Before You Begin:
- Make sure that you have a cross-reference (XREF) code for each of the earnings that you are creating. Each earning requires a unique cross-reference code. Your payroll partner provides you with those cross-reference 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 radio button.
Configure 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:
- Go to Payroll Setup > Earnings and Deductions and click the Earnings tab.
- Click Add to open the Add Earning dialog box, select an earning type, the country for the earning and, if necessary, a process for employment.
- In the Name and Description fields, enter the ISO code and name of the earning. For example, MEX Bonus.
- In the Reference Code field, enter the XREF code given to you by the payroll partner that corresponds to this earning.
- Depending on whether or not the earning will be used as a payroll election, take one of the following steps:
- If the earning isn’t a payroll election, continue to step 7; or
- If the earning is a payroll election, select the Generated radio button, and continue to step 6.
- If you selected Generated, take the following steps:
- Click the Parameters tab, and select the appropriate options. Generated earnings for Dayforce Unified can use only the calculation type flat amount or percent of.
- Click the Pay Groups tab, and add the appropriate pay groups to determine which employees this earning applies to.
- Click Save.