Midwest alio ® User Conference November 12-13, 2014 Payroll Calculator & Payroll Schedules Michael Williams
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