Infor Payroll User Guide

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Payroll application overview

Payroll: the big picture

Payroll process flow

Manual processes

Interfaces of Payroll with other Infor applications

Interfacing with other Human Resources applications

Interface to Lawson Applications

Interface to Third Party Applications

Additional Interfaced Solutions

Setting up pay structure

Concepts in this chapter

Pay summary groups

Pay rates calculation

How does US payroll calculate FLSA overtime?

Calculating overtime hours

Supplying overtime hours

FLSA overtime calculation

Step and grade schedules

Progressive pay plan

Nonstandard monthly and semi-monthly pay plans

Exception, offset time record rules

Procedures in this chapter

Creating step and grade schedules

Related reports and inquiries

Options for creating step and grade schedules

Creating shift tables

Defining Pay Classes

Defining pay summary groups

Defining pay summary group relationships

Defining pay codes

Defining Pay Plans

Assigning default pay plans

Defining exception, offset time record rules

Creating and Maintaining Nonstandard Semi-Monthly and Monthly Pay and Work Periods

To create nonstandard semi-monthly and monthly pay and work periods

To delete nonstandard semi-monthly and monthly pay and work periods

Related Reports and Inquiries

Setting up Time and Attendance

Concepts in this chapter

Attendance codes

Attendance points

Attendance classes

Procedures in this chapter

Defining attendance codes

Defining attendance classes

Setting up tax structure

Concepts in this chapter

Garnishment-only tax authority (U.S. and CA)

Tax reporting group

Report entities

Related report entities

U.S. procedures in this chapter

Defining United States tax authorities

Creating U.S. tax reporting groups

Canada procedures in this chapter

Defining Canada tax authorities

Creating Canada tax reporting groups

Setting up deduction structure

Concepts in this chapter

Deduction classes

How does Payroll Calculate Deductions?

In What Order does Payroll Apply Deductions to Employee Pay?

MISSING TITLE empty

Deduction cycles

Required deduction

Accounts Payable interface

Procedures in this chapter

Defining deduction classes

Defining deduction required codes

Defining deduction codes

Defining tax deduction codes

Defining company match deduction codes

Defining linked after-tax limit deductions

Defining pre-tax deduction codes

Defining US and CA garnishment deduction codes

Defining workers' compensation deductions

Defining benefits deductions

Defining add-to-net deductions

Defining miscellaneous deductions

Canadian Employer Health Tax payroll supplement

How is EHT calculated?

Defining EHT deductions

Calculating employee wages for EHT

Calculating EHT taxes

Setting up workers' compensation

Concepts in this chapter

Workers' compensation policy

Workers' compensation classes

How do I process workers' compensation?

U.S. procedures in this chapter

Defining a U.S. Workers' Compensation Policy

Defining U.S. workers' compensation classes

Follow-up tasks

Related reports and inquiries

Creating U.S. workers' compensation reports

Canada procedures in this chapter

Defining Canada Workers' Compensation Classes

Follow-up Tasks

Options for Defining Canada Workers' Compensation Classes

Related Reports and Inquiries

Creating Canada workers' compensation reports

Setting up garnishments

Concepts in this chapter

Garnishment types

Garnishment categories

Garnishment rules

Garnishment formulas

What Kinds of Employee Wages does Payroll use for Garnishments?

How does Payroll Process Multiple Garnishments when there are Limited Employee Wages?

Multiple Garnishments in One Category

Multiple Garnishments in Multiple Categories

Garnishment priorities

U.S. Federal limitations to garnishments

How does Payroll decide which Garnishment Rule to Use for each Garnishment?

How does payroll calculate the amounts of garnishments?

U.S. garnishment calculations

Canada garnishment calculations

U.S. procedures in this chapter

Loading U.S. Federal garnishment rules

Defining U.S. Garnishment Types

Defining U.S. garnishment rules

Follow up tasks for U.S. garnishment rules

Related reports and inquiries

Canada procedures in this chapter

Defining Canada Garnishment Types

Defining Canada garnishment rules

Related reports and inquiries

Follow-up tasks for Canada garnishments

Setting up bank codes

Concepts in this chapter

What do I need to Set Up to Use Direct Deposit?

Payment and receipt formats

Procedures in this chapter

Adding bank accounts

Defining Bank Codes

Setting up pension funding sources

Concept in this chapter

Funding sources

Procedure in this chapter

Setting Up Funding Sources

Options for setting up funding sources

Related Reports and Inquiries

Setting up Tips

Concepts in this chapter

Allocation levels

Shortfall allocation

How does Tips Calculate the Shortfall Allocation Using Individual Gross Receipts Method?

How does Tips Calculate the Shortfall Allocation for the Hours Worked Method?

What do I need to Set Up Before I Use the Tips application?

