Create and Manage Elements

Use the Elements task to create and review elements.

Before you start

You need to have set the country extension to Payroll using the Manage Features by Country or Territory task before you create elements for payroll processing. This setting ensures that you use the appropriate element templates.

When creating elements, your selection of the element classification and category decides the questions in a predefined template.

Navigation: My Client Groups > Payroll > Elements

Here's what to do

  1. Select the Element Classification and the Category.
  2. Provide answers to the questions in the predefined template.
  3. Once you submit the template, the element is created which can be edited as required.
  4. You can create more input values, or balance feeds if necessary.
  5. Creating certain elements also creates component groups, calculation value definitions, and other calculation information. For example, creating involuntary deductions or pension deductions might create other objects. Use the relevant tasks in the Define Earning and Deduction Definitions task list to review the objects generated for each element.
    TaskWhat you can do

    Manage calculation value definitions for payroll components that are associated with a set of rates and rules used for calculation or reporting.

    • Review the tables that hold the rates and other values used to calculate deduction and exemption amounts.
    • Change some value definitions. For example, you might enter a default payee for pension payments.
    • Create calculation ranges, if required.

    Manage calculation information for elements that generate payroll components, such as involuntary deductions and statutory deductions.

    • Review the calculation information provided such as the wage basis rules and calculation factors.
    • Create calculation factors, if required.

    Manage component groups that are predefined categories of calculation components managed by component group rules.

    • View rules for component groups.
    • Change the rules, such as wage basis rules, for some deductions.
  6. After the setup, you can add calculation components to personal calculation cards by loading data, such as time cards, or by using the Calculation Cards task. Usually, hiring a worker creates a statutory deduction card automatically.