Payroll

Used to record Staff/Instructional payroll expenses. 

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Navigation Menu

Main Menu > Financial > Payroll Staff

Applies To:    Enterprise    Plus    Basic

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Details

• Using the Payroll feature is optional.  Recording payroll details (rate, quantity, and method) with the Course Section may be sufficient for some users.

• The Payroll feature allows for recording actual payroll expenses per staff per course section.
  

• Hourly payroll can be recorded on a per-day basis or aggregate basis weekly, monthly, or even one total for the entire course section.
• Payroll can also be recorded for By Course, By Class, By Student, and By Revenue payroll methods.
• The Course Section payroll fields allow for up to two Staff.  This Payroll feature can record an unlimited number of Staff payroll records.  However, the automated function only performs record entry for the Staff 1 and Staff 2 payroll fields recorded with the Course Section.  For additional Staff, payroll records can be entered manually as needed.
  
• Payroll records must be tagged to a Staff, Course Section, and Date.
• The payroll fields recorded in the Staff Info record are reference only and are not used in either the Course Section or Payroll feature.

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How to Add Payroll Records Manually

• Go to Main Menu > Financial > Payroll Staff.

• Click the New button.

• Select the Course Section and click on the Transaction tab.

• Enter the Payroll fields.

  • Date:  Date payroll earned or paid.  Required.
    

  • Pay Period: Pay period of payment from master Calendar.  Optional.  User-defined.

  • Revenue Item:  Used with Auto Expense function.  Optional.

  • Account: Account name or number from Accounts.  Optional.  User-defined.

  • Staff: Staff name.  Required field.  User-defined.

  • Payroll Method:  The method used for payroll calculation.  Optional.
  • Rate:  Per method rate of pay.  Required.

  • Quantity:  Number of hours or units to be paid.  Required.

  • Amount: Amount Paid. Required.  Click the Recalculation button next to the Quantity field to calculate the Amount.
    

  • Cleared: Has this transaction cleared an accounting audit.  Optional.
    

  • Auto Expense:  Used during the Auto Expense function to identify the records added by and which can be modified the function.  If not checked, the record is ignored during the Auto Expense function and will maintain the values set manually.

  • Notes:  Any desired notes regarding this payroll record.

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How to Add Payroll Records Using the Auto Expenses Function

Auto Expenses is a function used to automatically add or modify expense records in the general ledger.  The calculations made during the Auto Expenses process are based on values and settings made in Course Sections and Auto Expenses Administration Expense records. 

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