CREATE EMPLOYEE ALLOWANCE TS LINES

Use this screen to generate allowances for qualified employees as determined by the existence of the allowance codes in the Maintain Employee Allowances screen in Costpoint Employee. The application will print a report detailing the lines that will be generated.

This screen contains functionality that will allow you to compute and report multi-state withholding taxes, based on the regulations specific to each state.

You should execute this process after assigning allowances to employees and entering Regular timesheets; however, you should execute this process before you process this information in Payroll, and before you compute leave or perform General Ledger postings.

Select

Timesheet

Use this group box to specify the timesheet cycle in which you want to calculate and/or add employee allowances.

Cycle

Enter, or use Lookup to select, the timesheet cycle for which allowance lines will be created. This is a required field.

End Date

Enter, or use Lookup to select, the ending date for the timesheet cycle you want to process. This is a required field.

Start Date

A date defaults into this field after you enter an End Date.

Pay Class

Use this group box to specify the pay class.

Salary

Select this checkbox to include salaried employees in this process.

Hourly

Select this checkbox to include hourly employees in this process.

Fluctuating

Select this checkbox to include fluctuating employees in this process.

Include

Part Time

Select this checkbox to include part-time employees in this process.

Temporary

Select this checkbox to include temporary employees in this process.

Journal Status

This display-only field indicates whether or not the Journal Report has been printed in this session, and whether you can then proceed to create employee allowance TS lines. If you change any of the previously selected criteria after printing, the field will be set to "Report Not Printed," and you must print again before calculating and/or adding employee allowances.

Home Organization

Use the fields in this group box to select the range of home organizations to include in this process.

Range Option

Use this drop-down box to select the range to include in this process. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."

From

Enter, or use Lookup to select, the home organization with which to start. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.

To

Enter, or use Lookup to select, the home organization with which to end. If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.

Employees

Use the fields in this group box to select the range of employees to include in this process.

Range Option

Use this drop-down box to select the range to include in this process. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."

From

Enter, or use Lookup to select, the employee ID with which to start. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.

To

Enter, or use Lookup to select, the employee ID with which to end. If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.

When you change any of the print options or selection criteria after having printed the report, the Journal Status display field is updated and the Process button on the toolbar becomes unavailable. You must print this report again before the calculation process occurs. If you select the Process/Print button on the toolbar after having changed a parameter, the report prints automatically as part of the calculation process.

Process

When you first enter this screen, this button on the toolbar is unavailable. If you select this button after printing the report as part of this session (this button becomes available after printing), you will receive a message asking if you really intend to create. If you answer OK, the creation process continues.

Process/Print

You can select this button on the toolbar when you first enter this screen. You will receive a message asking if you really intend to create. If you answer OK, the report prints, and the creation process immediately follows.

Table Information

Changes to this screen update the following table:

Timesheet Line - TS_LN