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Trace: • Check Issue - HRS5200
payroll:payrollprocessing:payrolladjustments:checkissue

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payroll:payrollprocessing:payrolladjustments:checkissue [2020/05/14 21:44] – emorenopayroll:payrollprocessing:payrolladjustments:checkissue [2022/10/03 20:04] (current) – emoreno
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   * If **Regular** is selected and the amount entered for an employer’s contribution represents a refund, the dollar amount should be preceded by a minus (-) sign. If **Supplemental** is selected, the employer’s contribution deductions are not processed.   * If **Regular** is selected and the amount entered for an employer’s contribution represents a refund, the dollar amount should be preceded by a minus (-) sign. If **Supplemental** is selected, the employer’s contribution deductions are not processed.
   * If **Regular** is selected and the check being issued is for an employee with a nonstandard job (**TRS** flag selected on the Employee Job tab), the school YTD records are updated based on the current contract begin date for that job in relation to the pay date selected for the check issue. Therefore, care should be taken when issuing checks for employees with nonstandard jobs to ensure that the correct school year is being used for the accrual amounts. If **Supplemental** is selected, accruals are not calculated.   * If **Regular** is selected and the check being issued is for an employee with a nonstandard job (**TRS** flag selected on the Employee Job tab), the school YTD records are updated based on the current contract begin date for that job in relation to the pay date selected for the check issue. Therefore, care should be taken when issuing checks for employees with nonstandard jobs to ensure that the correct school year is being used for the accrual amounts. If **Supplemental** is selected, accruals are not calculated.
-  * If **Regular** is selected when an employee has either a taxable or nontaxable business allowance on his Pay Info tab, the supporting distribution records are displayed in the bottom grid. If an amount is entered in the account type B or T, it will decrement the associated business allowance remaining payments if the associated check box is selected. +  * If **Regular** is selected when an employee has either a taxable or nontaxable business allowance on his Pay Info tab, the supporting distribution records are displayed in the bottom grid. If an amount is entered in the account type B or T, it will decrement the associated business allowance remaining payments if the associated checkbox is selected. 
-  * If an employee has an XTRA - Extra Duty job code on the Job Info tab, the supporting distribution records are displayed in the bottom grid. If an XTRA - Extra Duty job code does not exist on the employee's Job Info record, one can be created by clicking **+Add** and selecting XTRA - Extra Duty from the drop down, which will cause the selected row to be treated like an extra duty transmittal. +  * If an employee has an XTRA - Extra Duty job code on the Job Info tab, the supporting distribution records are displayed in the bottom grid. If an XTRA - Extra Duty job code does not exist on the employee's Job Info record, one can be created by clicking **+Add** and selecting XTRA - Extra Duty from the drop down, which will cause the selected row to be treated as an extra duty transmittal. 
-  * If a regular payroll calculation is processed and an amount is entered in the XTRA - Extra Duty job code or account type S, at least one account type G must be entered. The calculation is treated as extra duty pay, will decrement the associated extra duty code remaining payments, and will reduce the remaining balance on the employee's Pay Info record if the associated check box is selected.+  * If a regular payroll calculation is processed and an amount is entered in the XTRA - Extra Duty job code or account type S, at least one account type G must be entered. The calculation is treated as extra duty pay, will decrement the associated extra duty code remaining payments, and will reduce the remaining balance on the employee's Pay Info record if the associated checkbox is selected.
   * If a supplemental payroll calculation is processed and an amount is entered in the XTRA - Extra Duty job code or account type S, it is treated as an extra duty transmittal and will not decrement the associated extra duty code remaining payments and will not reduce the remaining balance on the employee's Pay Info record.   * If a supplemental payroll calculation is processed and an amount is entered in the XTRA - Extra Duty job code or account type S, it is treated as an extra duty transmittal and will not decrement the associated extra duty code remaining payments and will not reduce the remaining balance on the employee's Pay Info record.
   * When account type **O (Overtime)** is selected, the program is set to an overtime code type of 1-1.5 times regular pay. O account types will only process through regular check issues. O account types will not process through supplemental check issues. If an account type O is being used, an account type G with an amount must be entered too. See Calculating Workers' Compensation for Overtime Payments.   * When account type **O (Overtime)** is selected, the program is set to an overtime code type of 1-1.5 times regular pay. O account types will only process through regular check issues. O account types will not process through supplemental check issues. If an account type O is being used, an account type G with an amount must be entered too. See Calculating Workers' Compensation for Overtime Payments.
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   * The distribution grid lists the employee's current payroll distribution data from the Staff Job/Pay Distributions tab.   * The distribution grid lists the employee's current payroll distribution data from the Staff Job/Pay Distributions tab.
  
