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Accumulator Items (Payroll Tab)
This screen allows you to assign Accumulator items to the various employees in the payroll. Accumulators are used to collect or build up amounts that will be used in various payroll calculations. Accumulators that appear on this screen will have been originally created and defined in the Accumulators screen (accessible via Current Payroll - Accumulators command). Refer to the Accumulators help page for more information on how these items are created.
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View step-by-step tutorial |
Each employee in the payroll requires one or more accumulators to be assigned (along with a number of earnings and deductions/benefits). If an employee was setup using a template, a number of these items will have been already added along with their default settings.
Common Buttons (included on all screens)
The following command buttons appear on all screens. Choose a button to view detailed description of each command. Note: If a button is unavailable (i.e. its text appears in Gray), either the command is not applicable to the current screen, or its function has already been applied (e.g. you clicked the New button for an item that can only be added one time). You can also view the Button Descriptions help page to see the detailed descriptions of all program button on a single help page.
Save - Clicking this button saves all pending table changes to the program database. If a row is currently being edited, the changes will be saved and the row's checkmark (
) will remain so that you can continue making further edits.
New - This button allows you insert a new row (item) in the current table. Clicking the button adds the new row at the top of the table and activates Edit Mode so you can enter the data required for each cell. Note: If this button includes a drop-down list immediately to its right, you must first select an item from the list so that the new row will be based on the chosen list item.
Delete - Clicking this button removes the current row from the table. If you have multiple rows selected, all of the rows will be removed. When you click the button, you are prompted to make sure you want to delete the item(s) as the action cannot be undone.
Important Considerations - While most program screens allow you to delete a row easily, some screens contain items that require special consideration before deleting:
- Employees - When you delete an employee from the Payroll tab's Employee - Setup Employee screen, the employee will no longer be visible on any screen in the Payroll tab other than the Employee - Status Parameters screen (the latter screen is required so that the employee can undeleted if necessary). If you delete an employee from the Employee Database, the employee is irretrievable. Refer to the Deleting Employees tutorial for more information.
- Linked Items - Care should be taken when deleting an item(s) as they may be associated with other items in your database. If you attempt to delete an item and receive the following message: "Cannot delete <item> because it is linked to the following item:", it means that the item is associated (linked) with another item in the program. The item cannot be deleted until you remove the link/association between the two items. Refer to the Deleting Linked Items help page for more information.
- Sub Rows - Some screens contain sub-rows that will appear under the main row that you are deleting. If you see an Expand icon (
) at the leftmost side of the row, you may wish to expand the main row to ensure that you are deleting the proper items. Note: If you are presented with an error message stating that "the first item should be deleted last", it indicates that you must delete all of the sub rows first before you can delete the main row. For screens that offer a Trash icon (
) to the left of the main row, you can choose the icon to remove the row and all of it's sub-rows in one action.
Reload - Clicking this button refreshes the browser page and replaces the data in the current screen with the last saved copy from the database. This is useful if you have made a number of changes to a row and wish to discard them all in one operation. Note: Remember that eNETEmployer saves the changes to a row each time a new row is selected. Thus, if you edit three rows in succession and then select the Reload button, only the third row will be restored.
Tools - Clicking the button displays a drop-down menu with special data functions that are available for the current screen. Depending on the which screen you are viewing, the options may include any of all of the following:
- Audit - This option opens the History window that displays a list of changes that have been made to the current row. Changes are shown in colored text. Note: Audit History is a developing feature and subject to updates as new functionality is added.
- Backup - This option creates a backup file that contains your complete company database (from all program modules, including Payroll, HR, Recruitment, etc.) - including all of the necessary information required to restore your data to the last program state when the backup was created. Depending on your browser settings, the backup file will either be stored in your Downloads folder or you may be presented with a window that will prompt you where to save the file. Click here to view a detailed description of the Backup command.
- Export - This option saves the current table's data to a semicolon-separated file that can be opened in a spreadsheet program. The export function is carried out immediately upon choosing the command. Depending on your browser settings, the file will either be stored in your Downloads folder or you may be presented with a window that will prompt you where to save the file. Refer to the Export a File for Proper Formatting note above for more information on the export feature.
- Import - This option allows you to import data from a character-separated (comma or semi-colon) spreadsheet file. Choosing the option opens a popup window where you can specify the file to be imported.
- Messages - This option displays the Messages Log window that contains a running log of program messages that appear above the table. This log will be active for the login session, and will be cleared when you log out or the program, or if the system times out. The popup window contains thee command buttons:
- Print - This button opens the Print window so that you can print a copy of the current table. A preview of the table will appear in a preview window before printing so that you can adjust the print settings as needed.
- Copy - This button copies the full contents of the Messages Log window to your computer's virtual clipboard. If you wish to copy only a portion of the text shown, select the desired text, and then press <Ctrl>+<C> on your keyboard.
- More - This button scrolls the window so that you can view messages that appear outside of the current view. You can also use the scroll bars at the left of the window to scroll through the window.
- Print - This option opens the Print window so that you can print a copy of the current table. A preview of the table will appear in a preview window before printing so that you can adjust the print settings as needed.
- Report - Available on the Payroll tab's Payroll Processing - Calculations screen only, this option generates an interim Payroll Register report so that you can review the details of the current pay sequence.
Help - Clicking this button displays a list of the various tutorials and online help tools that are provided for the current screen. The Online Help option provides a detailed description of each column and item on the current screen. The Step-by-Step option provides a tutorial for the current screen where you can follow along with the lesson one step at a time.
