Earning Types screen

Earning types are used to classify other pay types and benefits that your employees might earn or accrue. The main classifications of earning types include earnings, memos, and accruals. 

Note: To configure advanced earning types, contact your Client Success Manager (CSM) or Service Desk. Advanced earning types, such as regular and premium, might impact on hours distribution calculations and therefore require additional configurations.

earning types screen

Fields on the Earning Types screen

Field Description Notes

Audit

View a history of changes to the screen.


Earning Types pane

Type

Select a type of earning from the drop-down list to filter the Earning Types list. Options include:

  • All

  • Earning

  • Memo

  • Accrual

  • Regular (if configured)

  • Premium (if configured)


Add

Add an earning type.


Delete

Delete the selected earning type.


Filter by name

Enter the name of an earning type into the field to search the list.

As you type, the list updates to match your entry.


Earning Types list

Select an earning type from the list to view or edit information in the Details pane.


Details pane

Name

Name for the earning type.


Processor Code

A code that is used when exporting earnings to your payroll processor.


Earnings Type

Type of earning: Regular, Memo, Accrual, or Premium. The selected earning type determines which other fields appear in the Details pane. If the earning type is Accrual, an Accrual pane appears. In the Accrual pane, you select the Benefit Earnings to be associated with the earning type.

Read-only.

Unit Type

Unit of measure (Hours, Costs, Units, Hours & Costs, or Days) that is used to calculate earnings.

Read-only.

Accrual Frequency

How often the accrual is calculated and distributed to eligible employees. You can choose to calculate earnings daily or at the end of each pay period.

Read-only.

This field appears for the following Earnings Type(s):

  • Accrual

Earning Category

A configured earning category with which the earning is associated. For example, the earnings might be associated with Sick, Vacation, Holiday, and so on.

For more information, see Earning Categories.

This field appears for the following Earnings Type(s): 

  • Earning

Reverse Processor Code

Used for the payroll export process. The information you enter in this field should match the information provided by your payroll system.

This field appears for the following Earnings Type(s):

  • Earning

  • Accrual

  • Memo

  • Regular

  • Premium

Pay #

Used for the payroll export process. The information you enter in this field should match the information provided by your payroll system.

This field appears for the following Earnings Type(s):

  • Earning

  • Memo

  • Regular

  • Premium

Tax Frequency

Used for the payroll export process. The information you enter in this field should match the information provided by your payroll system.

This field appears for the following Earnings Type(s):

  • Earning

  • Memo

  • Regular

  • Premium

Payroll Bucket

Used for the payroll export process. The information you enter in this field should match the information provided by your payroll system.

This field appears for the following Earnings Type(s):

  • Accrual

  • Earning

  • Memo

  • Regular

  • Premium

Min. Units

Minimum number of units for which an employee can receive earnings. If you enter an earning that is less than the minimum, you will not be able to add the earning.

This field appears for the following Earnings Type(s):

  • Accrual

  • Earning

  • Memo

  • Regular

Max. Units

Maximum number of units for which an employee can receive earnings. If you enter an earning that is greater than the maximum, you will not be able to add the earning.

This field appears for the following Earnings Type(s):

  • Accrual

  • Earning

  • Memo

  • Regular

Max. Balance

Maximum amount of accruals that an employee can receive. If you enter an earning that is greater than the maximum, you will not be able to add the earning.

This field appears for the following Earnings Type(s):

  • Accrual

Max. Negative Balance

Maximum negative balance that an employee can accrue. This is useful if your property allows negative accruals but has a limit on the total number of negative units. For example, if your Unit Type is Days, and your property allows a up to five days of negative accruals, you would enter -5. If an employee exceeds the maximum negative balance, you will be alerted when entering an earning that exceeds the maximum.

This field appears for the following Earnings Type(s):

  • Accrual

Minimum Approval Level

Minimum approval level for users who approve the earning. Users' approval level must be greater than or equal to this value to approve earnings that are associated with this earning type.

This field appears for the following Earnings Type(s):

  • Earning

  • Memo

Include In pane

Select check boxes in this pane to include the earning type in the specified calculations:

  • Average Wage Calcs

  • Base Pay

  • 7(i) Commissions

  • Benefit Calcs

  • Gross Sales

  • Tips

  • Work Rules

  • Earnings Wizard

  • Time Off

  • Salary Distributions

  • Re-Allocate Hours

  • Mobile

  • Benefit Calcs

The check boxes that appear in this pane are determined by the selected Earning Type.

Other Options

Select check boxes in this pane to configure additional options:

  • Pay at Least Min. Wage—If selected, the earning is paid at minimum wage for jobs that have a regular rate of pay that is below minimum wage. For example, a busser has a pay rate of $2.13 per hour, but vacation and sick accruals are paid out at the minimum wage rate.

  • Round On Export—If selected, earnings are rounded to the nearest dollar when exporting.

  • Tips—If selected, the earning comes from tips that are paid by credit card.

  • Exclude from Payroll Export—If selected, the earning is excluded from payroll. For example, earnings for cash tips would not go to payroll because the employee was paid in cash.

  • Re-Allocate Premium Hours Only—If selected, only premium hours can be reallocated.

  • Export As Costs—If selected, all hours-based earnings are to be exported as cost-based earnings.


Accrual pane

Select check boxes to indicate which benefit earnings are associated with the earning type.

This pane appears only if the Earnings Type is Accrual.