1. Midwest alio ® User Conference November 12-13, 2014 Payroll Calculator & Payroll Schedules Michael Williams

2. Payroll Calculator & Payroll Schedules In this session we will explain how you can reduce form navigation and improve workflow when preparing for payroll using Payroll Input with Calculations-HEPAY10A.FMX. Also, we will explain how Payroll Schedule Setup-HMSET01A.FMX and Employee Pay Schedules-HESCH01A.FMX will allow you to control how salaried payroll amounts will be made for each payroll throughout the contract year.

3. Agenda Payroll Input with Calculations- HEPAY10A.FMX Payroll Schedule Setup- HMSET01A.FMX Employee Pay Schedules- HESCH01A.FMX

4. Payroll Input with Calculations- HEPAY10A.FMX

5. Selection tab

7. Calculations Totals/Errors & Warnings

8. Errors tab Errors and Warnings will be listed for the employee

9. Errors tab Message will display on every tab for employees in this situation

10. Pays tab Ability to key employee additional pay records (similar to Payroll Input-HEPAY06A.FMX)

11. Pays tab Pay calc is automatically run whenever changes are made on any tab when navigating to another employee

12. Taxes tab Employee ded/ben adjustments

13. Taxes tab

14. Employee Ded/Ben Adjustments An employee ded/ben override adjustment record with a null amount is created when deleting the existing ded/ben amount

15. Employee Ded/Ben Adjustments An employee ded/ben override adjustment record is created when modifying the existing ded/ben amount

16. Deductions tab Manually keyed a large deduction amount which will create a negative net pay

17. Deductions tab An employee ded/ben override adjustment record was properly created and the Deductions on the pay line correctly changed

18. Benefits tab Manually keyed an employee benefit adjustment An employee ded/ben override adjustment record was properly created.

19. Direct Deposit tab

20. Summary tab Similar to Calculation Inquiry-HCINQ01A.FMX

21. Payroll Schedule Setup-HMSET01A.FMX & Employee Pay Schedules-HESCH01A.FMX

22. Payroll Schedule Setup-HMSET01A.FMX

23. Employee Pay Schedules-HESCH01A.FMX

24. Employee Contract Pays (auto)-HEPAY04A.FMX

25. Profiles

26. Employee hired mid-year

30. First check adjusted due to rounding

31. 1,014.26 was correctly applied to PPD 20 (first remaining check) due to rounding as there was not enough remaining pay to distribute evenly.

32. Payroll Exclusion Dates

34. Copying Pay Schedules

35. Employee starting in the middle of a Pay Period

36. The employee will be paid for only eight days of the ten day pay period due to starting mid-pay period.

37. Grouping

39. Unallocated Amounts Remaining distributed amount: 1,900 (950 + 950) Actual Amount manually adjusted.

40. Distribution Types

41. 500.00 >>> (Contract Salary = 26,000 * Actual FTE = 1.00) / No of Pays = 26 * Distribution Amount % = 50 400.00 >>> (Pay Line Daily Rate = 100.00 * Number of Days for the Split = 4) 600.00 >>> (Pay Line Daily Rate = 100.00 * Number of Days for the Split = 6) 999.99 >>> Amount manually keyed using Payroll Schedule Setup- hmset01a.fmx 3,000.01 = (1,000 * 20) + 500.00 + 500.00 + 400.00 + 600.00 + 999.99 + 3,000.01

42. Retro Pay – Distribute over remaining checks Pay #1 completed.

43. Retro Pay – Distribute over remaining checks

47. 25 = 26 – 1 4.00 = 100.00 / 25 1,104.00 = 1,000.00 + 4.00

48. Retro Pay – Distribute over remaining checks Payroll Schedules Setup-hmset01a.fmx

49. Retro Pay – Distribute over remaining checks The following hi-lighted amounts were updated.

50. Questions