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.
Fields on the Earning Types screen
Field | Description | Notes |
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Audit |
View a history of changes to the screen. |
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Earning Types pane | ||
Type |
Select a type of earning from the drop-down list to filter the Earning Types list. Options include:
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Add |
Add an earning type. |
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Delete |
Delete the selected earning type. |
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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. |
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Earning Types list |
Select an earning type from the list to view or edit information in the Details pane. |
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Details pane | ||
Name |
Name for the earning type. |
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Processor Code |
A code that is used when exporting earnings to your payroll processor. |
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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):
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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):
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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):
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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):
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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):
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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):
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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):
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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):
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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):
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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):
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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):
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Include In pane |
Select check boxes in this pane to include the earning type in the specified calculations:
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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:
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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. |