Click the Magnify Button to view the following fields:Typically used to create and maintain the Earnings Groups used to implement union payroll on your system.
Create Earning Groups for Journeymen, Apprentices, Masters, etc. for each labor union.
Specify the various earnings types applicable to each class of employees for the time periods that you define. Earnings Groups are typically used for union payroll.
Registry Earnings Group - sort Earnings by End Date.
Note: this Help Topic lists the standard configuration of all fields that may be included in this record. If you are using a customized system, the fields displayed on your screen may not exactly match the order or status (required, optional, default, display-only, hidden, etc.) of the fields described in this Topic.
The upper section of the screen consists of the data-entry fields that identify this group. The lower section of the screen lists the Earnings records comprising this group (e.g., wages, fringes, medical, pension, etc.).
Earnings Group Id: (15 character, only . and - special characters)
A unique Id for this table. This field is required.
Earnings Group Name: (30 character)
A brief description of this table. This field is optional but highly recommended.
Union Id:
The Union Id this group is associated with. Double-click on this field to select from a list of Unions.
Classification Id:
This optional field is designed for reporting purposes. If used, it should describe the union classification of employees associated with this Earnings Group (Foremen, Apprentices, etc.,). It enables reporting on various classes of employees within a single union or across all unions. See Union Classification Viewer for further information.
Earnings Group User1-5:
These optional fields may be used for entering any information your company wishes to retain (e.g., additional account numbers) for payroll setup.
Obsolete?
If this field is checked, the record is considered Obsolete, and it may not be directly specified during data-entry (either by entering the Id or selecting it from a list). Obsoleted records can be edited and the Obsolete option can be un-done when necessary. When you check the Obsolete field, the following message box will be displayed:
“You have elected to obsolete this record. Would you like to see existing references to this record?”
If you click Yes, the system will display a viewer that provides click-through access to all tables referencing this record: see References List for details.
Security Id:
If multiple location security is implemented on your centralized database system, this informational field typically displays the Security Id of the local user that created this record unless it is listed as an exception to use global security. If multiple location security is not implemented on your system, or if this record was created by a global user, this field will be blank.
Earnings Id:
Enter a valid Earnings Id or double-click on this field to select from a list.
Amount:
The dollar amount per Amount Type unit (hourly or salary) or percentage for Percent of Wages Amount Types.
Amount Type:
This field specifies what the Amount field represents: hourly (for hourly amounts), salary (for salary amounts), or Percent (if the amount represents a percent of wages).
The Amount Type of Fixed (per Payroll Period) is available for Fringes. This could be used to record taxable, company-owned vehicle usage. Validation ensures that the Amount Type of Fixed may only be selected if all of the following are true:
The Earnings Type is set to Fringe
The Fringe is not Accrued
The Fringe is not Job Costed
Start Date: End Date:
The time period this amount is valid for (e.g., fiscal year, contract period, etc.) If more than one line is entered for the same earnings id, the dates must NOT overlap. The system now validates that no overlap occurs for each Earnings Id/Pay Type combination.
Add Pay Rate Factor?
Check this box (by double-clicking or pressing the Spacebar) if this Earnings record should be multiplied by the Pay Rate factor (regular, overtime, doubletime, etc.) when making journal entries. For example, you would probably check this box for hourly wages or payroll taxes, but leave it blank for medical earnings.
Wage Fringe N/A
These display-only fields default from the Earning record, and define whether these earnings are categorized as wages, fringes or not applicable (job costing earnings) for journal entries.
Description
This display-only field lists a brief description of this Earnings record.
Taxable? Job Cost Labor Journal? Job Cost PR Check? Accrue?
These display-only fields default from the Earning record.
Click the Magnify Button to view the following fields:Pay Type:
This field should only be completed to enable an alternative way of determining overtime or double-time pay. This would be done if overtime isn't at a 1.5 multiplier. In this setup, you would create two earnings lines for base wages for the same Earnings Id:
The first earnings line for base wages would be your regular one; the Pay Type would NOT be filled in.
The second earnings line for base wages line would be for the same Earnings Id, but with the Pay Type Id completed. Typically, it would point to an OT Pay Type with its Rate Factor set to 1.0; . In addition, you would specify the actual OT pay rate in the earnings line. This line would be used instead of the first ONLY IF the Pay Type matched on the Labor lines entered.
Example:
Earnings Id: Amount: Pay Type Id:
base 27
base 43 OT (rate factor = 1.0. Hours Type=Worked, Category=Overtime)
In this example, when time was entered using a Pay Type of ‘OT’, the base earnings would be calculated as $43.00 instead of $40.50 per hour (27.00x1.5). In the traditional SAMPRO setup, the line 2 entry would not exist and the Pay Type would have a Rate Factor of 1.5. In that scenario the employee's OT pay rate would be $40.50 per hour (27.00x1.5).
Add to Wages for Wage-Based Fringes? (eligible for lines that are both "fringe" & "hourly")
Subject to Fringe Additions? (eligible for lines that are ("fringe" or "n/a") & "hourly")
These fields provide the ability to include certain fringes (deferred compensation) in the basis "wages" for percentage calculations of other fringe benefits. This functionality was required to satisfy payroll for a specific union contract, where the 401a (a union equivalent of 401k) must be separated from the base wage for some calculations but not for others.
Example:Include 401(a) fringe in calculation of H&W fringe
Example:
Wage $38
401(a) $2
H&W 5% (needs to evaluate as 5% of $40=$2)
In this example...
401(a) is an hourly-based fringe with the Add box checked in "Add to Wages for Wage-Based Fringes?".
H&W is a percent-based fringe with the Subject box checked in "Subject to Fringe Additions?".
Prior to this mod, the H&W fringe for each hour worked would have been computed as $38 x .05. By setting the new options as indicated in the example, the computation becomes ($38 + $2) x .05.