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payroll:utilities:payrollsimulation:payinfo

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payroll:utilities:payrollsimulation:payinfo [2020/06/09 16:37] – emorenopayroll:utilities:payrollsimulation:payinfo [2020/09/01 21:48] (current) – emoreno
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 <WRAP round intro>The Payroll Simulation tabs are used to create simulated payrolls for individual employees or groups of employees. This feature can show new employees what their checks will be or to show existing employees the changes to their paychecks before the changes become effective. <WRAP round intro>The Payroll Simulation tabs are used to create simulated payrolls for individual employees or groups of employees. This feature can show new employees what their checks will be or to show existing employees the changes to their paychecks before the changes become effective.
  
-The Pay Info tab is used to retrieve pay information for a current employee or create pay information for a pending employee in the current year or next year payroll. The data allows you to create simulated payroll changes for proposed position changes or promotions. This data includes pay status, TRS information, accrual data, and totals for salary, contract amount and contract balance. Before using this tab, ensure that each employee has a demographic record as created using the Demographic Information tab on the Staff Demographic page.+The Pay Info tab is used to retrieve pay information for a current employee or create pay information for a pending employee in the current year or next year's payroll. The data allows you to create simulated payroll changes for proposed position changes or promotions. This data includes pay status, TRS information, accrual data, and totals for salary, contract amount, and contract balance. Before using this tab, ensure that each employee has a demographic record as created using the Demographic Information tab on the Staff Demographic page.
  
 This tab consists of a free-form area at the top and two grids at the bottom. This tab consists of a free-form area at the top and two grids at the bottom.
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 ====Add payroll simulation pay information:==== ====Add payroll simulation pay information:====
  
-Under **Parameters**, select the employee whose employment information is being changed for payroll simulation.+VCV Under **Parameters**, select the employee whose employment information is being changed for payroll simulation.
 {{page>general:parameters}} {{page>general:parameters}}
  
 +<WRAP Box>
 **Notes**:   **Notes**:  
   * If more than one employee is selected, the system only populates the Addendum tab with all selected employees. The other Payroll Simulation tabs are not populated.   * If more than one employee is selected, the system only populates the Addendum tab with all selected employees. The other Payroll Simulation tabs are not populated.
   * Once an employee is selected, the same employee's information is presented on all tabs of the Payroll Simulation utility.   * Once an employee is selected, the same employee's information is presented on all tabs of the Payroll Simulation utility.
-  * A specific payroll frequency must be selected before clicking **Execute**; otherwise, no data displays. The user can select either current year or next year frequencies. All other parameters are optional.+  * A specific payroll frequency must be selected before clicking **Execute**; otherwise, no data displays. The user can select either the current year or next year's frequencies. All other parameters are optional. 
 +</WRAP>
  
-Click **Execute** to retrieve the selected employee.+VCV Click **Execute** to retrieve the selected employee. The employment information for the employee is displayed.
  
 ^Pay Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating whether an employee is active or inactive for the purposes of payroll calculation.| ^Pay Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating whether an employee is active or inactive for the purposes of payroll calculation.|
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 ^Dock Rate|Type the standard dock rate to be used if not using absence rate or daily rate.| ^Dock Rate|Type the standard dock rate to be used if not using absence rate or daily rate.|
 ^Tax Exempt|Select if the employee's salary is exempt from taxes.| ^Tax Exempt|Select if the employee's salary is exempt from taxes.|
-^Unemployment Elig|Select  if the employee is eligible for unemployment insurance.|+^Unemployment Elig|Select if the employee is eligible for unemployment insurance.|
 ^FICA Eligibility|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating the employee's eligibility for FICA/Medicare.| ^FICA Eligibility|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating the employee's eligibility for FICA/Medicare.|
 ^W4 Marital Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating the marital status of the employee.| ^W4 Marital Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating the marital status of the employee.|
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 Under **Business Allowance**: Under **Business Allowance**:
    
-Under **Tax**, if the business allowance paid to the employee is subject to tax withholding deductions:+VCV Under **Tax**, if the business allowance paid to the employee is subject to tax withholding deductions:
    
 ^Amount|Type the business allowance amount paid on each payroll run in addition to the standard gross.| ^Amount|Type the business allowance amount paid on each payroll run in addition to the standard gross.|
-^Remain Pymts|Type the two-digit number of payments due the employee during the school fiscal year. The field decreases by one each time a payroll is processed.|+^Remain Pymts|Type the two-digit number of payments due to the employee during the school fiscal year. The field decreases by one each time a payroll is processed.|
    
