Setting up weighted allocation of fixed amount payroll items

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Introduction

Use a weighted allocation to automatically distribute fixed amount deduction or employer contribution items across locations and departments. Weighted allocation is helpful when a client has employees working in multiple locations and/or departments, especially for:

You can choose to set up weighted allocation at the client level, by setting up the calculation for the deduction and employer contribution items, or at the employee level by modifying payroll item settings for individual employees.

Setting up weighted allocation calculation for payroll items (client-level)

Using this method, you can set up deduction items or employer contribution items to use weighted allocation. These payroll items are then available to use for any of the client's employees.

  1. Using the Setup > Payroll Items screen, create or modify a deduction or employer contribution item with a Fixed amount calculation type.
  2. Mark the Weighted allocation checkbox directly underneath the Calculation type drop-down list.
    Weighted Allocation checkbox - Payroll Items screen
  3. Add the deduction or employer contribution item to the appropriate employee records by marking the Active checkbox for that payroll item in the Payroll Items tab of the Payroll Items tab of the Setup > Employees screen.
  4. Click the Ellipsis Ellipsis button button next to the payroll item in the Payroll Items tab of the Employees screen to open the Employee Payroll Item Settings dialog. Note that the Weighted allocation checkbox is marked by default for that payroll item in the Employee Payroll Item Settings dialog for that deduction or employer contribution.
    Weighted allocation checkbox in Employee Payroll Item Settings
  5. If necessary, you can enter or modify the fixed amount of the item in the amount field next to the checkbox. This will update the Rate field in the grid on the Payroll Items tab of the Setup > Employees screen.

Setting up weighted allocation calculation for employees (employee-level)

Using this method, you can specify that deduction items and employer contributions use weighted allocation for individual employees, rather than for the payroll item itself.

  1. If necessary, create and add payroll items to your client as usual.
  2. Choose Setup > Employees, select the employee to edit, and click the Payroll Items tab.
  3. Mark the Active checkbox for the deduction or employer contribution to allocate.
  4. Click the Ellipsis Ellipsis button button for that payroll item, to the right of the Rate column.
  5. In the Rates and General Ledger Accounts section of the Main tab, mark the Weighted allocation checkbox.
    Mark the Weighted Allocation checkbox manually
  6. If necessary, you can enter or modify the fixed amount of the item in the amount field next to the checkbox. This will update the Rate field in the grid on the Payroll Items tab of the Setup > Employees screen.

Note: You can modify weighted allocation settings for several employees at a time using the Edit Multiple Employees wizard, which you can open by clicking the Edit Multiple Employees link at the bottom of the Setup > Employees screen.

Entering payroll checks with weighted allocation

  1. Enter payroll checks as usual, using either the Actions > Enter Batch Payroll screen or the Actions > Enter Transactions screen.
  2. Click the Ellipsis Ellipsis button button next to the pay item to open the Payroll Item Distributions dialog.
  3. Distribute the hours for the pay item across locations/departments as applicable.
    Pay item distribution across locations
  4. To verify that the deduction item or employer contribution item has been distributed appropriately based on the pay distribution, click the Ellipsis Ellipsis button button next to that weighted deduction or employer contribution item in the grid to open the Payroll Item Distributions dialog.
    Weighted deduction or employer contribution

Share This