Employees . . . Earnings History

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Earnings History dialog to review earnings-related information for the selected employee. You may directly edit earnings-related information for all the months in the current year. This is generally used to enter historical information when first setting up a client. The application automatically updates these amounts as payroll checks are recorded.

When the Employees window is active and you are in Add or Edit mode (rather than Browse mode), choose Earnings History from the Edit menu or from the right-click context menu. The ID and name of the selected employee are shown in the title bar of the Earnings History dialog.

You can scroll from one employee to the next or back using the navigation buttons in the top right corner of the dialog. If the currently selected employee has earnings in multiple departments, you can view the information for each department by using the navigation buttons at the top of the dialog.

Note: To modify information in the Earnings grid:

  • You must mark at least one option each in the Focus, Periods, and Detail Column group boxes.
  • You must mark the Monthly checkbox. Quarterly and YTD amounts cannot be modified directly. To modify totals for a specific quarter, display the monthly totals and modify information for the appropriate month.

See also: Overview of employee setup

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