Create Payroll Definitions
This shows you how to create two payroll definitions for different payment frequencies that are associated with one consolidation group and one legislative data group.
The InFusion Company requires payroll definitions for two sets of employees. A set of permanent salaried employees paid on a semimonthly basis and a set of temporary employees paid on a monthly basis using time card data. Costing is managed monthly and uses results from all payroll runs by using the consolidation group name as an input parameter in the costing run. You can see in this example how to create two payroll definitions with different payment periods with the same consolidation group. Both definitions are effective starting on 1/1/11 and generate payroll time periods covering five years.
Prerequisites
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Ensure that the legislative data group for your payrolls exists, such as InFusion LDG.
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Ensure that organization payment methods exist for your payrolls, such as InFusion Employee Check/cheque and InFusion Employee EFT.
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Create a consolidation group named InFusion Employee Group assigned to the InFusion LDG.
Create Payroll Definitions
Create two payroll definitions:
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One to pay permanent employees on a semimonthly basis. This payroll definition includes dynamically generated offset dates.
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One to pay temporary employees using time card data on a monthly calendar basis.
Perform the following steps twice, first using the semimonthly values and then using the monthly values.
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Payroll Definitions task.
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In the Search Results section of the Payroll Definitions page, click the Create icon.
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Select the InFusion LDG legislative data group from the list.
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Enter 1/1/11 as the effective start date you want the payroll to be available for use, and then click Continue.
In this example, the company hires all employees after the effective start date of this payroll definition, so there's no issue with loading historical employee data.
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In the Basic Details section, complete the fields as shown in this table, and then click Next.
Field
Semimonthly Value
Monthly Value
Name
InFusion Employee Semimonthly
InFusion Employee Monthly
Reporting Name
InFusion Semimonthly
InFusion Monthly
Consolidation Group
InFusion Employee Group
InFusion Employee Group
Period Type
Semimonthly
Monthly (Calendar)
First Period End Date
6/15/12
6/30/12
Default Payment Method
InFusion Employee Check/cheque
InFusion Employee Check/cheque
Valid Payment Method
InFusion Employee EFT
InFusion Employee EFT
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On the Payroll Offsets page, in the Number of Years field, enter 5.
Note: The application generates the calendar of payroll periods in increments of 10 or fewer years. For example, if you want a 12-year calendar of payroll periods, you first enter 10 years and submit your changes. Then you edit the payroll definition, setting the number of years to 12. -
For the semimonthly payroll, use dynamic variables to define offsets as shown in this table, and then click Next.
Field
Falls Value
Day Type Value
Base Date Value
Cutoff Date
5
Before
Period End Date
Planned Submission Date
4
Before
Period End Date
Payroll Run Date
0
Before
Period End Date
Payslip Availability Date
0
Before
Period End Date
Date Earned
0
Before
Period End Date
Date Paid
0
Before
Period End Date
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For the monthly payroll, use fixed dates to define offsets as shown in this table, and then click Next.
Field
Value
Fixed Date
Yes
Cutoff Date
6/25/12
Date Earned
6/28/12
Payroll Run Date
6/28/12
Date Paid
6/28/12
Payslip Availability Date
6/28/12
Planned Submission Date
6/26/12
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On the Payroll Calendar page, adjust payroll days to account for a bank holiday, as shown in this table.
Column
Semimonthly Value
Monthly Value
Payroll Run Date
Old Value: 11/28/13
New Value: 11/27/13
Old Value: 5/27/13
New Value: 5/28/13
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Click Next.
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Review the details of the payroll definition, and then click Submit.