Issue Description:
Users are experiencing difficulties when attempting to create a new payroll element and set the correct frequency. This issue prevents the proper setup of payroll elements, which is essential for accurate payroll processing.
Details Provided:
- Users are unable to set the correct frequency for the new payroll element, leading to incorrect payroll setups.
Resolution Steps:
- Navigate to Elements: Under My Client Groups, select Show More from the quick actions. Go to Payroll > Elements. Click Create to start a new element.
- Define Element Basic Info: Legislative Data Group: Select your region (e.g., US). Primary Classification: Voluntary Deductions. Secondary Classification: Union Deductions. Element Name & Reporting Name: e.g., Union Dues US 1. Effective Date: Recommended as 01-Jan-1951. Input Currency: Defaults to legislative group; can be changed.
- Configure Element Details: Automatic Assignment: Select No. Earliest Entry Date: First standard earning date. Latest Entry Date: Choose based on org needs; demonstration uses Last standard process date. Employment Level: Assignment level. Insufficient Net Pay Handling: Choose based on policy (e.g., Take partial deduction, place remaining in arrears). Recurring: Select Yes (for recurring deductions). Process Once Per Payroll Period: Yes for flat amount, No for earnings-based. Allow Multiple Entries in Period: No.
- Define Calculation & Special Rules: Calculation Rule: Fixed amount deduction. Subject to Proration: No. Subject to Retro Changes: No (for flat amounts). Stop When Total Reached: No.
- Review & Submit: Review all input. Click Submit. Wait for process to complete and verify status.
- Create Element Eligibility: For Main Element: 1. Search for main element. 2. Set Effective Date to 01-Jan-1951. 3. Go to Element Eligibility > Actions > Create. 4. Use element name as eligibility name. 5. Leave criteria blank (unless filtering by department, job, etc.). 6. Submit. For Results Element: 1. Repeat same steps above for the results element.
- Add Costing Information (if applicable): Select the Costing tab. Click Edit > Create. Set Costing Type to Costed. Enable Transfer to General Ledger (if applicable). Under input values, add row: Choose Pay Value. Enter Cost Account and Offset Account. Submit.
Additional Comments:
- The issue arises when users are unable to set the correct frequency for the new payroll element, leading to incorrect payroll setups.
- If further assistance is needed, please reach out for support.
Contact Information:
Support Contact: For additional help, contact the IT support team.