4Create a Payroll Earnings Element

This example illustrates how you can use the elements template and create a regular earnings element, such as salary.

After you create the earnings element, you must create at least one eligibility record for it.

Follow these steps to use the elements template and create an earnings element for payroll.

  1. On the Home page, click the Elements quick action under the My Client Groups tab.
  2. On the Elements page, click Create and complete the fields as shown in this table.

    Elements Basic Information

    Field Value
    Legislative Data Group Your Legislative Data Group
    Primary Classification Standard Earnings
    Secondary Classification Regular
    Category Standard
  3. Click Continue.
  4. 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.

    Details of New Element

    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

    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
    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
  5. Click Next.
  6. On the Additional Details page, complete the fields, as shown in this table.

    Element Info on Additional Details Page

    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
    Proration Group Entry Changes for Proration
    Proration Units Hourly
    Proration Rate Conversion Rule Standard Rate Annualized
    Is this element subject to retroactive changes? Yes
    Retro Group Entry Changes for Retro
  1. Click Next. Verify that the information is correct. and click Submit.

Create 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.