Pay Stub Amendments
MAIN MENU > Payroll > Pay Stub Amendments
Pay Stub Amendments provide a method for making specific, individual changes to employee pay stubs that cannot be performed automatically within the Taxes / Deductions feature. By default, Taxes/Deductions apply to every pay period.
Pay stub amendments allow you to define specific calculations, or formulas, and apply them to all employee pay stubs or to individual employees. In addition, they may be ignored if the eligibility criteria are not met or if the calculation formula results in a zero value. Examples of such changes are: bonuses, pay advances, employee loans, and reimbursements to petty cash.
To add a new Pay Stub Amendment, do the following:
- Click Payroll, then click Pay Stub Amendments in the main menu.
- Click New in the button bar.
- Complete the fields in the Pay Stub Amendment tab.
- Click Save in the button bar to save your changes, or click Cancel to discard.
See the Basic Operation section for details on viewing, adding, editing and deleting.
NOTE: Post dating "Pay Stub Amendments" is common practice and can be useful when you enter a holiday bonus several weeks in advance. When generating pay stubs, any amendments having effective dates set between the pay period start and end date will be used.
WARNING: Anytime you add or modify pay stub amendments, you must recalculate employee pay stubs for those changes to take effect. Under normal circumstances, you should enter all pay stub amendments for all employees at one time and then generate pay stubs when you finish. However, if you enter them individually or generate pay stubs multiple times, you need to recalculate the pay stubs each time.
| Pay Stub Amendment Tab |
| FIELD |
DESCRIPTION |
| Employee(s) |
Select one or more employee names to which this pay stub amendment will apply. Move names to the Selected Items column on the right. |
| Pay Stub Account |
Choose the Pay Stub Account that will be affected by this amendment. |
| Amount Type |
Decide whether the Amount is to be Fixed or a Percent, and select an amount type.| AMOUNT TYPE | DESCRIPTION |
|---|
| Fixed | Complete the following fields.| FIXED | DESCRIPTION |
|---|
| Rate | Enter the rate of pay this amendment will use. | | Units | Enter the units, which is the value that will be multiplied by the Rate to get the total Amount of this amendment. In most cases, Units usually refers to hours, but it can refer to anything else, such as miles traveled or items purchased. | | Rate | Enter the rate or click on Get Hourly Rate to automatically fill in the hourly rate of the selected employee. | | Amount | This is the calculated amount for this amendment. If you enter Rate and Units, then an automatic calculation of Amount is done for you. Otherwise, you must specify a value for Amount. |
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| | Percent | Complete the following fields.| PERCENT | DESCRIPTION |
|---|
| Percent | Enter a percentage of pay this amendment will use. | | Percent Of | Select the item (ie: regular pay, bonus, etc.) for the percent calculation. |
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| Pay Stub Note (Public) |
Enter a note describing this amendment that will appear on the employee's pay stub to help the employee understand why the adjustment was made. |
| Description (Private) |
Enter a private description that the employee will not see for your own internal accounting purposes. |
| Effective Date |
Select the date the pay stub amendment becomes effective. This date must fall in an open pay period. It can be post-dated if necessary. |
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Cost Centers Tab
Only when the pay stub accounts are allocated to the specified cost centers (Branch, Department, Job, Task) will they flow through to the General Ledger.