Configure Earnings for ConnectedPay

ConnectedPay Feature Configuration

Version
R62 SP2
Configure Earnings for ConnectedPay

Before You Begin:

  • Make sure that you have set up the Tax Compliance Rules that correspond with the earnings that are creating. For more information, see Configure Tax Compliance Rules for ConnectedPay.
  • Make sure that you have an XREF codes for each of the earnings that you are creating. Each earning requires a unique XREF code. Your payroll partner provides you with those XREF codes. You must ensure that the payroll partner includes the three-character ISO code as a prefix for each code.
  • Determine whether or not the earning is for an employee payroll election. For payroll elections, you select the Generated checkbox.

Configuring Earnings to use in a ConnectedPay project

This task describes creating the Regular earning, but you can follow the same steps for the Memo Calc earning.

Important: The payroll partner must give you a unique Reference Code (XREF code) for each earning that you create to ensure that the GPRI works correctly.

To configure Earnings to use in a ConnectedPay project:

  1. Go to Payroll Setup > Earnings and Deductions, and click the Earnings tab.
  2. Click Add to open the Tax and Compliance dialog, which displays available tax compliance rules in the left column.
  3. Locate and select the International Regular tax compliance rule that you created, and then click Select to load a blank earning that uses the tax compliance rule setting you selected as a template.
  4. In the Name and Description fields, enter the ISO code and name of the earning. For example, MEX Bonus.
  5. In the Reference Code field, enter the XREF code given to you by the payroll partner that corresponds to this earning.
  6. Depending on whether or not the earning will be used as a payroll election, take one of the following steps:
    1. If the earning is not a payroll election, continue to step 8; or
    2. If the earning is a payroll election, select the Generated checkbox and continue to step 7.
  7. If you selected the Generated checkbox take the following steps:
    1. Click the Parameters tab and select the appropriate options. Generated earnings for ConnectedPay can use only the calculation type flat amount or percent of. Review the topic Create Generated Earning Definitions for specific settings.
    2. Click the Pay Groups tab, and add the appropriate pay groups to determine which employees this earning applies to.
  8. Click Save.

Additional information about earnings

Earnings used for payroll elections are also known as generated earnings. Non-generated earnings are also known as time-based earnings. For more information, see the following topics:

  • Time-Driven Earnings
  • Generated Earning Definitions.
  • Create Generated Earning Definitions