Employee setup: Choosing pay items for a selected employee

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Earnings tab, Tax Withholdings & Deductions tab, and Other tab of the Setup > Employees window are department-specific for each employee. They each include a Department list that contains all active departments for the employee. The default selection is the employee's home department, and the selection applies to all three tabs. The information on the three tabs automatically reflects default information from the department, but you can overwrite this for the selected employee as needed.

See also: Employee Earnings History

  1. Click the Earnings tab of the Employees window.

    Note: Information on the Earnings tab can be inherited from templates when the new employee is created.

  2. If the employee is active in multiple departments and you want to select a different department, choose it from the Department drop-down list.
  3. In the earnings grid, do the following:
    1. In the Description column, click on the field in this column to display a drop-down list from which you may choose the pay items that are relevant to this employee's work in the selected department. The drop-down list includes the description of all (global) pay items, such as Vacation, Sick, Holiday, etc.
    2. Click the /_images/acct_pr/csa/details.gif button to open another dialog where you may edit detail for the highlighted pay item as it specifically relates to the selected employee.
    3. In the Rate column, enter the employee's applicable pay. (The rate should be entered as the hourly rate for an hourly pay item and as the yearly rate for a salaried or annual pay item. The fields in this column are not accessible for any pay item whose wage type for this employee is Linked to Other.)
    4. If necessary, change the information in the Month to Date field.

      Example: For amounts that were already paid out, but not through Payroll CS.

    Note: Only the Month to Date amount is editable. Quarter to Date and Year to Date amounts are not editable in this window.

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