbrofexemptions}}| ^Nbr of Exemptions|{{page>general:nbrofexemptions}}|
-^IRS Lock-In Letter|Select this field to indicate that the IRS has issued a Lock-in Letter for this employee as they have determined that the employee does not have sufficient withholding.\\  \\  If selected:\\  \\    BBB The **W-4 Withholding Certificate** fields on this tab are disabled preventing any changes from being made.\\  \\    BBB In EmployeePortal, on the Self-Service Profile page, the **IRS Lock-in Letter** field is displayed and set to //Y//, and the **W4 Marital Status Information** fields are disabled preventing the employee from making any changes.\\  \\  For more information about the IRS Lock-in Letter, visit https://www.irsvideos.gov/Individual/Resources/WhatsALock-InLetter.|+^IRS Lock-In Letter|{{page>general:irslockinletter}}| 
 VCV Under **W-4 Withholding Certificate**, indicate the employee's W-4 withholding details. If **Tax Exempt** is selected, these fields are disabled.  VCV Under **W-4 Withholding Certificate**, indicate the employee's W-4 withholding details. If **Tax Exempt** is selected, these fields are disabled. 
  
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 The bank information is maintained on the [[payroll:tables:bankcodes:bankcodes|Payroll > Tables > Bank Codes > Bank Codes]] tab.  The bank information is maintained on the [[payroll:tables:bankcodes:bankcodes|Payroll > Tables > Bank Codes > Bank Codes]] tab. 
 +
 +<WRAP center round important>
 +For security purposes, any updates saved to the employee's bank information will generate an email to the employee notifying them of the change. The email is sent to the employee's **Work** and/or **Home E-mail** address listed on the Personnel > Maintenance > Staff Demo > Demographic Information page. If both email addresses are populated, the email will be sent to both emails. If an email is not available, then the employee will not receive an email. 
 +</WRAP>
 +
  
 VCV Under **Bank Info**: VCV Under **Bank Info**:
general/humanresources/maintenance/staffjobpaydata/payinfo/body.1684853017.txt.gz · Last modified: 2023/05/23 14:43 by emoreno