This article is intended to give its reader a quick glance at the information provided on the Pay Information page as well as an overview of some of the functions of the page.
To arrive at the Pay Information page you need to first navigate to an employee's profile. From there go to the Pay drop down and select the Pay Information option.
Once you've arrived at the Pay Information page you'll notice that there are four tabs you can navigate between: Earnings, Deductions, Taxes, and Taxable Wages. Each tab provides information correspondent to its title. To the right on each tab you have the option to select the FEIN, year, and (when available) quarter you want to look at. These drop downs will filter out the information that is represented on the bar graphs as well as on the charts below. You can also filter to see All records or active records only using the toggle beneath the drop downs.
The star of each tab is the bar graph located at the center of the page. These graphs give information based on the tab you are currently viewing. The only tab that does not have a bar graph is the Taxable Wages tab. For the Earnings tab each bar on the bar graph represents the different earnings the employee has been paid (Salary, Holiday, Vacation, etc.); the bars on the graph in the Deductions page represents the different deductions that have been taken out of the employee's pay (Medical, Dental, 401k, etc.); and in the Taxes tab each bar represents the different taxes that have been deducted from the employee's pay (FIT, SIT, FICA, etc.).
The bottom portion of each tab has a chart of the information that is represented in the graph above. This chart shows the same information displayed in the bar graph, but in a different format. At the end of each row are three buttons: View, Edit, and Delete.
- When you click on the View button a window will pop up that gives you further details on the specific line you chose.
- When you click on the Edit button, you are given the option to edit any of the details of the earning, deduction, tax, etc. When changes are made here the changes are carried through to the rest of the system. For example, if you choose to update an employee's 401k deduction to contribute 5% instead of 4% then that change will be made and pull onto the next payroll.
- When you click on the Delete button, that earning code, deduction code, etc. will be deleted and that change will also affect payroll.
Below and to the left of each chart is a blue Audit button. When you click on this button, a window pops up that shows the audit trail for the tab you're on. It provides you with the Username of the individual who made any changes to the tab, shows notes related to the change that was made, and gives a time stamp for when the change was made.
To add an earning, deduction, or tax:
Click on the blue "Add+" button. This button allows you to add an entry to the tab you are currently viewing. For example, if you are on the Earning tab and you click the add button, a window will appear that will allow you to choose the details of the earning you wish to add for the employee. Keep in mind, whatever you add here will flow through onto payroll.