Before You Begin: Limits must be configured with an employee-level access, such as Employee, or Pay Group or Employee Override, or Payee or Employee Override. Access is assigned when you define the limit in the Limits sub-tab in Payroll Setup > Earnings and Deductions.
You can configure payroll election request forms to include earning or deduction limits. When creating these forms, you need to follow these conditions:
- Each form should only focus on either generated earnings or deductions and not both at the same time.
- You must add a reference code when configuring the limit in the Earnings and Deductions screen. Any reference codes used in the limits must be applicable to all generated earning or deduction definitions in the form. However, within the same earning or deduction, different limits must be assigned unique reference codes.
- For example, if you've used "PERCENTLASTMONTH" as a reference code for an earning limit, you can't reuse "PERCENTLASTMONTH" for a different limit in the same earning. However, you can reuse the limit "PERCENTLASTMONTH" in another earning.
- An individual reference code should only be used once in a form, but a form can use many unique reference codes.
The following is a code example of an earning limit in a payroll election request form. You should update the row and column style tags to match your desired form style.
<Label>
<Style>IVLabel</Style>
<!-- update Caption contents to match the Accumulation Type and Limit Type defined for the limit with employee level access -->
<Caption>Current Pay Amount Limit </Caption>
<MarkAsRequired>True</MarkAsRequired>
<Row>11</Row>
<Column>0</Column>
</Label>
<Field>
<Style>IVTextBox</Style>
<Row>13</Row>
<Column>0</Column>
<!—Increment LrefCode by 1 if you are adding additional limit parameters. Maximum = 20 -->
<BindingProperty>List_EmployeeEarning.LrefCode1</BindingProperty>
<IsRequired>True</IsRequired>
<Visible>False</Visible>
<!-- update InitialValue contents to match the Reference Code defined for the limit with employee level access -->
<InitialValue>LmtCur </InitialValue>
</Field>
<Field>
<Style>IVTextBox</Style>
<Row>12</Row>
<Column>0</Column>
<!—Increment LimitParam by 1 if you are adding additional limit parameters. Maximum = 20 -->
<BindingProperty>List_EmployeeEarning.LimitParam1</BindingProperty>
<IsRequired>True</IsRequired>
<Visible>True</Visible>
</Field>
The following is a code example for a deduction limit in a payroll election request form. You should update the row and column style tags to match your desired form style.
<Label>
<Style>IVLabel</Style>
<!-- update Caption contents to match the Accumulation Type and Limit Type defined for the limit with employee level access -->
<Caption>YTD </Caption>
<MarkAsRequired>True</MarkAsRequired>
<Row>11</Row>
<Column>0</Column>
</Label>
<Field>
<Style>IVTextBox</Style>
<Row>13</Row>
<Column>0</Column>
<!—Increment LrefCode by 1 if you are adding additional limit parameters. Maximum = 20 -->
<BindingProperty>EmployeeDeduction.LrefCode1</BindingProperty>
<IsRequired>False</IsRequired>
<Visible>False</Visible>
<!-- update InitialValue contents to match the Reference Code defined for the limit with employee level access -->
<InitialValue>YTD </InitialValue>
</Field>
<Field>
<Style>IVTextBox</Style>
<Row>12</Row>
<Column>0</Column>
<!—Increment LimitParam by 1 if you are adding additional limit parameters. Maximum = 20 -->
<BindingProperty>EmployeeDeduction.LimitParam1</BindingProperty>
<IsRequired>False</IsRequired>
<Visible>True</Visible>
</Field>