-Under **Non Tax**, if the business allowance paid to the employee is not subject to tax withholding deductions:+VCV Under **Non Tax**, if the business allowance paid to the employee is not subject to tax withholding deductions:
    
 ^Amount|Type the business allowance amount paid on each payroll run in addition to the standard gross.| ^Amount|Type the business allowance amount paid on each payroll run in addition to the standard gross.|
-^Remain Pymts|Type the two-digit number of payments due the employee during the school fiscal year. The field decreases by one each time a payroll is processed.|+^Remain Pymts|Type the two-digit number of payments due to the employee during the school fiscal year. The field decreases by one each time a payroll is processed.|
    
-Under **TRS**:+VCV Under **TRS**:
    
 ^Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating the employee's status in regard to having a TRS deposit computed.| ^Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the code indicating the employee's status in regard to having a TRS deposit computed.|
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 ^End 90 Day Period|Type the end date of the 90-day waiting period in the MMDDYYYY format. This field is populated by the system if:\\  \\  Begin Date = blank when the employee is first retrieved\\  Pay Status = 1 - Active\\  TRS Status = 1 - Eligible\\  Begin Date >= 09-01-2005| ^End 90 Day Period|Type the end date of the 90-day waiting period in the MMDDYYYY format. This field is populated by the system if:\\  \\  Begin Date = blank when the employee is first retrieved\\  Pay Status = 1 - Active\\  TRS Status = 1 - Eligible\\  Begin Date >= 09-01-2005|
  
-Under **FSP Staff Salary Data**:+VCV Under **FSP Staff Salary Data**:
    
 ^Health Ins Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a code that indicates the employee's eligibility.\\  \\  **Note**:  If the district participates in the TEA health insurance plan, the employee must be TRS eligible (i.e., TRS Status Code must be set to 1) and have a Deduction Code with the abbreviated code of AC. Also, the AC deduction must have a remaining payment greater than zero. If an employee and spouse are eligible for and are participating in the health insurance program and one employee is insured through the spouse's policy, only one person receives the TEA State Contributions for both in his paycheck. See Deductions, TEA Contrib Factor for guidance on how to handle this situation.\\  Set this field to Y (eligible and participating) for employees that participate in the TEA health insurance. When this field is set to Y, the employee is eligible for the TEA health insurance contribution if it is used by the district (see Tables > District HR Options).\\  \\  Set this field to S (eligible spouse participating) for employees that participate in the TEA health insurance, whose spouse works for the same school district, service center, or charter school and are insured through the spouse's policy.\\  \\  Set this field to W (eligible and waiving) for employees who are eligible but choose not to participate in the TEA health insurance.\\  \\  Set this field to N (not eligible) for employees who are not eligible for the TEA health insurance.| ^Health Ins Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a code that indicates the employee's eligibility.\\  \\  **Note**:  If the district participates in the TEA health insurance plan, the employee must be TRS eligible (i.e., TRS Status Code must be set to 1) and have a Deduction Code with the abbreviated code of AC. Also, the AC deduction must have a remaining payment greater than zero. If an employee and spouse are eligible for and are participating in the health insurance program and one employee is insured through the spouse's policy, only one person receives the TEA State Contributions for both in his paycheck. See Deductions, TEA Contrib Factor for guidance on how to handle this situation.\\  Set this field to Y (eligible and participating) for employees that participate in the TEA health insurance. When this field is set to Y, the employee is eligible for the TEA health insurance contribution if it is used by the district (see Tables > District HR Options).\\  \\  Set this field to S (eligible spouse participating) for employees that participate in the TEA health insurance, whose spouse works for the same school district, service center, or charter school and are insured through the spouse's policy.\\  \\  Set this field to W (eligible and waiving) for employees who are eligible but choose not to participate in the TEA health insurance.\\  \\  Set this field to N (not eligible) for employees who are not eligible for the TEA health insurance.|
 ^FSP Staff Data Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee eligibility code, or leave blank. This field is reported on the FSP Staff Salary Report and the Health Insurance Participation Report.| ^FSP Staff Data Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the employee eligibility code, or leave blank. This field is reported on the FSP Staff Salary Report and the Health Insurance Participation Report.|
    
-Under **Totals**, the following fields contain display-only data:+VCV Under **Totals**, the following fields contain display-only data:
    
