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.
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 setup > default settings.
Enable "Add Salary Hours To Payroll".
Step 2: 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 setup > payroll > accumulators > add.
In the details section, enter "Hours" as the code and "CurrentCheck" as the scope.
In the accumulator rules section, click "add" and select "EarningHours" as the accumulator type.
Apply the rule and click "edit" again.
Change the code to "SA2" and the action to "subtract".
Save the rule.
Accumulator 2: Salary
To create the salary accumulator, follow these steps:
Go to setup > payroll > accumulators > add.
Enter "Salary" as the code and "CurrentCheck" as the scope.
In the accumulator rules section, click "add" and select "EarningAmount" as the accumulator type.
Enter "SA" as the code and set the action to "add".
Save the rule.
Step 3: 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"
To create "SA2," follow these steps:
Go to setup > payroll > earning codes > add > Add custom
Enter the following fields:
"SA2" as the code and
"Salary 2" as the description
"97" as the process sequence.
Save the earning code.
"RG2"
To create "RG2," follow these steps:
Go to setup > payroll > earning codes > add > Add custom
Enter the following fields:
"RG2" as the code and
"Regular 2" as the description
"99" as the process sequence.
In the "trigger other earning" field, select "SA2".
Save the earning code.
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.
To do this, follow these steps:
Go to setup > payroll > earning codes.
Select "SA" from the list.
In the process sequence field, enter "98".
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 setup > system > master profiles > add.
Enter all the required fields for the master profile.
In the "Regular Division Earning" field, select "RG2" as the default earning code.
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 of 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 crucial 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.
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