Human Resources Structure

Payroll Structure

Procedures in this chapter

Defining company allocations

Defining process level allocations

Defining department allocations

Defining shift allocations

Procedure in this chapter

Assigning employee pay

Options for assigning employee pay

Related reports and inquiries

Employee: taxes

Concepts in this chapter

How Do I View and Modify Employee Tax Deductions?

U.S. procedures in this chapter

Setting Up TaxLocator for employees

Maintaining employee tax information for tax deductions

Maintain employee tax information for tax deductions

Maintain the resident country code for non-residents

Viewing and modifying employee TaxLocator deductions

Stopping deduction codes for a group

Correcting United States tax deduction errors

Tax Withholding Lock-In

Canada procedures in this chapter

Assigning tax deductions manually to existing employees

Assigning required tax deductions to existing employees

Assigning tax deductions to newly hired employees

Tax Withholding Lock-In

Viewing and modifying Canada employee tax deductions

Employee: deductions

Concept in this chapter

Deduction balance type

Procedures in this chapter

Assigning required deductions

Assigning required deductions using the Human Resources application

Assigning required deductions using Payroll and Employee Deduction

Assigning required deductions using Payroll and Employee Deduction Speed Entry

Options for assigning required deductions

Related reports and inquiries

Assigning deductions

Options for assigning employee deductions

Related reports and inquiries

Employee: workers' compensation state

Concept in this chapter

How does Payroll Use the Workers' Compensation State or Province?

Procedure in this chapter

Assigning Workers' Compensation

To assign workers' compensation for United States employees

To assign workers' compensation for Canada employees

Options for Assigning Workers' Compensation

Employee: garnishments

Procedures in this chapter

Assigning United States employee garnishments

Assigning Canada Employee Garnishments

Employee: payroll distributions

Concept in this chapter

Payroll distributions

Procedures in this chapter

Assigning payroll distributions for employees

Assigning payroll distributions for positions

Purging payroll distributions

Employee: direct deposit distributions

Concept in this chapter

Direct Deposit Distributions

Procedures in this chapter

Defining and Authorizing Direct Deposits

To define direct deposit parameters

To authorize a direct deposit for an employee

Related Reports and Inquiries

Assigning Direct Deposit Distributions

Assign direct deposit distributions for United States and non-Canada employees

To assign direct deposit distributions for Canada employees

Assign direct deposit distributions for non-US or non-Canada employees

Related reports and inquiries

Employee: standard time records

Concept in this chapter

Standard time records

Procedure in this chapter

Assigning standard time records

Related reports and inquiries

Time records: overview

Concepts in this chapter

Time record process

Time record procedures

Time records: pre-entry maintenance

Concepts in this chapter

One-time deductions

Employee groups

Procedures in this chapter

Maintaining One-Time Deductions

Adding One-Time Deductions

Related Reports and Inquiries

Deleting One-Time Deductions

Related Reports and Inquiries

Verifying One-Time Deductions

Related Reports and Inquiries

Updating employee groups

Updating pay rates for multiple employees

Time records: entering

Concepts in this chapter

Which time record entry method should I use?

Time record statuses

Time record date

Procedure in this chapter

Entering time records for one employee by work period

Options for entering time records for one employee by work period

Related reports and inquiries

Entering time records for one employee by batch

Entering detailed time records for one employee by batch

Entering activity time records

Entering and maintaining current or future time records

Speed entering time records for multiple employees

Setting up speed time entry

Speed entering time records by employee name

Speed entering time records by employee number

Options for speed entering time records by employee number

Entering time records for multiple employees

Entering step and grade or grade range schedule time records

Entering attendance time records

Entering position time records

Creating automatic time records

Deleting Batches

Time Records: pension payments

Concepts in this chapter

Pension payments

Pension distribution types

Pension distribution codes

What do I need to set up to process pension payments?

Human Resources

Procedures in this chapter

Creating periodic pension payments

Follow-up tasks

Options for creating periodic pension payments

Related reports and inquiries

Creating lump sum pension payments

Time records: moving

Concepts in this chapter

Moving time records

Why would I release and select in two steps rather than one?

Procedures in this chapter

Releasing time records from batch to future status

Options for releasing time records from batch to future status

Follow up tasks

Related reports and inquiries

Selecting time records from future to current status

Options for selecting time records from future to current status

Related reports and inquiries

Moving time records from batch to current status in one step

Selecting One Time Record

Payroll cycle: overview

Concepts in this chapter

How Do I Prepare for Payroll Cycle Processing?

Payroll Cycle: A Big Picture

Editing time records

Pre-cycle maintenance

Calculating earnings

Creating payments

Closing a payroll cycle

Troubleshooting

Payroll cycle: editing time records

Concepts in this chapter

Why Should I Identify Missing Time Records?

