Adding or Updating a Recurring Earning

Adding or Updating a Recurring Earning

From time to time, it necessary to update or add a recurring earning or "autopay" to an employee. Some examples would be cell phone reimbursements, ongoing bonuses, or other scheduled pays besides salary.

Navigate to the menu and follow the path of Team > My Team > Employee Information




Once you can see your employee list, enter the employee's information page and navigate to the payroll tab.



On the payroll page, you will see a "Jump To" list on the left to navigate directly to Earnings or you can scroll down to the Earnings widget.

To edit an existing recurring earning, select the name which should show as a blue hyperlink. To add a new earning, select the ellipses (...) in the top right corner and choose New Earning. Last, select the earning you want to add.


      

A new screen will pop up to enter/edit the information for the deduction. The required fields to enter with explanation:

  1. Begin Date: This should be the start date of the earning. For a new earning, the start date will default to the current date, but this can be changed to the future if the earning should start later.
  2. End Date: If this is a new earning, leave the End Date as blank. If you are editing a earning to stop it, put the end date as the last day the earning should be effective.
  3. Annual Max: This is an informational field that only applies in specific circumstances
  4. Pay Statement Type To Apply To: This field should be left blank unless you have an employee who receives multiple pay statement types in the same regular payroll. If this is the case, please select the appropriate pay statement types to pay this earning on (most likely Regular).
  5. Amount Type: There are several options in this list with the most common being Flat $ Amount. A Flat $ Amount will pay a certain amount on the pay statement. If you have a different need and are unsure, reach out to your specialist.
  6. Amount: This is the corresponding dollar amount to pay.
  7. Frequency: This is very important and will dictate how often this earning is paid to the employee. For instance, if this should only be paid on the first check of the month, choose "Monthly". If the earning should be paid every payroll, select "Every Scheduled Pay".



After you have filled everything in and chosen Save & Add at the top, you are done unless you need to track a goal amount.