This topic describes the functionality of the fields in the General Details section of new and existing payroll elections in the Payroll > Payroll Elections screen of People. To access the General Details section, expand an existing payroll election or click Add to create one. The fields shown are as follows:
Effective Start/Effective End
- Define the date at which the earning or deduction becomes effective in the Effective Start field. The Effective Start field is set to the current date by default, but you can edit it as needed.
- (Optional) Set the date at which the earning or deduction is no longer effective in the Effective End field.
- You can set the effective dates in the past or future as needed. For example, you can set an earning election for a new hire to start on their first day worked.
- If you define an effective end date that falls in the current pay period, Dayforce still generates the earning or deduction for the associated pay run.
Type
Select Earning or Deduction in the Type drop-down list, depending on the payroll election you want to assign to the employee. When you do this, Dayforce shows settings that are specific to earnings or deductions.
Code
Select the earning or deduction code that you’re creating the election for in the Code drop-down list.
If you select Earning in the Type drop-down list, the Code drop-down list shows generated earnings. These are earnings that have the Generated checkbox selected in their earning definitions of the Earnings tab in Payroll Setup > Earnings and Deductions.
If you select Deduction in the Type drop-down list, the Code drop-down list shows the deduction codes that are listed in the Deductions tab of Payroll Setup > Earnings and Deductions.
The Code drop-down list only shows earning or deduction codes for the country where the employee works. To review the country of the earning code, go to the Earnings tab or the Deductions tab in Payroll Setup > Earnings and Deductions, select the code from the list, and click the Tax and Compliance subtab. Dayforce shows tabs for each country.
Schedule
In the Schedule drop-down list, select the schedule option Dayforce uses to calculate the earning or deduction. This is the frequency in which the earning or deduction is applied. The following are the available options:
- Every Regular Run
- Every Other Pay Odd
- Every Other Pay Even
- First Pay of Month
- Last Pay of Month
- 2nd Pay of Month
- 3rd Pay of Month
- 4th Pay of Month
- 5th Pay of Month
- 1st & 2nd Pays of Month
- 3rd & 4th Pays of Month
- 1st & 3rd Pays of Month
- 1st & 4th pays of month
- 2nd & 3rd Pays of Month
- 2nd & 4th Pays of Month
- 1st, 2nd & 3rd Pays of Month
- 1st, 2nd & 4th Pays of Month
- 1st, 3rd, & 4th Pays of Month
- 2nd, 3rd, & 4th Pays of Month
- 1st, 2nd, 3rd & 4th pays of Month
- 2nd, 3rd, 4th & 5th Pays of Month
- First Pay of Quarter
- Last Pay of Quarter
- First Pay of Year
- Last Pay of Year
- 1st Pays of February & August
- 1st Pays of March & September
- 1st Pays of April & October
- 1st Pays of May & November
- 1st Pays of June & December
Default schedules are defined in Payroll Setup > Earnings and Deductions.
If you select a different schedule option to override the default schedule for that employee, you can still view the default option by hovering over the tooltip next to the Schedule label:
If you click the X in the Schedule drop-down list to clear the custom selection, Dayforce restores the default selection in gray text.
If there is no default schedule defined for the earning or deduction in Payroll Setup, the Schedule drop-down list in the Payroll > Payroll Elections screen is blank, and no tooltip is shown.
When there is no default schedule, Dayforce generates the allowance or deduction every normal and off-cycle pay run.
Block
This is a read-only checkbox that Dayforce selects when employees request to stop a deduction through the Employee Contribution form in employee self-service. When the Block checkbox is selected, Dayforce doesn't generate the deduction, even though the end date might fall within the current pay period.
Conversely, if you end date an earning or deduction in the Payroll Elections screen, Dayforce doesn't select the Block checkbox. And if the end date that you enter falls before the pay date of the current pay run, Dayforce still processes the earning or deduction in that pay run, but stops thereafter.
Note: The Benefits module previously used the Block checkbox during the benefit import process, but it’s no longer used for this purpose. The functionality in the Benefits module has no impact on the Block checkbox.
Work Assignments
Before You Begin: The Work Assignments drop-down list is applicable for earning elections only, not deductions.
Note: The Work Assignments drop-down list is only applicable when the Enforce matched pairing of Work Assignment and Legal Entity checkbox in the Payroll section of the Properties tab in System Admin > Client Properties is selected. Dayforce selects this checkbox by default for new customer organizations.
Optionally, if the employee has more than one work assignment, select the work assignment that you want Dayforce to calculate the earning for. When you select an option, Dayforce populates the read-only Legal Entity field with the legal entity of the work assignment:
You can use the Work Assignments setting to split a generated earning by work assignment. You might want to do this for general ledger costing, or in the case where the employee has work assignments in different legal entities and there should be two separate checks.
For example, say that an employee has a generated earning of $200 of which you want 50% applied to the primary work assignment and 50% applied to the second work assignment. In this case, you can add two earnings of the same earning code for $100 each, and assign each earning code one of the employee's work assignments in the Work Assignments drop-down list.
Arrear Multiplier Limit Option
Before You Begin: The Arrear Multiplier Limit Option field is applicable for deductions only, not earnings. Moreover, Dayforce only shows this field when a deduction has the Allow Arrears checkbox selected in the Deductions tab of Payroll Setup > Earnings and Deductions.
When a deduction is in arrears, Dayforce multiplies the regularly scheduled deduction amount by its arrears multiplier to determine the additional amount that is deducted. This additional amount is used to catch up and reduce the arrears amount.
You can specify the arrears multiplier per employee in the Arrear Multiplier Limit Option field of the deduction's payroll election and have it apply to just that employee for that deduction, or you can specify it in the Arrear Multiplier Limit Option field of the deduction's configuration in the Deductions tab of Payroll Setup > Earnings and Deductions and Dayforce uses that multiplier for any employee without a specific arrears multiplier defined for that deduction.
For example, if an employee normally pays $20 for a deduction every regular pay run that is in arrears by $60, with 2 specified in the Arrear Multiplier Limit Option field, Dayforce deducts $20 for the regular deduction and another $40 to catch up the arrears amount.
On the next regular pay run, the deduction is in arrears by $20 so Dayforce deducts $20 for the regular deduction and another $20 to catch up the arrears amount. Even though the arrears multiplier of 2 multiplied by the regular deduction amount of $20 equals $40, Dayforce only deducts enough to catch up the arrears amount. Because this is only $20 for this pay run, Dayforce only deducts another $20.
Note: Dayforce applies the arrears multiplier only to scheduled deduction amounts, such as every regular pay run, the first pay of the month, every other pay, according to the deduction’s schedule defined in the payroll election. It doesn't apply it to deduction amounts recorded or imported as quick entries or on check entries.
Continue on Statutory Pay
(UK only)