Create a Payroll Element to Use with Salary Bases

Configure the payroll element for use in recurring base pay, such as annual salaries and hourly earnings. This guidance applies to US legislative data groups (LDG).

You can use the same payroll element with multiple salary bases if they've the same currency. You can’t use the same element for salary bases, individual compensation plans, and workforce compensation plans, or a combination.
  1. On the My Client Groups > Compensation page, click Elements.
  2. On the Elements page, click the Create icon.
  3. On the Create Element dialog box, complete these steps:
    1. Select a US LDG.
    2. Select the primary classification, such as Standard Earnings. The listed classifications depend on the LDG that you selected.
    3. Optionally select the secondary classification, such as Regular. When the selections don't really match your purpose, you can skip this step.
    4. Select the appropriate category, if required, such as Standard.
    5. Click Continue.
  4. On the Create Element: Basic Information page, complete these steps:
    1. Enter a descriptive name that lets you and others easily figure out the use or purpose of the element. Make sure that the name starts with a letter and contains only letters, numbers, spaces, hyphens, or a combination of these. It can't contain any special characters.

      You can include a prefix, such as SB that lets people easily identify that the element is for a salary basis. You don't want people using the same element in different compensation objects because it can lead to payroll conflicts. It can also lead to unexpected deletions of salary or individual compensation. Two example names are SB US Annual Salary and SB California Hourly Wages.

    2. Complete these basic information fields.

      Field Value Guidance
      Reporting Name

      Enter the name that you want to show in compensation history, on reports, and on payslips for this earnings payroll element.

      Reporting names need to be unique for elements that you add to compensation history.

      Effective Date

      Enter 1/1/1951.

      Enter an early date so that the element is available for use immediately in your salary bases, and individual and workforce compensation plans.

      Currency

      Select US Dollar.

      Decides each individual’s local salary currency.

      What is the earliest entry date for this element? Select First Standard Earning Date.
      What is the latest entry date for this element? This date decides how element entries process after someone's job is terminated or they're transferred to another payroll. Select the value that fits your business process.
      At which employment level should this element be attached?

      Select Assignment.

      Term-level elements aren’t supported.

    3. Specify that this element recurs each payroll period.
    4. Specify whether a person can have more than one entry for this element in a payroll period. To let people link the same salary element to multiple salary bases, select Yes.
    5. To accept the remaining default values, click Next.
  5. If your implementation includes it, on the Create Element: Additional Details page, complete these steps:
    1. Select the calculation rule, such as Flat amount.
    2. Select the default periodicity, which is the frequency that the salary basis stores the amount in. The value should be the same as the salary basis frequency, such as Hourly, Weekly, or Monthly.
    3. Select the conversion rule for the element. For the calculation used by each conversion rule, see Conversion Rule Options for Configuring Additional Details of Payroll Elements.
    4. To accept the default values for the remaining rules, click Next.

      If you use Global Payroll or Global Payroll Interface, configure more details for base pay elements, such as proration and retroactive changes.

  6. On the Create Element: Review page, complete these steps:
    1. Review all your rules and options to ensure that every value is correct.
    2. To create the element, click Submit.
  7. On the Element Summary page, complete these steps:
    1. Review the generated input values. To link the element to a salary basis, the element needs to have a monetary input value and the Periodicity input value.

      • If your implementation includes Global Payroll, you can use the automatically created Amount input value as is with no extra configuration. If Amount wasn’t automatically created, you need to create a monetary input value so that people can link the element to a salary basis.
      • If the primary classification is Standard Earnings, the Periodicity input value was automatically created. If the primary classification is Information, you need to create it.
    2. Make the element eligible for everyone to use. The element will apply only to people assigned the salary basis linked to this payroll element.

      1. In the Elements Overview section, select Element Eligibility.
      2. On the Actions menu, select Create Element Eligibility.
      3. In the General Information section, Element Eligibility Name field, enter the element name with the suffix Open. For example, for the SB US Annual Salary payroll element, the element eligibility name would be SB US Annual Salary Open.
      4. Enter the same effective date for element eligibility that you did for the element effective date, such as 1/1/1951.
      5. To prevent the creation of duplicate element entries when creating or loading salary, make sure that the Automatic entry option is clear.
    3. Click Submit.
    4. Click Done.