Payroll Tab

For information about a part of the screen, click on that part of the image below.

Payroll Tab

To edit entries on the Payroll tab, click Edit.

Fields on the Payroll Tab

Payroll Information

Adjusted Date. The adjusted date is the Adjusted Hire Date, which is often used for reporting purposes and length of service calculations for benefit-hours accrual policies.

A company might use the adjusted hire date to recognize longevity when an employee is transferred from one company to another. This date may be the same as the Original Hire Date, the Re-Hire Date or an agreed upon date between the employee and the organization.

Benefit Service Date. The benefit service date should reflect the start date for benefits according to your company's policies and benefit plans. This date can be used to establish eligibility in benefit calculations.
Birth. The Birth field shows the employee's birth date.
Term. The Term field is the employee's termination date, if the employee is terminated. Most often, this field is populated through the Employee Termination Wizard.
Employment Type. Verify or select the employee's employment type.
Employment Status. Verify or select the employee's employment status.
Benefit Profile. Verify the selected benefit profile. If the selected profile is incorrect, change it, and then end and add employee benefit details for the employee as needed.
Payroll Mode. The payroll mode indicates the pay frequency and how pay is calculated.
Pay Amount. The pay amount should be based on the selected payroll mode. The Pay Amount may be defined to four decimal places after the decimal, such as 10.1234. When only two decimal places display after the decimal point for the Pay Amount, the subsequent decimal places are zeroes.
Pay Period Hours. The pay period hours should be based on the selected payroll mode, pay group, and employment status. When two decimal places after the decimal point display for the Pay Period Hours, the subsequent decimal places are zeroes, such as 80.00 displaying for 80.0000. The Pay Period Hours may be defined to four decimal places after the decimal, such as 93.3333.
Hourly Rate. The hourly rate displays based on the other payroll information entered.
Annual Salary. The annual salary displays based on the other payroll information entered.
Pay Group. Pay Groups are associated with companies and determine the frequency of the employee's pay. See the Payroll topic for more information.
STD OT or FLSA OT? Designate whether standard overtime rules (STD OT) or FLSA overtime rules (FLSA OT) apply to the employee. This information will be available for reporting.
W-2 Type. An individual who meets the regulatory definition of an employee, should have the Employee W-2 filing form option selected. An individual who classifies as an independent contractor instead of an employee, should have the Employee 1099-MISC Filing Form option selected, which will stop tax records from being generated for that individual.

WARNING: If you select the Employee 1099-MISC Filing Form option for an individual’s W2 Type, the system will not generate tax records for that individual.

Federal and State Tax Info

FIT Resident State. The state within the United States where the employee resides for federal tax purposes is the state that should be selected as the FIT resident state.
FIT Filing Status (required). The FIT Filing Status should be based on the employee's completed Form W-4. This field displays codes from the Tax Filing Status codes table. See the topic Tax Filing Status Codes for more information.
FIT Additional Amt. The additional dollar amount that the employee has requested be withheld through Federal income tax withholding. Confirm this amount with the additional amount entered on the Employee Tax Detail for Federal income tax, which is the controlling additional amount.
FIT Exempt? Only those employees who are exempt from federal income tax should be marked FIT Exempt.
FIT Exemptions. The number of federal income tax withholding exemptions claimed by the employee on his or her W-2 is the number of FIT exemptions. This number should be based on the employee's completed Form W-4 or specific directions from the IRS.
SIT Work State. The state within the United States where the employee works or performs the majority of work is the work tax state that should be selected on the Payroll tab. When entering detailed pay entry, the State field populates with this entry as the default. In the case of employees who are working in more than one state that collects state income tax, choose the primary state in the SIT Work State field.
SIT Filing Status (required). The tax filing status for the employee and the selected SIT Work State is assigned here. For some states, this information is from the a state withholding form completed by the employee, and for other states, the W-4 information can be used.

This field filters to only tax filing statuses defined for the selected Work Tax State. See the topic Tax Filing Status Codes for more information. To refresh the selection list for a state, re-select the SIT Work State, and return to the Filing Status field.

For states with income tax, the state filing status is found either on the employee's completed state withholding certificate or on the Federal W-4 information (if the state permits using the Federal W-4 for this).

For states without income tax, select the corresponding Federal tax filing status.

Note: If a valid filing status for the state is not assigned, the system withholds at the highest rate in the employee's work state.

SIT Exempt? Only those employees who are exempt from state income tax for the selected SIT Work State should be marked as SIT Exempt.
SIT Exemps. The number of state income tax withholding exemptions claimed by the employee on a state withholding certificate for the selected SIT Work State. For some states, this may mimic the number of federal exemptions. For others, this should be based on the state withholding certificate.
SIT Additional Amt. The additional dollar amount that the employee has requested be withheld for state income tax for the selected SIT Work State. Confirm this amount with the additional amount entered on the Employee Tax Detail for the state income tax, which is the controlling additional amount. Additional Employee Tax Details can be added as needed for additional taxes.

Work Tax Locality. The employee's default work tax locality is selected in the Work Tax Locality field.

The Payroll Tab and the Employee Tax Details for State Income Tax

Saving changes to the SIT Information fields on the Payroll tab updates any existing state income tax withholding record for the employee and the selected SIT Work State: "SIT Additional Amt" (to the Additional Tax Amount), SIT Filing Status, SIT Exempt checkbox, and "SIT Exemps."

Additional amounts or additional percentages can be recorded for other taxes, including state income taxes for states other than the SIT Work State, on the applicable Employee Tax Detail record. Only define the Additional Tax amount for the SIT Work State in the "SIT Additional Amt" field on the Payroll tab.

The Payroll Tab and the Employee Tax Detail for Federal Income Tax

Saving changes to the following FIT fields on the Payroll tab update the Federal income tax withholding record for the employee: "FIT Additional Amt" (to the Additional Tax Amount), FIT Filing Status, FIT Exempt checkbox, and FIT Exemptions.