This page (revision-20) was last changed on 28-Jan-2022 16:03 by Kevin Higgs

This page was created on 26-Nov-2021 10:22 by JEscott

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Page References

Incoming links Outgoing links
IPPM
IPPM

Version management

Difference between version and

At line 3 changed one line
Payment Rules are a date sensitive means of indicating the method(s) by which an employee elects to receive their pay. This may include payment by only one check, and/or an unlimited number of direct deposits.
Payment Rules are a date sensitive means of indicating the method(s) by which an employee elects to receive their pay. This may include payment by only one check, and/or an unlimited number of direct deposits.\\
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[UPCALC] will use the pay period issue date to select the correct date effective payment method [IPPM] for an employee.\\
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%%information An individual employee should have a payment method set up. If, however, one is missed, when the first pay for an employee is calculated, if a payment split is not recorded then [UPCALC] will create a payment split record of '100% by Check' at Seq 999. This will also happen if the [IPPGU], [IPPGC] or [IPPH] is overridden to have a "pay by Check" method selected. If the employee does not have a pay by check sequece established, one will be created. The [UPCALC] will also issue an exception message reflecting this decision.%%\\
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%%warning
__clients should not set up direct deposits using seq# 999 this is reserved for use by the Personality product%%\\
If the employee has chosen to be paid by direct deposit, a bank name, transit and account number must be provided; otherwise the employee will be paid by check.__\\
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The payment rule details contain a record for each check or direct deposit to which the employee requires their pay to be split.%\\
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Whenever an employee requires their pay to be deposited to more than one account, we recommend that 'Pay Remaining' be used on one of these accounts.\\
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For example, an employee normally receives $1000 net pay, and elects to deposit $800 to a checking account and $200 to a savings account. \\
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The recommendation is to set up 'Pay Remaining' balance to the checking account. Then, when the employee's net pay goes up to $1100 (e.g. pay increase, overtime, bonus etc.), $900 will go to the checking account and $200 to the savings account. Otherwise, if the two deposits are set up for flat amounts of $800 and $200 respectively, the employee will receive the same two deposits, plus a check for the extra $100 net pay.\\
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The Maintain Payment Method (IPPM) screen allows the employee to indicate that a percentage of their net pay or a flat amount to be paid by a specific method.\\
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Payment Method data is stored in the [P2K_PR_PAYMENT_RULES], [P2K_PR_PAYMENT_RULE_DETAILS] and [P2K_PR_NET_PAY_SPLITS] tables.\\
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%%information This function is [date sensitive|DATE SENSITIVE] and changes made in these areas below the [date navigator|DATE SENSITIVE NAVIGATOR] may be split with a new effective date.%%\\
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At line 5 changed 25 lines
[UPCALC] will use the pay period issue date to select the correct date effective payment method [IPPM] for an employee.
An individual employee should have a payment method set up. If, however, one is missed, when the first pay for an employee is calculated, if a payment split is not recorded then [UPCALC] will create a payment split record of '100% by Check'. It will also issue an exception message reflecting this decision.
If the employee has chosen to be paid by direct deposit, a bank name, transit and account number must be provided; otherwise the employee will be paid by check.
The payment rule details contain a record for each check or direct deposit to which the employee requires their pay to be split.
Whenever an employee requires their pay to be deposited to more than one account, we recommend that 'Pay Remaining' be used on one of these accounts. For example, an employee normally receives $1000 net pay, and elects to deposit $800 to a
checking account and $200 to a savings account. The recommendation is to set up 'Pay Remaining' balance to the checking account. Then, when the employee's net pay goes up to $1100 (e.g. pay increase, overtime, bonus etc.), $900 will go to the checking
account and $200 to the savings account. Otherwise, if the two deposits are set up for flat amounts of $800 and $200 respectively, the employee will receive the same two deposits, plus a check for the extra $100 net pay.