 ^State Min. Salary|Displays the minimum salary assigned to the employee.| ^State Min. Salary|Displays the minimum salary assigned to the employee.|
-^Extra Duty|Displays the total dollar value of all extra duty assignments for the employee.| +^Extra Duty|Displays the total dollar value of all extra-duty assignments for the employee.| 
-^Contract Amt|Displays the total amount of pay due the employee during the current contract period.|+^Contract Amt|Displays the total amount of payment due to the employee during the current contract period.|
 ^Contract Balance|Displays the total amount remaining to be paid to the employee during the current contract period.| ^Contract Balance|Displays the total amount remaining to be paid to the employee during the current contract period.|
  
 In the extra duty pay section: In the extra duty pay section:
    
-Click **+Add** to add a row.+VCV Click **+Add** to add a row.
    
 ^Extra Duty Pay Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the two-digit code of this additional job assignment. This information is defined in the Extra Duty table.| ^Extra Duty Pay Code|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the two-digit code of this additional job assignment. This information is defined in the Extra Duty table.|
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 ^Remain Pymts|If the account type for the job code is "S - Supplemental pay," then the field is active, and the user can type the number of payments remaining for this job code. If the account type is "G - Standard gross pay," then the field is protected and cannot be changed.| ^Remain Pymts|If the account type for the job code is "S - Supplemental pay," then the field is active, and the user can type the number of payments remaining for this job code. If the account type is "G - Standard gross pay," then the field is protected and cannot be changed.|
    
- 
-Click **Save** to save the changes. 
    
 <WRAP box>  <WRAP box> 
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 In the bank section: In the bank section:
    
-Click **+Add** to add a row. Employees can designate from which accounts their net pay is to be distributed. Multiple entries can be made.+VCV Click **+Add** to add a row. Employees can designate from which accounts their net pay is to be distributed. Multiple entries can be made.
    
-^Bank|Type the bank or credit union code, or click  to select the three-digit code identifying the bank or credit union to which the employee is depositing funds. Employees can have multiple bank deposit records.|+^Bank|Type the bank or credit union code, or click {{:images:ascender_picklist.jpg|Ellipsis Icon}} to select the three-digit code identifying the bank or credit union to which the employee is depositing funds. Employees can have multiple bank deposit records.|
 ^Bank Acct Nbr|Type the bank account number that corresponds to the bank to which the employee is depositing funds. The number is provided for direct deposit and can be a maximum of 17 digits.| ^Bank Acct Nbr|Type the bank account number that corresponds to the bank to which the employee is depositing funds. The number is provided for direct deposit and can be a maximum of 17 digits.|
 ^Bank Acct Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a one-digit code indicating the type of bank account (i.e., checking or savings).| ^Bank Acct Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a one-digit code indicating the type of bank account (i.e., checking or savings).|
 ^PreNote|Select if this bank account information is to be included in a Pre-Note EFT file used to notify banks of employees who are new to the EFT direct deposit program. After the Pre-Note EFT file has been created, the PreNote field is cleared.| ^PreNote|Select if this bank account information is to be included in a Pre-Note EFT file used to notify banks of employees who are new to the EFT direct deposit program. After the Pre-Note EFT file has been created, the PreNote field is cleared.|
-^Bank Acct Amt|Type the amount allocated for direct deposit in each designated bank account. Leave at zero for the remainder of funds to be allocated.\\  \\  One bank account record with a zero amount must exist to indicate where the remainder of the employee’s pay is to be deposited.| +^Bank Acct Amt|Type the amount allocated for direct deposit in each designated bank account. Leave at zero for the remainder of the funds to be allocated.\\  \\  One bank account record with a zero amount must exist to indicate where the remainder of the employee’s pay is to be deposited.|
- +
-Click **Save** to save the changes.+
  
  
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 ====Other functions and features:==== ====Other functions and features:====
  
-^{{:images:trash_delete.gif?15|Trashcan Icon}} |++Delete a row.|{{page>general:deletearow}}++|+^{{:images:trash_delete.gif|Trashcan Icon}} |{{page>general:deletearow}}|
 ^Refresh Type/Amount|Click to update the type and amount fields in the extra duty pay code grid if any information is changed or if a new row is added.| ^Refresh Type/Amount|Click to update the type and amount fields in the extra duty pay code grid if any information is changed or if a new row is added.|
  
payroll/utilities/payrollsimulation/payinfo.1591720677.txt.gz · Last modified: 2020/06/09 11:37 (external edit)

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