-Under **Run Payroll**, select **Regular** or **Supplemental**:+VCV Under **Run Payroll**, select **Regular** or **Supplemental**:
  
-^Regular|Is selected, select the field(s) to decrease the remaining payments by one. Clear the field(s) to not decrease the remaining payments by one.\\  \\  Under **Reduce Remaining Payments**:\\  \\  **Contract** - selected by default.\\  **Deductions** - selected by default.\\  **Workers' Comp** - selected by default.\\  **Bus Allowance Tax** - available only if the employee has a business allowance tax amount on the Pay Info tab.\\  **Bus Allowance Non-Tax** - available only if the employee has a business allowance nontax amount on the Pay Info tab.\\  **Extra Duty** - available only if the employee has an XTRA duty, account type S job in the job master. If selected, the remaining balance for the extra duty code is reduced by the payment amount. |  +^Regular|If selected, select the field(s) to decrease the remaining payments by one. Clear the field(s) to not decrease the remaining payments by one.\\  \\  Under **Reduce Remaining Payments**:\\  \\  <div indent> **Contract** - selected by default.\\  **Deductions** - selected by default.\\  **Workers' Comp** - selected by default.\\  **Bus Allowance Tax** - available only if the employee has a business allowance tax amount on the Pay Info tab.\\  **Bus Allowance Non-Tax** - available only if the employee has a business allowance nontax amount on the Pay Info tab.\\  **Extra Duty** - available only if the employee has an XTRA duty, account type S job in the job master. If selected, the remaining balance for the extra duty code is reduced by the payment amount.</div> |  
-^Supplemental|If selected, the **Options** button is enabled. Click **Options**. The Supplemental Payroll Options pop-up window is displayed. Select the options associated with the supplemental payroll.\\  \\  In the **Income Tax** field, click {{:images:dropdown.gif|Drop-down Arrow}} to select whether the supplemental payroll calculation does not calculate income tax, calculates income tax at the regular rate, or calculates income tax at the flat rate. The system default is to not include the income tax deductions.|+^Supplemental|If selected, the **Options** button is enabled. Click **Options**. The Supplemental Payroll Options pop-up window opens. Select the options associated with the supplemental payroll.\\  \\  In the **Income Tax** field, click {{:images:dropdown.gif|Drop-down Arrow}} to select whether the supplemental payroll calculation does not calculate income tax, calculates income tax at the regular rate, or calculates income tax at the flat rate. The system default is to not include the income tax deductions.|
  
  
 In the free-form area, the system defaults the amount fields to 0.00. In the free-form area, the system defaults the amount fields to 0.00.
 +
  
 <WRAP Box> <WRAP Box>
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 ^Net Amount|Type the amount for this deduction.| ^Net Amount|Type the amount for this deduction.|
 ^Emplr Contrib|Type the amount the employer contributes to this deduction.| ^Emplr Contrib|Type the amount the employer contributes to this deduction.|
-^Remain Pymts|Type the current number of deductions remaining.\\  \\  **Notes**:\\  \\  When **Deductions** is selected under **Reduce Remaining Payments** and the **Remain Pymts** field is changed to 0 or 99, the system does not update the employee deduction master. Otherwise, the system will update the deduction master record by using the new values and will decrement the **Remain Pymts** field by one.\\  \\  When **Deductions** is not selected under **Reduce Remaining Payments**, the system uses the deduction amounts to calculate the check amount. The system does not use the employee deduction master.|+^Remain Pymts|Type the current number of deductions remaining.\\  \\  <WRAP Box>**Notes**:\\  \\  When **Deductions** is selected under **Reduce Remaining Payments** and the **Remain Pymts** field is changed to 0 or 99, the system does not update the employee deduction master. Otherwise, the system will update the deduction master record by using the new values and will decrement the **Remain Pymts** field by one.\\  \\  When **Deductions** is not selected under **Reduce Remaining Payments**, the system uses the deduction amounts to calculate the check amount. The system does not use the employee deduction master.</WRAP>|
 ^Refund|Select if the deduction is a refund or not.| ^Refund|Select if the deduction is a refund or not.|
 ^Cafe 125|Select if the deduction is cafeteria 125 eligible or not.\\  \\  The following deduction codes cannot have Cafe 125 selected:  AN, CU, D1, D2, R1, RI, SB, TR, TS, UD, UF, and WH.| ^Cafe 125|Select if the deduction is cafeteria 125 eligible or not.\\  \\  The following deduction codes cannot have Cafe 125 selected:  AN, CU, D1, D2, R1, RI, SB, TR, TS, UD, UF, and WH.|
 ^Emplr Contrib Factor|Type the number of times (if more than one) the LEA's contribution(s) toward the deduction should be applied during the current pay period.\\  \\  **Example**:  An employee will not be receiving a paycheck during the summer months, and the employer wants to expense June, July and August employer contributions in the May paycheck. So you would enter a 4 here and that number of additional employer contribution payments are expensed.| ^Emplr Contrib Factor|Type the number of times (if more than one) the LEA's contribution(s) toward the deduction should be applied during the current pay period.\\  \\  **Example**:  An employee will not be receiving a paycheck during the summer months, and the employer wants to expense June, July and August employer contributions in the May paycheck. So you would enter a 4 here and that number of additional employer contribution payments are expensed.|
-^TEA Contrib Factor|Type the number of times (if more than one) the TEA State Health Insurance Contribution is to be applied during the current pay period.\\  \\  **Example**:  An employee and spouse are eligible for and participating in the Health Insurance program, and only one of them receives the TEA state contributions for both in their paycheck. So you would enter a 2 in this field for the employee with the Y in the health-insurance eligible flag and that number of TEA contribution payments are expensed. The spouse with an S in the health-insurance eligible flag has a zero in this field.|+^TEA Contrib Factor|Type the number of times (if more than one) the TEA State Health Insurance Contribution is to be applied during the current pay period.\\  \\  **Example**:  An employee and spouse are eligible for and participating in the Health Insurance program, and only one of them receive the TEA state contributions for both in their paycheck. So you would enter a 2 in this field for the employee with the Y in the health-insurance eligible flag and that number of TEA contribution payments are expensed. The spouse with an S in the health-insurance eligible flag has a zero in this field.|
  
