BenSelect:Admin:PayGroup:Overview - Revision history

Shannon Krakosky: /* Pay Groups Screen */

2023-05-08T21:51:09Z

‎Pay Groups Screen

2023-05-08T21:44:08Z

‎Common Buttons

2022-07-27T17:40:22Z

‎Pay Groups – Elements

2022-06-13T15:21:25Z

‎Pay Groups – Elements

2022-04-15T19:41:06Z

‎Pay Groups – Elements

2021-10-14T14:55:35Z

‎Pay Groups – Elements

2020-04-13T19:17:14Z

2020-01-23T14:54:25Z

‎Pay Groups – Elements

2020-01-23T14:53:47Z

2019-01-04T17:09:34Z

‎Pay Groups – Elements

← Older revision		Revision as of 21:51, 8 May 2023
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	Use the Pay Groups screen to set up specific pay groups, which identify groupings of employees who share the same payroll frequency, deduction frequency, and pay calendar.		Use the Pay Groups screen to set up specific pay groups, which identify groupings of employees who share the same payroll frequency, deduction frequency, and pay calendar.
		+
		+	You can now download a pay group calendar template, import that template to create a pay calendar, or export a calendar. Fields in the template are Pay Date, Processing Date, Pay Period Begin, Pay Period End, and Deduct. Only Pay Date and Processing Date are required values. If dates already exist on a calendar but are not included in an import, they will not be deleted. If an entry on the current calendar matches a value in the import on Pay Date, that line will be overwritten with data from the import file. If “Deduct” is not provided, a value of “checked” (meaning, use that date for deductions) is assumed.

	==Pay Groups – Elements==		==Pay Groups – Elements==

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 ===Common Buttons===
-;Add :Click to add a new pay group.
+;Update: Click to save any selections or updates made to the pay group information.
-;Save : Click to save any selections or updates made to the pay group information.
+;Cancel : Click to cancel all changes.
 ;Delete :Click to delete the currently selected pay group.
-;Cancel : Click to cancel all changes.
+;Import :Click to begin the process of importing a new pay group. You can import from an exported pay group from another case, or use the Template button to create a new pay group from scratch, then import that file.

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 ;Payroll Company :Select a department to be defined as the Payroll Company.
 ;JobClass :Select the name of the location-specific eligibility class.
-;Plan Year:Select the plan year applicable for the Payroll Calendar.
+;Plan Year:Select the plan year applicable for the Payroll Calendar. This allows you to filter the dates for the selected plan year, making it easier to review and set dates.
 ;Payroll Calendar :Use the list of payroll dates to select when deductions occur for this pay group.

← Older revision		Revision as of 15:21, 13 June 2022
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	'''Note:''' The Pay Date is the date that the employee is paid. The Processing Date is the day the group submits payroll for each pay date or for each check. It is also a cut-off for our system, so any changes made on/after the processing date will generate the next deduction date. Selerix best practice is to send payroll files on the processing date.		'''Note:''' The Pay Date is the date that the employee is paid. The Processing Date is the day the group submits payroll for each pay date or for each check. It is also a cut-off for our system, so any changes made on/after the processing date will generate the next deduction date. Selerix best practice is to send payroll files on the processing date.
		+
		+	;Pay Period Begin :Enter the date that the pay period for this deduction begins.
		+	;Pay Period End :Enter the date that the pay period for this deduction ends.

	;Delete :Click this button to delete selected pay row(s).		;Delete :Click this button to delete selected pay row(s).

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 ;Payroll Company :Select a department to be defined as the Payroll Company.
 ;JobClass :Select the name of the location-specific eligibility class.
 ;Payroll Calendar :Use the list of payroll dates to select when deductions occur for this pay group.

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 ;Payroll Calendar :Use the list of payroll dates to select when deductions occur for this pay group.
-Note: The Pay Date is the date that the employee is paid. The Processing Date is the day the group submits payroll for each pay date or for each check. It is also a cut-off for our system, so any changes made on/after the processing date will generate the next deduction date. Selerix best practice is to send payroll files on the processing date.
+'''Note:''' The Pay Date is the date that the employee is paid. The Processing Date is the day the group submits payroll for each pay date or for each check. It is also a cut-off for our system, so any changes made on/after the processing date will generate the next deduction date. Selerix best practice is to send payroll files on the processing date.
 ;Delete :Click this button to delete selected pay row(s).

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 ;Payment Type :Select the type of payment allowed for the pay group.
 ;First deduction :Select when the first deduction for the employee occurs. Options include:
-*Following pay period – The first pay period that follows the end of enrollment.
+*The “Following pay period”, which means the first deduction is taken on the 2nd payroll after the benefit is effective.
-*Same pay period as effective date – The same pay period in which the effective date falls.
+This is used when the employer group wants the deduction to be delayed by one pay period.
 ;Payroll Company :Select a department to be defined as the Payroll Company.
 ;JobClass :Select the name of the location-specific eligibility class.

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 ;Payroll Calendar :Use the list of payroll dates to select when deductions occur for this pay group.
-;Delete all pay dates :Click this button to delete all pay dates and start over.
+;Delete :Click this button to delete selected pay row(s).
 ;Same for all locations :Select this option if all settings on this screen apply to all locations within the case.