Table Columns
The following section of this help page describes the various columns and cells shown in the main table on this screen. If you see a description on this help page for a column that does not appear on your screen, you can add the additional column to your view by using the Customize option under the Views button (located at the left side of the screen just above the table). Refer to the Customize View help page for more help on this feature. Hidden Rows - The columns on the right side of the table contain sub-rows that may be hidden from view initially (to provide more screen space). If required, these additional rows can be revealed by selecting the Expand Row icon (the right-facing triangle |
Action
This cell allows you to specify the accumulator's behaviour (e.g. whether it will continue to gather its amounts or if it will be paid out in full or in part). Editing the cell displays a menu where you can choose the various methods that may be assigned.
- Accumulate - The accumulator will collect (accumulate) the amounts each period. The accrued amounts will remain in the accumulator's balance until they are paid out.
- Always Pay - Accumulated amounts will be paid out each pay period, leaving the accumulator at a $0.00 balance each period.
- This Pay Only - The accumulator will pay out its total value for the current pay period, leaving the accumulator at a $0.00 balance.
View a step-by-step tutorial on this feature
Add Accumulator
Add Accumulator - This button allows you to apply an accumulator to the current employee. Clicking the button displays a list of accumulators that have been defined in the Accumulators screen (accessible via the Current Payroll - Accumulators menu command). When you choose an option from this list, a new row appears to the right of the button and contains the accumulator's settings.
Note: The content for this cell cannot be edited directly. If you wish to modify the cell's text or value, you must open the appropriate screen that is used to manage its content.
Amount
Use this cell to specify the amount that will be used if the accumulator is set up to be calculated as a Fixed Amount as defined in the Accumulators screen).
Audit
This button allows you to view a list of changes that have been made to the current item. Choosing the button opens the Audit History window where item changes are shown in colored text. Note: Audit History is a developing feature and subject to updates as new functionality is added.
Calculation
This cell displays the accumulator's calculated amount, based on its defined settings as defined in the Accumulators screen. It is uneditable and displayed for reference only.
Code
This cell displays the accumulator's Code (also referred to as the Name of the accumulator, as defined in the Accumulators screen).
Distribution
Use this cell to specify the default distribution code (sometimes referred to as the "home department") to which this employee's work time will be charged/expensed. The items in the drop-down list can be viewed or edited from the Distributions page.
View the Distributions help page to learn more about this feature
View a step-by-step tutorial on this feature
Splitting Earnings Across Distributions - If you wish to split an employee's earnings across multiple distributions, you would do so by adding a temporary earning of the same type, removing the check from its Permanent column (if you want to retain the new earning for all subsequent pay runs), and then use the Distribution column to assign the different distribution. |
Note: The content for this cell cannot be edited directly. If you wish to modify the cell's text or value, you must open the appropriate screen that is used to manage its content.
Division
This cell displays the company division to which this employee is assigned. The items in the drop-down list can be viewed or edited from the Employer tab's Company - Divisions page.
View the Divisions help page to learn more about this feature
View a step-by-step tutorial on this feature
Employee No.
This cell displays the unique number that identifies the employee in this payroll. Alphanumeric characters (letters and numbers) may be used. e.g. 001, or MGM001.
Note: The content for this cell cannot be edited directly. If you wish to modify the cell's text or value, you must open the appropriate screen that is used to manage its content.
Expression
This cell displays the expression that will be used to calculate the accumulator's value. It is uneditable and applicable only for accumulators that are set to be calculated using the By Function method as defined in the Accumulators screen).
Given Name
Use this cell to enter the employee's first name (also referred to "given name" or "personal name"). For example, John Smith's given name is "John". The cell supports special characters - e.g. María-Jose or Günther.
Note: The content for this cell cannot be edited directly. If you wish to modify the cell's text or value, you must open the appropriate screen that is used to manage its content.
Method
This cell displays the method that will be used to calculate the accumulator's value (as defined in the Functions screen). It is uneditable and displayed for reference only.
Override
Available only for accumulators that are setup to be calculated by By Function or By Fixed Amount, this checkbox allows you to manually override the settings for the accumulator. For example, if you have an accumulator that is calculated by a fixed amount but one employee needs a special amount (either temporarily or permanently), you can activate the Override checkbox and then enter the special value into the Amount cell.
P Value
Use this cell to enter a Placeholder Value (referred to as a "P Value") that can be used to overrride one of the variables in the associated function (instead of overriding the whole expression). Thus if the expression changes, the employee will have the changes applied in their calculation because the original expression is not overridden.
For example, if a Vacation Pay function's P Value is set to 4% (representing a typical vacation accrual amount), and a tenured employee is moving to a 6% accrual, then you simply enter .06 in the P Value cell. eNETEmployer will then calculate a 6 percent accrual for the employee, (and you do not have to choose the Override check box and edit the original expression).
Note: This cell is uneditable if there is no function associated with the accumulator.
View a step-by-step tutorial on this feature
Surname
Use this cell to enter the employee's surname (also referred to "family name or "last name"). For example, John Smith's surname would be entered as Smith. You can also enter surname prefixes for employee names that require one. For example, John Van Houton's surname would be entered as Van Houten. The cell also supports special characters - e.g. O'Leary or Elkjærd.
Note: The content for this cell cannot be edited directly. If you wish to modify the cell's text or value, you must open the appropriate screen that is used to manage its content.
See Also