Allocating amounts and hours per job for salary employees can be a complex task, especially if they have an unpredictable schedule. While there's a simple way to use labor allocation if the schedule is predictable and consistent, this method won't work for employees with varying schedules.
In this article, we'll provide you with a step-by-step guide on how to record amounts per job for salary employees using payroll software. It's important to follow all the steps outlined below to ensure that the setup works correctly. Additionally, the employee must clock in and out for this setup to function accurately. By following these instructions, you'll be able to automate the process of allocating amounts per job and reduce the potential for errors. This is useful for labor allocation and job costing.
Please note: This feature is not compatible with the "Auto Gross Up" setting.
The "Auto Gross Up" field in a Fingercheck employee’s profile (under Personal > Position & Rates) allows you to offset income taxes and increase the gross pay to ensure the employee makes the wage you agreed upon.
Step 1: Add Salary Hours to payroll in Default Settings
The first step is to enable the "Add Salary Hours to Payroll" option in the default settings of your payroll system. This will ensure that the hours worked by your salary employees are automatically included in the payroll calculations.
To do this, follow these steps:
Go to the SETUP tab > Company > Default settings.
Enable "Add Salary Hours to Payroll".
Save the default settings.
Step 2: Create custom earning codes
The next step is to create two custom earning codes, "SA2" and "RG2," to track the hours and salary earned by your employees on a per-job basis.
SA2
Follow these steps to create the SA2 earning code:
Go to the SETUP tab > Payroll > Earnings.
Click Add > Add custom.
Enter the following fields:
Enter "SA2" as the Code.
Enter "Salary 2" as the Short description and Description
Enter "97" as the Process sequence.
Save the earning code.
RG2
Follow these steps to create the RG2 earning code:
Go to the SETUP tab > Payroll > Earnings.
Click Add > Add custom.
Enter the following fields:
Enter "RG2" as the code.
Enter "Regular 2" as the Short description and Description.
Enter "99" as the Process sequence.
In the "Trigger other earning" field, select "SA2".
Save the earning code.
Step 3: Create the following accumulators
The next step is to create two accumulators—one for hours and one for salary—to track the hours worked and the salary earned by your employees.
Accumulator 1: Hours
To create the hours accumulator, follow these steps:
Go to the SETUP tab > Payroll > Accumulators > Add.
In the details section, enter Hours as the code and description
Select CurrentCheck from the scope drop-down menu.
In the Accumulator Rules section, click "Add".
Select EarningHours from the Accumulator type drop-down menu.
Click Apply.
Complete setting up the Accumulator Rule.
Select SA2 from the Code drop-down menu.
Select Subtract from the Accumulator Action drop-down menu.
Click Apply.
Click Save to save the rule.
Accumulator 2: Salary
To create the salary accumulator, follow these steps:
Go to the SETUP tab > Payroll > Accumulators > Add.
In the details section, enter Salary as the code and description
Select CurrentCheck from the scope drop-down menu.
In the Accumulator Rules section, click "Add".
Select EarningAmount from the Accumulator type drop-down menu.
Click Apply.
Complete setting up the Accumulator Rule.
Select SA from the Code drop-down menu.
Select Add from the Accumulator Action drop-down menu.
Click Apply.
Click Save to save the rule.
Step 4: Edit existing SA earning code
The next step is to edit the existing SA earning code to include the SA2 code. This will ensure that the SA2 code is triggered before SA when calculating the hours and salary earned by your employees.
Go to the SETUP tab > Payroll > Earnings.
Click the pencil icon to select "SA" from the list.
In the process sequence field, enter "98".
Click Save to save the earning code.
Step 5: Create a custom Master Profile
The final step is to create a custom master profile that includes the "RG2" earning code as the default earning code. This will ensure that the "RG2" earning code is automatically assigned to your salary employees when you create new payroll records.
To do this, follow these steps:
Go to the SETUP tab > System > Master profiles.
Click Add.
Enter all the required fields for the profile.
In the Regular Division Earning field, select RG2 as the default earning code.
Click Save to save the master profile.
Step 6: Add the Master Profile to your salary employees
To add the custom master profile to your salary employees, please follow the steps in this article.
Important: After completing all the aforementioned steps, it's important to note that the remaining setup process must be handled by Fingercheck. To proceed, we recommend that you reach out to Fingercheck's support team and request their assistance in completing the setup.
Before contacting support, it's important to make sure that you've completed all the steps mentioned above. Missing even a single step or field could lead to issues with the setup's functionality. We recommend thoroughly reviewing the setup process to ensure that you've followed each step carefully before reaching out to support to complete the setup.
Thank you for using Fingercheck. If you have any questions on this article's topic, you can reach out to our team at 1-800-610-9501 or use the chat option below.