 In the distribution grid, the system displays the employee's current gross pay distribution. In the distribution grid, the system displays the employee's current gross pay distribution.
    
-Click **+Add** to add a row.+VCV Click **+Add** to add a row.
  
 {{page>general:distribution_grid}} {{page>general:distribution_grid}}
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 VCV Click **Execute** to calculate the employee's check initially. If the check was calculated previously through this process, be aware that the **Tax** fields that were not reset to zero are not recalculated to new values. The system will then open the payroll calculations page starting at the actual calculations tab.  VCV Click **Execute** to calculate the employee's check initially. If the check was calculated previously through this process, be aware that the **Tax** fields that were not reset to zero are not recalculated to new values. The system will then open the payroll calculations page starting at the actual calculations tab. 
          
-VCV Click **Run Calculations** to calculate the payroll, and continue the payroll process by clicking Next to print pre-post reports, preview the check, select check signatures, print the check, perform the backup, post the payroll, and view the after-post reports. The functionality is similar to running the actual payroll except that it will calculate the one employee entered on this tab. It is important to complete the process for one employee before starting the process for another employee.  +VCV Click **Run Calculations** to calculate the payroll, and continue the payroll process by clicking **Next** to print pre-post reports, preview the check, select check signatures, print the check, post the payroll, and view the after-post reports. The functionality is similar to running the actual payroll except that it will calculate the one employee entered on this tab. It is important to complete the process for one employee before starting the process for another employee.  
    
 +<WRAP box>
 **Note**:  If calculations are processed, and the user exited the system without clicking **Cancel**, or if another user is performing a Payroll Adjustment - Check Issue process at the same time, a message is displayed offering the option to delete the rows and continue with the current check issue process or to cancel the current process and allow the previous check issue process to continue. If the user clicks **Yes**, processing will continue for the check issue, and the check issue being performed by another user will be discontinued. If the message is a result of improperly exiting the system (by you or another user that was processing Payroll Adjustment - Check Issue), the user should click **Yes** to cancel the previous check issue process and allow the user's process to continue. If the user clicks **No**, the user's process will be discontinued, and the user will not be able to continue until the other user (if any) has completed the process or until the user elects to discontinue the process by clicking **Yes**. **Note**:  If calculations are processed, and the user exited the system without clicking **Cancel**, or if another user is performing a Payroll Adjustment - Check Issue process at the same time, a message is displayed offering the option to delete the rows and continue with the current check issue process or to cancel the current process and allow the previous check issue process to continue. If the user clicks **Yes**, processing will continue for the check issue, and the check issue being performed by another user will be discontinued. If the message is a result of improperly exiting the system (by you or another user that was processing Payroll Adjustment - Check Issue), the user should click **Yes** to cancel the previous check issue process and allow the user's process to continue. If the user clicks **No**, the user's process will be discontinued, and the user will not be able to continue until the other user (if any) has completed the process or until the user elects to discontinue the process by clicking **Yes**.
 +</WRAP>
  
  
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 ^Reset|Click to clear current settings and return to the tab defaults for the selected employee.|  ^Reset|Click to clear current settings and return to the tab defaults for the selected employee.| 
-^Retrieve |++Retrieve data.|{{page>general:retrieve}}++| +^Retrieve|{{page>general:retrieve}}| 
-^{{:images:trash_delete.gif?15|Trashcan Icon}} |++Delete a row.|{{page>general:deletearow}}++|+^{{:images:trash_delete.gif|Trashcan Icon}} |{{page>general:deletearow}}|
  
  
payroll/payrollprocessing/payrolladjustments/checkissue.1589492673.txt.gz · Last modified: 2020/05/14 16:44 (external edit)

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