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.

To create an element:

Navigation: My Client Groups > Elements > Create

1. Select your Legislative Data Group.
2. 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

3. In the Category field, select Standard.
4. 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.

5. Click Continue.
6. 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

7. Click Next.
8. 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

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