Create Earnings Elements for Payroll

This example shows how to use the element template to create a regular earnings element, such as salary. After you create the earnings element, you must create at least one eligibility record for it.

Creating an Earnings Element

  1. On the Home page, click the Elements quick action under the My Client Groups tab.

  2. On the Elements page, click Create.

  3. Complete the fields, as shown in this table.

    Field

    Value

    Legislative Data Group

    Your legislative data group

    Primary Classification

    Standard Earnings

    Secondary Classification

    Regular

    Category

    Standard

  4. Click Continue.

  5. Enter a name and other basic details, then respond to the questions as shown in this table.

    You can enter up to 50 characters for the element name. If you enter more than 50 characters, the task automatically shortens the name.

    Question

    Answer

    Should every person eligible for the element automatically receive it?

    No.

    What is the earliest entry date for this element?

    First Standard Earnings Date

    What is the latest entry date for this element?

    Last Standard Earning Date

    Note: If you select this date, you must enable proration so the calculation is correct if a person leaves prior to a pay period end date.

    At which employment level should this element be attached?

    Assignment Level

    Does the element recur each payroll period, or does it require explicit entry?

    Recurring

    Process the element only once in each payroll period?

    Yes

    Can a person have more than one entry of the element in a payroll period?

    No

    Process and pay element separately or with other earnings elements?

    Process and pay with other earnings

  6. Click Next.

  7. On the Additional Details page, complete the fields, as shown in this table.

    Question

    Answer

    What is the calculation rule?

    Flat Amount

    What is the default periodicity of this element?

    Calendar Month

    Periodicity Conversion Rule

    Standard Rate Annualized

    Is this element subject to proration?

    Yes

    Note: If you aren't sure, choose Yes.

    Proration Group

    Entry Changes for Proration

    Proration Units

    Hourly

    Proration Rate Conversion Rule

    Standard Rate Annualized

    Is this element subject to retroactive changes?

    Yes

    Note: If you aren't sure, choose Yes.

    Retro Group

    Entry Changes for Retro

    Should this element be included in the earnings calculation of the FLSA overtime base rate? (USA only)

    Yes

    Should this element be included in the hours calculation of the FLSA overtime base rate? (USA only)

    Yes

  8. Click Next.

  9. Verify that the information is correct.

  10. Click Submit.

Creating an Eligibility Record

On the Element Summary page, update the newly created element details.

  1. In the Element Overview section, select Element Eligibility and click Create Element Eligibility.

  2. On the Element Eligibility name field, enter REGULAR SALARY ELIG.

  3. In the Eligibility Criteria section, select All payrolls eligible.

  4. Click Submit.