The Maintain Payment Method (IPPM) screen allows the employee to indicate that a percentage of their net pay or a flat amount to be paid by a specific method.
Payment Method data is stored in the [P2K_PR_PAYMENT_RULES], [P2K_PR_PAYMENT_RULE_DETAILS] and [P2K_PR_NET_PAY_SPLITS] tables.
%%information This function is [date sensitive|DATE SENSITIVE] and changes made in these areas below the [date navigator|DATE SENSITIVE NAVIGATOR] may be split with a new effective date.%%
;[Seq.|SPLIT_SEQUENCE]: This field shows the sequence number controlling the order in which this payment rule detail will be processed. You should number the sequences in increments of ten. This will allow subsequent splits to be easily re-numbered. =
;[Method|PAYMENT_RULE_TYPE]: This field indicates whether the payment will be made by check or deposit. =
;[Amount|AMOUNT]:Amount of pay to be sent to this check or deposit account. This is not required when net pay percent or pay remaining is being used. =
;[Percentage|NET_PAY_PERCENT]: Percentage of the net pay to be sent to this check or deposit account. Not required when pay amount or pay remaining option is selected. =
;[Pay Remaining|PAY_REMAINING]:Only ONE of the employee’s choices may be marked at one time as ‘Pay Remaining’. If more than one choice is selected, [UPCALC] will produce the following message: "PR#00029: Sequence (999) bypassed. Only one ‘Pay Remaining’ allowed." Pay the remaining balance of the net pay to this payment sequence. If this option is not used on a deposit account, the pay split calculation process pays any remaining net pay to a check. =
;[Paid To Order Of|PAID_TO_ORDER_OF]:Alternative name that the check is made out to. If left blank, the check payee defaults to the full name of the employee. Used when employees elect to have some or all of their pay sent to their spouse or family (e.g. merchant seamen, contract workers in a foreign country etc.). May also be used when an employee is deceased, and a payment needs to be made out to the survivor(s) or to the estate. =
;[Seq.|SPLIT_SEQUENCE]: This field shows the sequence number controlling the order in which this payment rule detail will be processed. You should number the sequences in increments of ten. This will allow subsequent splits to be easily re-numbered.
;[Method|PAYMENT_RULE_TYPE]: This field indicates whether the payment will be made by check or deposit.
;[Amount|AMOUNT]:Amount of pay to be sent to this check or deposit account. This is not required when net pay percent or pay remaining is being used.
;[Percentage|NET_PAY_PERCENT]: Percentage of the net pay to be sent to this check or deposit account. Not required when pay amount or pay remaining option is selected.
;[Pay Remaining|PAY_REMAINING]:Only ONE of the employee’s choices may be marked at one time as ‘Pay Remaining’. If more than one choice is selected, [UPCALC] will produce the following message: "PR#00029: Sequence (999) bypassed. Only one ‘Pay Remaining’ allowed." Pay the remaining balance of the net pay to this payment sequence. If this option is not used on a deposit account, the pay split calculation process pays any remaining net pay to a check.
;[Paid To Order Of|PAID_TO_ORDER_OF]:Alternative name that the check is made out to. If left blank, the check payee defaults to the full name of the employee. Used when employees elect to have some or all of their pay sent to their spouse or family (e.g. merchant seamen, contract workers in a foreign country etc.). May also be used when an employee is deceased, and a payment needs to be made out to the survivor(s) or to the estate.
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;[Account Type|BANK_ACCOUNT_TYPE]: Indicates that the bank account is checking or savings type of account. =
;[Account Type|BANK_ACCOUNT_TYPE]: Indicates that the bank account is checking or savings type of account.
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;[Bank Account|BANK_ACCOUNT]:This field displays the employee-supplied bank account number to which a deposit is to be sent. =
;[Bank Account|BANK_ACCOUNT]:This field displays the employee-supplied bank account number to which a deposit is to be sent.
At line 51 changed one line
[{$applicationname}] handles this requirement in a manner that is integrated with the pay cycle. During the prenotification period, the employee can be paid by another deposit or by check. Prenotification is initiated by turning the ‘Prenote Req’d’ toggle ON in the employee’s Payment Method ([IPPM]) form. If the toggle is OFF, then the employee will be paid immediately on the
Personality handles this requirement in a manner that is integrated with the pay cycle. During the prenotification period, the employee can be paid by another deposit or by check. Prenotification is initiated by turning the ‘Prenote Req’d’ toggle ON in the employee’s Payment Method ([IPPM]) form. If the toggle is OFF, then the employee will be paid immediately on the
This page (revision-20) was last changed on 28-Jan-2022 16:03 by Kevin HiggsTop