Use the Employee Review tab of the Payroll Processing form to select employees for whom to process payroll. You can also view employee details such as hours worked, pay rate, and withholdings for the processing run period.
Contents
Top Section
The top section includes time and pay information about the currently selected employee.
| Field | Description |
|---|
| Time Hours
|
These are the posted hours that the employee reported on his/her timesheet since the last regular payroll processing run that included the employee, or within the date range specified, depending on the method your firm uses to select timesheet hours for payroll processing.
You can view the following breakdown for timesheet hours:
|
| Pay Hours
|
Pay hours are the hours being recorded as worked for the current payroll processing run. These are the hours for which the employee is being paid.
When you first enter a payroll processing session, an employee's pay hours are equal to the employee's timesheet hours. In some cases, you may need to modify pay hours; for example:
-
When you process payroll to include dates that extend beyond the standard pay period, including timesheets that have not yet been posted.
-
When you run payroll earlier than normal, prior to posting all necessary timesheets, and you must modify hours for the current and subsequent pay periods.
Vision only enables regular and overtime fields if they have non-zero amounts. Whether or not you can modify pay hours depends on the method your firm uses to select timesheet hours for payroll processing, and the type of payroll run being processed (Regular, Bonus, Adjustment).
You can view, and in some cases modify, the following breakdown for pay hours:
|
| Gross Pay
|
Gross pay is the pay amount for the current payroll period prior to subtracting withholdings, such as Federal tax or 401(k) amounts.
You can view the following breakdown for the gross pay amount:
|
| Other Pay
|
Enter any additional pay amounts that should be added to the employee’s Net Pay amount for this payroll processing run; for example, a bonus amount.
If your System Administrator configured Vision Payroll with additional
Other Pay fields in Payroll Configuration, the additional fields display here. If your System Administrator has not configured additional fields, only one
Other Pay field displays here.
The default for the field, or fields, is established on the Payroll tab of the Employee Info Center.
When you enter an amount in any
Other Pay field, you override, for the current run, the amount entered from the Employee Info Center.
If you enter an amount in any of these fields and then click any other field on the tab, or click
Save, the amount entered is added to the amount in the
Net Pay field and the
Override option for the field is selected.
|
| Override
|
This option is selected when you enter or change the amount in any of the
Other Pay fields. If you deselect this option, Vision returns the amount in the
Other Pay field to the original amount, as specified on the Payroll tab of the Employee Info Center.
If you override an amount on the Employee Review form, Vision displays an asterisk next to the override value on the Payroll Journal and Draft Payroll Journal.
|
| Include in Run
|
If you are running a Manual Select payroll run, select this option for every employee that you want to include in the payroll run.
|
| Bank Code
|
Select the bank code to use for this employee for this payroll run only.
This field defaults to the code established for the employee's organization in the
Payroll Default Bank field on the Units & Payroll tab of
. If no
Payroll Default Bank is entered there, Vision uses the
Bank Code from the General tab of
.
If you select a different
Bank Code on the Employee Review tab, you override the organization or firmwide code.
|
| Pay Rate
|
This is the amount to be paid to the current employee for the current pay period. This rate is established on the Employee Info Center Payroll tab.
|
| Overtime Percent
|
This is the percentage to apply to the employee's payroll rate to calculate standard overtime wages. This percentage is established on the Employee Info Center Payroll tab.
|
| Overtime-2 Percent
|
This is the percentage to apply to the employee's payroll rate to calculate secondary overtime wages. This percentage is established on the Employee Info Center Payroll tab. This percentage only applies if secondary overtime is enabled on the General tab of the
.
|
| Net Pay
|
This is the net pay for the employee for the current pay period (sum of the pay rate and overtime pay minus withholdings).
|
| Net to Gross
|
Select this option to have Vision calculate the gross amount based on the amount entered in the
Net Pay field. This option is only editable if the current payroll run is a
Bonus run (selected from the
Run Type field on the General tab).
When you change the
Net Pay amount, Vision automatically calculates taxes. The options available on the Employee Review tab depend on whether or not this option is selected.
|
Withholdings Grid
On the Withholdings Grid you review details about employee withholdings for the current period, accumulated quarter-to-date, and accumulated year-to-date.
| Field | Description |
|---|
| Code
|
This field displays the withholding code, as established in
.
|
| Method
|
This field displays the method that Vision uses to calculate the withholding. Options are:
-
Amount — Vision withholds the amount specified in the
Amount/Percent field.
-
Percentage — Vision withholds the percentage specified in the
Amount/Percent field.
-
System — Vision withholds the amount specified in the tax table.
-
None — Vision does not use a firmwide withholding method of calculation. Calculations are made on an employee-by-employee basis.
|
| Suppressed
|
If this option is selected, the withholding is suppressed (set to
Inactive) for this employee on the Withholdings grid of the Employee Info Center Payroll tab.
