Excluding a payroll item from a specific payroll schedule

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

You can exclude payroll items from being calculated on payroll checks that are associated with a specific payroll schedule. Excluding pay items, deduction items, or employer contribution items might be necessary if certain payroll items should apply only to payroll checks that are associated with certain payrolls.

To modify a payroll schedule so that it excludes certain payroll items, follow these steps.

  1. Choose Actions > Enter Batch Payroll Checks.
  2. In the Enter Batch Payroll Checks screen, choose Edit > Options to open the Enter Batch Payroll Check Options dialog.
  3. Select the payroll schedule you want to modify from the drop-down list.

    Note: If you need to create a new payroll schedule first, use the Payroll Schedules dialog, accessed by clicking the Ellipsis Ellipsis button button in the Payroll Schedules section of the Payroll Information tab of the Setup > Clients screen.

  4. In the Payroll Item Exclusions section, choose Selected from the drop-down list next to the Pay, Deductions, or Employer Contributions field and click the Ellipsis Ellipsis button button to open the appropriate Payroll Items Exclusions dialog.
  5. In the dialog, mark the checkboxes for any of the pay items, deduction items, or employer contributions items that should be excluded from payroll checks using this payroll schedule.
  6. Click OK to close the dialog and then click OK to save your changes and close the Options dialog.

When you process a payroll batch using that payroll schedule, the payroll checks will include all applicable payroll items and exclude the ones you have specified.

Example

  • The TechTo company pays its employees both a salary amount on a weekly basis and standard bonus amount annually.
  • TechTo uses two separate payroll schedules, Weekly and Annual Bonus, and most employees are paid using both schedules.
  • TechTo offers a health care plan into which employees are to contribute (via deduction) a fixed amount from their regular weekly payroll checks. The Healthcare deduction should not be taken from the annual bonus check, so we will exclude the healthcare deduction from payroll checks that use the Annual Bonus payroll schedule.
  1. In the Payroll Items tab of the Setup > Employees screen, set up the employee with the Salary and Bonus pay items and the Healthcare deduction.

    Show screen

    Employees screen Payroll Items tab

  2. In the Actions > Enter Batch Payroll Checks screen, choose Edit > Options to open the Enter Batch Payroll Check Options dialog.
  3. Select the Weekly payroll schedule and, in the Payroll Item Exclusions section, choose Selected from the Pay drop-down list, and then click the Ellipsis Ellipsis button button.
  4. In the Pay Exclusions dialog, mark the Bonus checkbox to exclude the Bonus pay item from the Weekly payroll schedule.

    Show screen

    Employees screen Payroll Items tab

  5. Click OK and then select the Annual Bonus payroll schedule.
  6. In the Payroll Item Exclusions section, select Selected from the Pay drop-down list, and then click the Ellipsis Ellipsis button button.
  7. In the Pay Exclusions dialog, mark the Salary checkbox to exclude the Salary pay item from the Annual Bonus payroll schedule.

    Show screen

    Employees screen Payroll Items tab

  8. Click OK and then, in the Payroll Item Exclusions section, select Selected from the Deductions drop-down list, and then click the Ellipsis Ellipsis button button.
  9. In the Deduction Exclusions dialog, mark the Healthcare checkbox to exclude the Healthcare deduction item from the Annual Bonus payroll schedule.

    Show screen

    Employees screen Payroll Items tab

Was this article helpful?

Thank you for the feedback!