Payroll
To create an accrual (Easy Setup Assistant)
Note: This task requires single-user access. (Single-user file locking)
- In the Payroll Categories step of the Payroll Easy Setup Assistant, click the New Accrual button. The Accrual Information window will open.
- Enter the name of the accrual.
- Indicate how you want the accrual to be calculated, using the Type of Accrual fields:
- Choose the Equals__Percent Of option if you want this accrual to be calculated on every paycheck as a percentage of hourly wages.
- Choose the Equals __ Hours Per option if you want this accrual to be increased by a specific number of hours. If you choose this option, enter a number of hours and select a time period -- Pay Period, Month or Year -- from the list to determine the number of hours that will accumulate on each paycheck, regardless of the number of hours the employee worked.
- Choose User-Entered Amount per Pay Period if none of the other options is appropriate. If you choose this option, you'll need to enter the amount accumulated every time a paycheck that includes this accrual is created.
- Mark Print on Paycheck stub Slip if you want information about this accrual to appear on employees' paychecks. Both the accrual amount for the current pay period and the accumulated amount for the year to date will appear on employees' checks if this option is marked.
- Mark Payroll Year End __ Carry Remaining Leave Over to Next Year if you want any unused accrual hours from the current payroll year to remain in this accrual after the start of a new payroll year. If you mark this selection, the hours remaining in this accrual at the end the payroll year will appear in the Carry-over field for this accrual in the Payroll Details view - Accruals of the Card Information window for each employee to whom this accrual is assigned.
- In the Linked Wages Category field, enter the hourly wage to which you want to link this accrual. You can also click the search icon and select the wage you want from the list. When you pay an employee using the wage you enter here, the number of hours you enter for this wage will be subtracted from the number of hours the employee has accumulated.
- Review your entries. When you're satisfied with them, click OK.
You can repeat this task as often as needed.
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