You cannot override a suppressed setting on the Employee Info Center Withholdings grid. If you want a withholding to be deducted from the employee's pay for this payroll run, you must select
Active for this withholding in the Employee Info Center, and then process the payroll run again.
|
| Amount/Percent
|
This field displays the amount or percentage for calculating the withholding, if
Amount or
Percentage is set as the withholding method.
|
| Current
|
This field displays the amount set to be withheld for the current run. If you edit this amount, Vision selects the
Override option.
To see a quick overview of current, quarter-to-date, and year-to-date withholding amounts, click
from the Payroll Processing toolbar.
|
| Override
|
Select
Override to set the amount in the
Current field to zero, and enter a modified amount for this payroll run. A check mark appears in the
Override check box. When you modify the amount in the
Current field, Vision selects the
Override option automatically.
If an override is specified, it displays on the Payroll Journal with an asterisk (*) next to the override amount.
If you decide later that you do not want to override the withholding with this new amount, deselect the
Override option. Vision restores the amount in the
Current field to the default Employee Info Center amount.
|
| Total
|
This field displays the sum of all amounts entered in the grid's
Current column. This is the total amount of all withholdings for the current run.
|
Contributions Grid
On the Contributions Grid you review details about employer payroll contributions for the current period, accumulated quarter-to-date, and accumulated year-to-date.
| Field | Description |
|---|
| Code
|
This field displays the contribution code, as established in
.
|
| Method
|
This field displays the method that Vision uses to calculate the employer contribution. The method is selected in Payroll Contribution Setup (). The options are:
-
Percent of employee wages — If this method is selected, Vision calculates the employer contribution as a percentage of an employee’s wages. The wages are calculated as gross wages less:
- 125 cafeteria amounts, if the
Exclude cafeteria plan amounts option is selected in Payroll Contribution Setup
- 401(k) amounts, if the
Exclude 401(k) amounts option is selected in Payroll Contribution Setup
- Any withholdings entered on the Additional Deductions from Wages grid in Payroll Contribution Setup
- Any Other Pay amounts if
Other Pay is checked in the
Deduct before calculating contribution area in Payroll Contribution Setup
The calculation for this method is not dependent on the amount the employee had withheld.
-
Percent of employee withholding – Select this method to calculate the employer contribution as a percentage of the employee’s withholding. You must select a withholding from the
Withholding field to use this method.
-
Fixed amount – Select this method to set the employer contribution as a flat dollar amount.
-
Lesser of employee withholding or wages – If this method is selected, Vision arrives at the employer contribution amount using a formula that takes a given employee withholding, multiplies it by the employer's matching percentage (in the
Amount/Percent field) and compares the result to gross wages multiplied by the maximum percentage of total wages allowed by your firm. The maximum percentage is determined by the value entered in the
Rate Cap field in Payroll Contribution Setup. Vision compares the two amounts and selects the lesser amount to arrive at the employer contribution amount.
For example, if your gross wages are $1000 and your 401(k) employee contribution is 10% of wages, Vision calculates the withholding amount to be $100. Assume that the employer's percentage rate is set to 50% in the
Amount/Percent field and the
Rate Cap is set to 6%.
Vision arrives at the employer contribution amount as follows:
-
Step 1: 50% of $100 = $50
-
Step 2: 6% of $1,000 = $60
-
Step 3: Since $50 is less than $60, we'll use $50.
- Rate table – Vision withholds the amount specified in the tax table. This method is used for any withholding for which Vision has a corresponding tax table (for example, FICA or State). Deltek sends updates to these tax tables based on tax law changes. Deltek typically sends updates mid-year and at year-end.
|
| Suppressed
|
If this option is selected, the contribution is suppressed (set to
Inactive) for this employee on the Employer Contribution grid of the Employee Info Center Payroll tab.
You cannot override a suppressed setting on the Employee Info Center Employer Contribution grid. If you want a contribution to be calculated for this employee for this payroll run, you must select
Active for this contribution in the Employee Info Center, then process the payroll run again.
|
| Amount/Percent
|
This field displays the amount or percentage for calculating the contribution.
|
| Current
|
This field displays the amount set to be contributed for the current run. If you edit this amount, Vision selects the
Override option.
|
| Override
|
Select
Override to set the amount in the
Current field to zero, and enter a modified amount for this payroll run. When you modify the amount in the
Current field, Vision selects the
Override option automatically.
If an override is specified, it appears on the Payroll Journal with an asterisk (*) next to the override amount.
If you decide later that you do not want to override the contribution with this new amount, deselect the
Override option. Vision restores the amount in the
Current field to the default Employee Info Center amount.
|
| Total
|
This field displays the sum of all amounts entered in the grid's
Current column. This is the total amount of all contributions for the current run.
|
