Specifying payroll information for US or Canada hires

Perform this task for resources whose primary payroll country is the US or Canada.
Note: Depending on the configurable features selected for your organization, only some of these fields are displayed.
  1. Select Administrator > Resources > Resources.
  2. On the Resource Search tab, click Hire Resource.
  3. When you reach the Payroll section, specify this information:
    Primary Payroll Country
    The primary payroll country for the resource.
    Payroll Provider
    Select the payroll provider. For example, 1-HRMPayroll.
    Tax Group
    The tax group for the resource.
    Primary Work State
    The primary work state for the resource.
    Workers Compensation State
    The worker's compensation state for the resource.
    Primary Tax Province
    The primary tax province for the resource, if applicable.
    Primary Work County
    The primary work county for the resource, if applicable.
    Primary Work City
    The primary work city for the resource.
    Resident City
    The city the resource resides in.
    User Level
    The resource's user level.
    Automatic Time Record
    Can be set to No, Standard, Yes
    Automatic Deposit
    Can be set to No, Partial, Yes
    Amount
    The gross amount the employee usually makes per pay period. This is the basis for editing amounts at time record entry.
    Percent Above Time Record Threshold
    An additional percent of hours or amount that can be worked before a warning message displays.
    Amount Above
    Additional gross amount to allow before a warning message displays.
    Hours Above
    An additional number of hours to allow before a warning message displays.
  4. In the Compensation section, specify this information
    Pay Rate

    Depending on the pay rate type, specify the hourly, annual, or monthly pay rate.

    Do not specify a pay rate if you specify a step and grade schedule with a pay step other than zero (0). If the pay step is zero, the pay rate may be a probational rate until the resource is assigned to real pay step which has its own pay rate.

    Pay Rate Currency

    Select the currency of the pay rate.

    Step and Grade Schedule, Grade, Step

    If the resource is paid based on a step and grade schedule, select the appropriate step and grade schedule, pay grade, and pay step.

    Note: If the actual pay rate does not take effect until after a specific trial period, select zero as the pay step and specify the provisional rate in the Pay Rate field. If you specify a pay step other than zero, do not specify a pay rate.
    Pay Rate Type

    Select the pay rate type.

    Number of Months
    If the pay rate type is monthly salary, type the number of months. The default is 12.
    Pay Frequency

    Select the pay frequency.

    Payment Schedule

    Select the payment schedule. For example, the last day of the month.

    Full Time Equivalent

    Specify the resource's full-time equivalent. For example, if the resource is full time, FTE is 1. If the resource is half time, FTE is 0.5.

    Full Time Annual Hours

    Specify the number of annual hours that a full-time resource in the position would work. For example, if full time is 40 hours per week, type 2080 for the annual hours.

    Exempt From Overtime

    If the resource is not entitled to overtime pay, select this check box.

  5. In the Compensation Analysis section, specify this information
    Salary Structure
    To have the system validate the pay rate against a salary structure matrix, select the salary structure applicable to the resource.
    Geographic Differential Code

    If the salary structure you select has salary schedules based on geographic differential codes, select the appropriate geographic differential code that applies to the resource.

    Salary Structure Grade

    If you select a salary structure, select the salary structure grade applicable to the resource.

  6. In the Other Amounts section, specify up to five sets of other compensation amounts.
  7. In the Other Pay section, specify up to five sets of other pay rate group information.
  8. In the Allowances section, specify up to ten employee allowance group information.
  9. After you have submitted all information for which you are responsible, click Submit to send the request to the next approver.