Payroll Assignments Calendar Article

Payroll Assignments Calendar Article

    Tutorial Link
Purpose: In general, payroll as defined on Payroll Assignments can be distributed across fiscal periods based on number of pay periods, number of working days, or any other measure.  Use this window to map the number of pay periods for each fiscal period/month.  These pay period mappings are used to calculate the pro-rated expense of the annual salary for each fiscal period/month on the Payroll Assignments.  This window also drives the number of pay periods specified per fiscal period on the Payroll Expense Definitions for the "Annual Amt - Custom PPDs" selection.


This article has the following section:

i) Relationship of this screen to Period labels/Company Definitions;

ii) Standard screen functionality

A) Setting up a new calendar

B) Duplicating an existing calendar

C) Deleting Pay Periods for a selected BudgetID


Specifying the number of pay periods is optional if you budget payroll expense evenly across all fiscal periods.  By default the annual salary will be evenly split by the number of fiscal periods that are defined in Manage Company Databases:




Examples:

  • Some Organizations budget 2 payrolls per month and assume 2 pay period per each of the 12 months;
  • Some Organizations budget payroll every two week, therefore 26 pay periods per year; and
  • Some budget salary pro-rated based upon the number of paid working days in a month or fiscal period.

Copy and Paste and Column Data Sort-Ascending/Descending functionalities are available.

The following "Right-Click" Menu and Short-Cut Keys are available:


A.  Setting up a new Calendar



1. From the drop down menus select the Company DB and BudgetID you wish to edit.  The grid will refresh with the data for that selection.
2. Enter the number of pay periods/working days for each month;
3. Define the start of the calendar year for capped payroll expense calculations, such as FICA.  From the drop down menu specify the Fiscal Period number which corresponds to January.
4. Click "Save" to save your settings.

B. Duplicating an existing Calendar


5. From the drop down menus select the Company DB and BudgetID you wish to duplicate. The grid will refresh with the data for that selection.

6. Click the "Duplicate Pay Calendar" button and the "Duplicate Pay Periods" pop-up screen appears;

7.  Using Right and Left Pointing Arrows to Select/Deselect, select the Available Company/s that contains the BudgetID to which you wish to duplicate the calendar.  Once the Company/s is selected the "Available Budgets" box will populate;
8. From the Available Budgets box Using Right and Left Pointing Arrows to Select/Deselect, select the BudgetID to which you wish to duplicate the Calendar.  This will populate the "Selected Budgets" box with the selected BudgetID;
9. Click the "Duplicate to Selected Budgets" button and the following message box will appear;



10.  Click "OK" to exit the screen.

C. Deleting Pay Periods for a Selected BudgetID


11.  From the drop down menus select the Company DB and BudgetID for which you wish to delete the PayPeriods. The grid will refresh with the data for that selection.
12. Click the "Delete" button and the screen will refresh with all the PayPeriods set to 1 and the designated Calendar Year Start to "P00".  For an example, please compare the above "FY15" calendar before the PayPeriods were deleted to the below.


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