This article reviews the 'Adding and Editing Earnings' feature on the Payment Details page within Workforce. 


Article Topics:

Overview


The Earnings within a single Payment can be edited on the Payment Details page. For Earnings to be editable, the Payment must already have at least one Earning, and the associated Payroll Run must be calculated. 

  • Note: If the Payment associated with an Employee has no Earnings, Earnings can be added by pushing Hourly Earnings from Smart Ops, or by Importing Payments.

  • Note: If a Payment contains only Earnings populated through One-Time Payments that are set to be paid 'As Soon As Possible', additional Earnings cannot be added on the Payment Details page. Additional Earnings can be added by editing the One-Time Payment instead.


Earning Groups


Each time an Earning is added to a Payment, it is listed as a single entry. Earning entries are grouped and totalled when they share all of the following:

  • Type
  • Location
  • Job
  • Rate


The top level of the Earning Group is not editable, and represents the line item that will appear on Paystubs. Editing any Earnings in the Earning Group will update the total. 



Time-Based and Cost-Based Earnings


Time-Based Earning Types are associated with a specific Job, and are calculated based on pay rate and hours. When editing Time-Based Earning Types, only the hours will be editable. When adding Time-Based Earning Types, the Job, Rate, and Hours must be entered.


Cost-Based Earning Types are calculated as a flat amount. When editing Cost-Based Earning Types, only the amount will be editable. When adding Cost-Based Earning Types, only the amount must be entered. 



Removing Earnings


Once added, Earnings cannot be deleted. For editable Earnings that have the wrong Type, Job, or Rate, the hours or amount can be set to '0.00'.


 


Saving Changes


Edits made to Earnings are not automatically saved. The 'Save Changes' button will save any changes made and recalculate the Payment. When the '< Pay Run Details' button at the top of the page is clicked, the User will be prompted to save or discard changes. Navigating away from the Payment Details page in any other manner will discard all changes. 


When Earning edits are saved, the Payment will be recalculated for deductions, taxes, and MTD/YTD totals. 


Security


Users with the following Permission will be able to add and edit Earnings:

  • Payroll → Workforce Payroll → Payments → Edit Payments

Learn more about managing Permissions and Custom User Roles here. The Permission Access Report can be used to determine which User Roles or Users already have these Permissions assigned. Learn more about User Setup and Security here.


For Users without this Permission, the 'Add Earning' and 'Save Changes' buttons are hidden, and Earning-specific information is not editable. 


Back to Top

Adding Earnings


Addable Earning Types


The following Earning Types can be added to Payments:

  • Time-Based Earning Types:
    • Double Time Hourly
    • Holiday
    • Additional Holiday
    • Overtime Hourly
    • Paid Time Off
    • Regular Hourly
    • Regular Salary
    • Sick Pay
    • Vacation
  • Cost-Based Earning Types:
    • Payroll Advance
    • Bereavement
    • Bonus
    • Clopening Penalty
    • Commission
    • Emergency Paid Sick Leave (FFCRA)
    • Emergency Paid FMLA Leave (FFCRA)
    • ISO Disqualifying Disposition
    • ISO Qualifying Disposition
    • Loan
    • NSO Transaction
    • Per Diem
    • Previously Paid Tips
    • Contractor Pay
    • Reimbursement (Non-Taxed)
    • Retro Pay
    • RSU Transaction
    • Separation Pay
    • Service Charge
    • Split Penalty
    • Spread of Hours
    • Tips
    • Tip Credit
    • Fringe Benefit
    • Reporting Time Pay


Adding Additional Earnings


To add additional Earnings:

  1. Click the '+ Add Earning' button above the Gross Earnings list.


    The 'Add Earning' wizard will open.

  2. Select the 'Earning Type'



  3. Enter the Earning details based on the Earning Type 
    • Time-Based Earning Types:
      • Job - Job associated with the Earning. 
        • Note: Only Jobs assigned to the Employee on their Employee Record will be available to select from.
      • Rate - Pay Rate for the Earning
      • Hours - Hours of the Earning
    • Cost-Based Earning Types:
      • Amount - Dollar amount of the Earning

  4. Click 'Add' to add the Earning or 'Add Another' to add the Earning and refresh the 'Add Earning' wizard



  5. Save Changes


Note: If a Payment contains only Earnings populated through One-Time Payments that are set to be paid 'As Soon As Possible', additional Earnings cannot be added on the Payment Details page. Additional Earnings can be added by editing the One-Time Payment instead.


Back to Top

Editing Earnings


Editing Restrictions


The following Earnings cannot be edited:

  • Salary Earnings that were auto-populated for the Pay Period 
    • Note: Manually-added Salary Earnings can be edited

  • PTO Earnings that were auto-populated for the Pay Period
    • Note: Manually-added PTO Earnings can be edited

  • All Earnings populated through One-Time Payments set to be paid 'As Soon As Possible'

 

Editing Existing Earnings


To edit existing Earnings:

  1. Expand the Earning Group containing the desired Earning


  2. Edit the 'Hours' or the 'Amount' of the Earning, depending on the Earning Type


  3.  Save Changes



Back to Top