Help Toolbar   (select a button to browse other online help sections)

Home  Index  Tutorials  Resources  Search  Tabs & Menus  Button Bar  Table & Data Display

Working with an Employee's Year-to-Date Accumulators

For this tutorial, we will modify year-to-date (YTD) accumulator information for our 5 sample employees. For our example, we will edit each employee's YTD accumulator values to reflect their payroll that has begun part-way through January (i.e. they have already been paid for one complete pay period).

NOTE: Click on the images below to view them at full size


To edit an employee's year-to-date accumulator information:

  1. From the Payroll tab, open the Employee - YTD Accumulator Items screen that is used to view, or to modify if necessary, year-to-date accumulator values for your employees. Payroll accumulators accrue YTD values over the year and the resulting values are displayed in this screen.

    2. YTD Accumulator Items Help Screen...

    Note: If you are working through the sample tutorials (or have completed Step 4B of the Quick Start Guide), the five employees that you created earlier will appear in the table along with a number of blank cells that can be edited.

  2. Right-click on one of the rows in the table, and then choose the Edit - Edit All command from the pop-up menu that appears. This activates Edit Mode for each of the rows so that you can modify the various cells. You can also choose the Edit All button from the Button Bar to perform the same action.
    3. Fig. 01: We need enter the current YTD values into any accumulator rows for which the employee has accrued amounts.
    Fig. 01: We need enter the current YTD values into any accumulator rows for which the employee has accrued amounts.
  3. Edit the YTD values as needed for your employees (press <F1> to use the Online Help system if you need to look up a definition for the various cells).
    Example: Using the sample data in the table below, we will enter the current YTD values into any rows for which the employee has an accumulator. In our example, the three Hourly employees and the two Salary employees will have their Vacation accumulator row updated.

    4. Employee Code Adjustment Adjusted Amount
    Gregory House Vacation Pay $0.00 $64.00
    Peter Lepekas Vacation Pay $0.00 $80.00
    Josephine Webster Vacation Pay $0.00 $57.60
    Claire Ardent Vacation Pay $0.00 $88.00
    Isabelle Bedard Vacation Pay $0.00 $80.00

  4. Once you have finished editing the YTD accumulator values, right-click on one of the rows in the table, and then choose the Edit - Accept All command from the pop-up menu that appears. This saves the changes for all rows. You can also choose the Accept All button from the Button Bar to perform the same action.
    5. Fig. 02: Year-to-Date accumulator values adjusted for 5 sample employees.
    Fig. 02: Year-to-Date accumulator values adjusted for 5 sample employees.

    This completes the tutorial on reviewing and editing an employee's year-to-date accumulator amounts.

    Note: If you are working through the payroll setup process in order, you will need to continue through the Employee menu to finish entering the data that is required for each new payroll employee.


See Also: