Edit Employee Pay Method Dialog Box

Use the Edit Employee Pay Method to update the pay method information.

Parent Topic: Employee Information Dialog Boxes

Location

To display the dialog box, complete the following steps:

  1. In the Administration module, click Users and Groups > Employee Information > .
  2. On the Pay Methods tab of the Employee Information screen, select the row or rows you want to edit and click Edit Pay Method.  

Contents

Edit Employee Pay Method Fields

Field Description
Pay Method Code

This non-editable field displays the employee pay method whose information you are updating.

UDT11 - 15 Information

The label/name of any of the 15 UDTs selected for use in Configuration displays in UDT order below Pay Method code. For example, if you label UDT01 Account, then the column displays with the description of Account.

Click to the right of the field to select a UDT value, or enter one manually.

Note: The ordering and size of the user-defined fields and whether they display are set in the General Configuration screen.
Expense Reference Code

Enter the expense reference code you wish to use. The default value is the current expense reference code for this employee pay method.

Batch Expense ID

Enter the optional batch expense ID you wish to use. The default value is the current batch expense ID for this employee pay method.

Costpoint Company

This non-editable field displays the Costpoint Company for this Pay Method. This column will display only if you selected the Costpoint Multicompany check box in the Miscellaneous tab of the General Configuration screen and you are using the UDT06 and/or UDT07 fields. If you have a Costpoint Company selected then change it to None, any values in the UDT06 and UDT07 fields will be cleared and the field disabled.

Visa Employee ID

This field displays the Visa Employee ID unique to each person using a Visa card for his or her company expenses. Uploading the Visa file updates this field with the employee ID provided by Visa. You may also  manually add the Visa Employee ID if you know what it is.

Use this optional field only for the Visa card pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of VISAVCF40.

Visa Account ID

This is the Visa Account Number that this employee's charges are incurred against. Uploading the Visa file updates this field with the account number provided by Visa. You may also  manually add the Visa Account ID if you know what it is. The Visa Account ID displays as 15 asterisks plus the last 4 digits of the Visa number.

Use this optional field only for the Visa card pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of VISAVCF40.

Visa Effective Date

Select the date when the Visa employee and account IDs became active for this employee.

Use this optional field only for the Visa card pay method. This field displays if any expense batch type, or pay method associated to an expense batch type has a Source of VISAVCF40.