Midwest alio® User ConferenceNovember 12-13, 2014

Payroll Calculator &Payroll SchedulesMichael Williams

Payroll Calculator & Payroll Schedules

• In this session we will explain how you can reduce form navigation and improve workflow when preparing for payroll using Payroll Input with Calculations-HEPAY10A.FMX. Also, we will explain how Payroll Schedule Setup-HMSET01A.FMX and Employee Pay Schedules-HESCH01A.FMX will allow you to control how salaried payroll amounts will be made for each payroll throughout the contract year.

Agenda

• Payroll Input with Calculations-HEPAY10A.FMX

• Payroll Schedule Setup-HMSET01A.FMX

• Employee Pay Schedules-HESCH01A.FMX

Payroll Input with Calculations-HEPAY10A.FMX

Selection tab

Selection tab

Selection tab

• Calculations Totals/Errors & Warnings

Errors tab

• Errors and Warnings will be listed for the employee

Errors tab

• Message will display on every tab for employees in this situation

Pays tab

• Ability to key employee additional pay records (similar to Payroll Input-HEPAY06A.FMX)

Pays tab

• Pay calc is automatically run whenever changes are made on any tab when navigating to another employee

Taxes tab

• Employee ded/ben adjustments

Taxes tab

Employee Ded/Ben Adjustments

• An employee ded/ben override adjustment record with a null amount is created when deleting the existing ded/ben amount

Employee Ded/Ben Adjustments

• An employee ded/ben override adjustment record is created when modifying the existing ded/ben amount

Deductions tab

• Manually keyed a large deduction amount which will create a negative net pay

Deductions tab

• An employee ded/ben override adjustment record was properly created and the Deductions on the pay line correctly changed

Benefits tab

• Manually keyed an employee benefit adjustment• An employee ded/ben override adjustment record was

properly created.

Direct Deposit tab

Summary tab• Similar to Calculation Inquiry-

HCINQ01A.FMX

Payroll Schedule Setup-HMSET01A.FMX&Employee Pay Schedules-HESCH01A.FMX

Payroll Schedule Setup-HMSET01A.FMX

Employee Pay Schedules-HESCH01A.FMX

Employee Contract Pays (auto)-HEPAY04A.FMX

Profiles

Employee hired mid-year

Employee hired mid-year

Employee hired mid-year

Employee hired mid-year

First check adjusted due to rounding

First check adjusted due to rounding

• 1,014.26 was correctly applied to PPD 20 (first remaining check) due to rounding as there was not enough remaining pay to distribute evenly.

Payroll Exclusion Dates

Payroll Exclusion Dates

Copying Pay Schedules

Employee starting in the middle of a Pay Period

Employee starting in the middle of a Pay Period

• The employee will be paid for only eight days of the ten day pay period due to starting mid-pay period.

Grouping

Grouping

Unallocated Amounts• Remaining distributed amount: 1,900 (950 + 950)• Actual Amount manually adjusted.

Distribution Types

Distribution Types• 500.00 >>> (Contract Salary = 26,000 * Actual FTE = 1.00) / No of

Pays = 26 * Distribution Amount % = 50 • 400.00 >>> (Pay Line Daily Rate = 100.00 * Number of Days for

the Split = 4) • 600.00 >>> (Pay Line Daily Rate = 100.00 * Number of Days for

the Split = 6) • 999.99 >>> Amount manually keyed using Payroll Schedule Setup-

hmset01a.fmx• 3,000.01 = (1,000 * 20) + 500.00 + 500.00 + 400.00 + 600.00 +

999.99 + 3,000.01

Retro Pay – Distribute over remaining checks

• Pay #1 completed.

Retro Pay – Distribute over remaining checks

Retro Pay – Distribute over remaining checks

Retro Pay – Distribute over remaining checks

Retro Pay – Distribute over remaining checks

Retro Pay – Distribute over remaining checks

• 25 = 26 – 1 • 4.00 = 100.00 / 25• 1,104.00 = 1,000.00 + 4.00

Retro Pay – Distribute over remaining checks

• Payroll Schedules Setup-hmset01a.fmx

Retro Pay – Distribute over remaining checks

• The following hi-lighted amounts were updated.

Questions