Managing and Specifying Tax Details

Modify tax details to identify the budget impact of new, modified, or obsolete employer-paid taxes in your country or region, and calculate the compensation budget. Although these American taxes are used in examples, you define employer paid tax elements as required for your budgeting needs:

  To manage tax details:

  1. Perform steps 1-7 in Maintaining Employee Compensation Details.

  2. Perform any task on the Tax Details tab:

    • To budget for new employer-paid taxes, right-click, select Add Employer-paid Tax, and specify this information:

      Data such as the payment frequency, payment terms, option value, and maximum value determined by the tax are displayed on the employee details form.

      • Select Tax Element—Member representing the tax

      • Select Option—The tax plan or option

      • Enter Effective Start Date—When to apply the tax

    • To remove taxes, right-click, and then select Delete Employer-paid Tax.

  3. Save, then see Calculating and Allocating Compensation Expenses andViewing the Budget Impact of Compensation Expenses.