Create Payroll Elements

This example shows how to define elements for a US legislative data group where the country extension is set to Payroll Interface.

This table summarizes the key decisions for each element that you define and provides the selections for this example.

Decision to Consider	In This Example
What is the primary classification?	One of these choices: Standard Earnings Supplemental Earnings Taxable Benefits Pretax Deductions Voluntary Deductions Information elements aren't supported.
At which employment level should this element be attached?	Select the appropriate level. Typical examples are: Payroll relationship level for deductions and benefits elements Assignment or terms level for salary, pension, and social insurance elements Assignment level for overtime rules, rates, and bonus elements Verify whether your third-party payroll provider can handle terms-level information.
Does this element recur each payroll period, or does it require explicit entry?	Select Recurring or Nonrecurring.
What are the values to enter for deduction elements?	Period Deduction Amount Goal Amount

Define an Element

Before you define an element, set your country extension to Payroll Interface on the Features by Country or Territory page. This setting controls the behavior of important payroll-related features, such as element templates.

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

2. On the Elements page, click Create.

3. Select your Legislative Data Group.

4. Select the primary classification that matches the purpose or use of the payroll element.

   Element	Example	Primary Classification
   Recurring base pay	Annual salary, hourly earnings	Standard Earnings
   Recurring payments	Allowance	Standard Earnings
   Nonrecurring payments	Bonus	Supplemental Earnings
   Recurring or nonrecurring voluntary deductions	Savings plans, charitable contributions, or uniform deposit	Voluntary Deductions

5. In the Category field, select Standard.

6. Select the secondary classification that corresponds to the selected primary classification.

   Example Purpose or Use	Secondary Classification
   Recurring base pay	Regular
   Nonrecurring payment	Bonus
   Recurring voluntary deduction	Select the relevant choice. If there is none, leave it blank.

7. Click Continue.

8. On the Basic Information page, complete these fields. Click Next.

   Field	Sample Value
   Name	Annual Salary Hourly Wages Allowance Spot Bonus Red Cross Contribution
   Reporting Name	Enter the name that you want to display on reports for this earnings or deduction payroll element.
   Effective Date	1/1/1951 Enter an early date so that the payroll element is available for use immediately.
   Currency	US Dollar
   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 Process Date
   At which employment level should this element be attached?	Select the appropriate level, such as terms or assignment level for salary.
   Does this element recur each payroll period, or does it require explicit entry?	Recurring or Nonrecurring
   Process the element only once in each payroll period?	Yes
   Can a person have more than one entry of this element in a payroll period?	No
   Process and pay element separately or with other earnings elements?	Does this element have a limit on the amount which is exempt from Federal Tax?
   Does this element have a limit on the amount which is exempt from Federal Tax?	No
   Does this element have a limit on the amount which is exempt at state level?	No

9. Click Next.

10. On the Additional Details page, complete these details:

    Field	Value
    What is the default periodicity of this element?	Bimonthly
    Periodicity Conversion Rule	Standard Rate Annualized

11. Verify whether the information is correct, click Submit.

Set Up Values for Deduction Elements

Configure values for deductions and select the special purpose Primary Input Value as one of the values.

Specify a value that limits the amount deducted for a value using a goal amount for recurring elements.

1. On the Element Summary page, Element Overview hierarchy, select Input Values.

2. From the Actions menu, select Create Input Values.

3. For all deduction elements, enter these values:

   Field	Value
   Name	Name of the value, such as Period Deduction Amount
   Display Sequence	1
   Special Purpose	Primary input value or Percentage
   Unit of Measure	Money
   Create a Database Item	Yes

4. For recurring deduction elements with a goal amount, name the value Goal Amount

5. Click Save.

6. Click Submit.

Set Up Element Eligibility

On the Element Summary page, update the newly defined element detail for eligibility.

1. From the Edit menu, select Update.

2. In the Element Overview hierarchy, select Element Eligibility.

3. From the Actions menu, select Create Element Eligibility.

4. In the Element Eligibility name field, enter the element name with the suffix as Open.

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

6. Save and submit the element.