Classifying Individual Paycheck Lines
When you edit paychecks after a payroll batch is calculated, you can choose to classify individual paycheck lines. You can classify earnings, deductions, taxes, or company contributions by department, location, or class. For example, an employee works 20 hours for Department A, and 20 hours for Department B. You can classify partial earnings by department, as appropriate.
When you classify individual earnings, the deductions, contributions, or taxes related to those earnings are not automatically classified.
The department and class values available on paycheck lines are determined by the department and class values assigned to the employee on the employee record.
Before you can classify individual paycheck lines, you need the following:
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The Departments, Locations, or Classes feature must be enabled in your account. For more information, see Enabling Features and General Company Features.
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Departments, locations, or classes must be created in your account.
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For more information about creating departments, see Creating Departments.
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For more information about creating locations, see Creating Locations.
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For more information about creating classes, see Creating Classes.
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On the Accounting Setup page, based on the classifications you use, check the Allow Per-Line Departments, Allow Per-Line Classes, or Allow Per-Line Locations boxes. This ensures that payroll reversals that include individually classified paycheck lines are accounted for properly. The Accounting Setup page is located at Setup > Accounting > Accounting Preferences.
For example, if you use the Departments and Locations feature, check the Allow Per-Line Departments and Allow Per-Line Locations boxes.
To classify individual paycheck lines:
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While editing a paycheck (see Editing an Individual Paycheck from a Payroll Batch), check the Classify Individual Paycheck Lines box.
After you check this box, you can no longer edit the Department, Class, and Location fields on the paycheck.
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On the Earnings, Deductions, Taxes, or Contribution subtabs, do one of the following:
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Find the paycheck line that you want to classify.
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To split a paycheck line, click Add. Manually enter an amount on the new line, and edit the amount for the line that you are splitting.
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In the Department, Location, or Class columns, select the appropriate value from the list.
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Click OK.
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Click Save.
If you add department, location, or class values to individual paycheck lines, do not clear the Classify Individual Paycheck Lines box. If you clear this box, all classifications on individual lines are lost.
Classifying Individual Paycheck Lines by Default
You can set a preference so that the Classify Individual Paycheck Lines box is automatically checked each time that you edit a paycheck.
To always classify individual paycheck lines:
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Go to Setup > Payroll > Set Up Payroll.
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On the Preferences subtab, check the Always Classify Individual Paycheck Lines box.
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Click Save.
Time Entry Classifications and Custom Segments
Department, location, and class values from time entries are automatically populated in the Time subtab on paycheck records. You do not need to check the Classify Individual Paycheck Lines box to view time entry classifications. However, you cannot edit time entry classifications on paycheck records.
When time entries are associated with custom segments, the custom segments appear on payroll transactions in the General Ledger after a payroll batch is committed. To show custom segments on transactions, in the custom segment record, make sure that the GL Impact box is checked. For more information, see Configuring GL Impact for a Custom Segment.
Related Topics
- Editing Earnings on a Paycheck
- Editing Expenses on a Paycheck
- Editing Time Transactions on a Paycheck
- Editing Commissions on a Paycheck
- Editing Employee Deductions on a Paycheck
- Editing Employer Contributions on a Paycheck
- Editing Taxes on a Paycheck
- Editing an Individual Paycheck from a Payroll Batch