How Do I Verify the Accuracy of Time Records?

Offset time records

Procedures in this chapter

Editing for Missing Time Records

Editing time records

Creating offset time records

Creating a One-Time Deduction Listing

Deleting Flex Time Records

Payroll cycle: pre-cycle maintenance

Concepts in this chapter

How do I Check on Payroll Cycle Status?

Tips Calculation (U.S. and CA)

How Do I Update Gross Receipts for Tipped Employees? (U.S. and CA)

Retroactive pay calculation

Arrears automation

Procedures in this chapter

Verifying the Payroll Cycle Status

Calculating tip credit records (U.S. and CA)

Weighted Average Calculation

Calculating retroactive pay

Calculating Retroactive Pay Rate Change

Calculating FLSA overtime (U.S. and CA)

Creating arrears deductions

Calculating the cost of excess life insurance

Calculating Percent of Earnings

Payroll cycle: calculate earnings

Concepts in this chapter

What Functions Does the Earnings and Deductions Calculation Perform?

Available options when calculating deductions and net pay

Uses for the payment date on Earnings and Deductions Calculation

How do I monitor earnings and deduction calculation reports?

Procedures in this chapter

Verifying the Payroll Cycle Status

Calculating deductions and net pay

Related reports and inquiries

Updating deduction changes

Updating enrollment plan changes

Payroll cycle: create payments

Concepts in this chapter

What Happens When I Run the Payment Print?

Payroll accruals

Procedures in this chapter

Verifying the Payroll Cycle Status

Printing payments and direct deposit receipts

Printing manual payments

Related reports and inquiries

Creating General Ledger payroll accruals

Creating the Payroll Register (U.S. and CA)

Payroll cycle: close

Concepts in this chapter

What functions does the Payroll Close perform?

What is the Payroll Close General Ledger Date Used For?

How is the General Ledger updated with payroll transactions?

What Function Does General Ledger Posting Perform?

Procedures in this chapter

Verifying the payroll cycle status

Closing the payroll cycle

Payroll Period Close (PR196)

Setting Up System Control to Work with Payroll

Using System Control with Payroll

Posting to the General Ledger

Related reports and inquiries

Payroll cycle: troubleshooting

Concepts in this chapter

What Causes Errors in the Payroll Cycle?

How Do I Correct Errors in the Payroll Cycle?

What Do I Do When a Time Record is in Error Status?

How Do I Delete Processed Time Records?

How Do I Recalculate Payments?

How Do I Reprint Payments?

Procedures in this chapter

Choosing a procedure when re-running payroll

Deleting processed time records

Recalculating deductions and net pay before running Payment Print (PR160)

Recalculating deductions and net pay after running Payment Print (PR160)

Recalculating deductions and net pay after printing actual payments

Re-running payments with voids and recreating the direct deposit tape file

Reprinting payments and recreating the direct deposit tape file

Manual processes: payments

Concepts in this chapter

Manual payments

Why Reserve Checks for Manual Payments?

When Should the Manual Payment Payroll Cycle be Closed?

Procedures in this chapter

Reserving manual payment numbers

Creating manual payments

Creating manual checks or manual direct deposits

Options for creating manual payments

Related reports and inquiries

Creating a zero gross manual payment

Adjusting Time and Attendance

Creating the Payroll Register

Closing the payroll cycle

Manual processes: replacement payments

Concepts in this chapter

Replacement payment

Why Reserve Checks for Replacement Payments?

Procedures in this chapter

Reserving replacement payment numbers

Creating a replacement payment

Manual processes: adjustments

Concepts in this chapter

What Kinds of Adjustments Can I Make?

What Kinds of Payroll History Modifications are not Performed Through Adjustments?

What is an offset or wash deduction, and when do I need to use these deductions on an adjustment?

Pension payment adjustments

When can I Adjust History?

How Do Manual Adjustment Dates Affect the General Ledger?

Procedures in this chapter

Creating miscellaneous adjustments

Creating Adjustments between Pay Codes

Creating adjustments between non-tax deductions

Creating adjustments between tax deductions and wages associated with tax deductions

Creating adjustments to move wages between taxable and excess wages

Creating adjustments to move earnings between report entities

Creating adjustments to record repayment by an employee of a partial overpayment

Creating adjustments to record payment by a third-party payer

Editing General Ledger entries created by an adjustment

Manual processes: voids

Concepts in this chapter

What Happens when I Void a Payment?

When should I void a Payment?

Procedures in this chapter

Voiding a reserved manual payment number

Voiding a payment

Options for voiding payments

Related reports and inquiries

Voiding a direct deposit receipt

Voiding a partial payment

Adjusting attendance history

Manual processes: payment modeling

Concepts in this chapter

Payment modeling

When do I use payment modeling?

Procedures in this chapter

Creating a Gross-to-Net Payment Model for an Existing Employee

Options for Modeling Gross-to-Net Payments for Existing Employees

Related Reports and Inquiries

Creating a Gross-to-Net Payment Model for a Hypothetical Employee

Creating a Gross-Up Payment Model for an Existing Employee

Creating a Gross-Up Payment Model for a Hypothetical Employee

Calculating a gross wage amount from a net pay amount

Manual processes: bank reconciliation

Concepts in this chapter

Should I Reconcile Payments Automatically or Manually?

What Happens When a Payment is Reconciled?

Procedures in this chapter

Verifying the bank tape file

Reconciling payments automatically

Reconciling payments manually

Running the Bank Reconciliation Report

Manual processes: purge data

Concepts in this chapter

What is Included in Payroll History?

Procedures in this chapter

Purging payroll history

Purging Employee Deduction History

Purging Tip Pay Records

Purging Time and Attendance records

Purging TaxLocator Records

Purging employee records

Manual processes: Tips

Concepts in this chapter

What Happens When a Payroll Cycle is in Progress?

What Kind of Tip Adjustments Can I Make?

How do I Close a Tip Manual Payment or Adjustment?

Procedures in this chapter

Creating tip manual payments

Adjusting tip pay records for an individual employee

Adjusting tip pay records for multiple employees

Closing a manual payment or adjustment using tip calculation

Manual processes: Time and Attendance

Concept in this chapter

Where do I enter Time and Attendance?

Procedures in this chapter

Entering employee attendance history manually through Time and Attendance

Entering employee attendance history manually through Payroll

Adjusting Time and Attendance History

Reports: balancing payroll

Concepts in this chapter

Payroll cycle balancing

How do I Close a Payroll Year?

Procedures in this chapter

Preparing for Payroll Cycle Balancing

Balancing a payroll cycle

Performing periodic, month-end, quarter-end, or year-end balancing

Closing a Payroll Year

Miscellaneous reports

Payroll Hours Update - Canada

Seniority Audit Report

Payroll Activity Report

US Affordable Care Act Report

To print a summary or detail report

To print a new hire initial measurement report

Concepts in this chapter

Hours Worked Method for calculating tip shortfall

Individual Gross Receipts method

How do I Calculate Shortfall Allocation for Year End Reporting?

How do I Calculate Tax Credit?

Procedures in this chapter

Adding allocation level gross receipts for the hours worked method

Adding individual employee gross receipts for the individual gross receipts method

Recording Gross Receipts for Individual Employees

Adding allocation level gross receipts for the individual gross receipts method

Calculating tip shortfall allocations

Calculate year-to-date tip shortfall allocation and update the summary records

Calculate tip shortfall allocation for a period of time defined in the report parameters

Calculate the tip shortfall allocation at year-end

Related reports and inquiries

Calculating tip tax credit

Reports: payroll government

Concepts in this chapter

Why might I Need to Adjust Weeks Worked?

What do I Include in Unemployment Reporting?

Canada Record of Employment

Statistics Canada

Procedures in this Chapter

Balancing Quarterly Unemployment Data and Reporting Excess Wages

Calculating and adjusting weeks worked

Verifying Social Security numbers for employees

Verifying Quarterly Reporting Information

Generating an Unemployment Continuation Form

Generating a file for unemployment magnetic media

Tasks that you must accomplish

Generate a file for unemployment magnetic media

Transferring the final file to diskette or tape

Transfer the final file to diskette as a sequential file, as a UNIX-Standard Sequential (CR) file, or as an MS-DOS and Windows Standard (CR/LF) file

Transfer the final file to tape

Related reports and inquiries

Generating a file for new hire magnetic media

Completing Canada Record of Employment

Statistics Canada Business Payrolls Survey

Report on Canadian Hirings

Printing W-2 forms

Reports: U.S. and Canada workers' compensation

Concepts in this chapter

How Do I Calculate Workers' Compensation?

Procedures in this chapter

Submitting United States third-party reports

Submitting Canada third-party reports

Defaults and overrides

Concepts in this chapter

How to Read Payroll Defaulting Flow Charts

General Ledger accounts defaulting

Clearing Account

Noncash Account

Wage Expense Account

Company-paid Deduction Expense Account

Deduction Accrual Company and Accounting Unit

Rate of pay defaults

Pay Rate Defaulting without Positions

Pay Rate Defaulting with Positions

Key Pay Rate Defaulting Fields

Time record defaults

Distribution Process Level and Department Defaulting

Job Code and Shift Defaulting with Positions

Grade Range Schedule Defaulting

Step and Grade Range Schedule Defaulting

U.S. garnishment formulas

Wage Exemption Formulas

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