The Partial Period Payments Profile allows for automatic earnings and days adjustments for Fixed, Salaried or Annual function lines during the Earning Summary Phase of the payroll stream based on the function line start and end dates.
For the payroll run where the employee started late or leaves early based on the dates, the process will determine the employee’s days to be docked or paid for the pay period in conjunction to or replacement of the active function line.
This automatic** salary adjustment process allows for a various selection of formula as well as the option to base the employee’s days on atrieveHR Scheduled time or pure function line FTE.
The days paid or dock will not include Statutory Holidays, as defined in the atrieveHR Calendar.
During Function line Additions, Changes or Inquiries, where the function line dates apply, the employee’s days to be docked or paid for the period, as applicable will be displayed. These same results are applied during the Earning Summary phase of the payroll with paid days replacing the employee’s function line pay and docking days be applied as a negative amount against the employee’s function line.
The profile settings used for the Earning Summary for this feature are included at the bottom of the Earning Summary report for reference for each pay period.
Activate Partial Payments
Enter ‘N’ when automatic Partial Payments is not applicable or required.
Enter ‘Y’ to activate the Partial Payments option. This feature allows the employees Fixed, Salaried or Annual function lines (only) to be automatically adjusted for pay should the employee start after the beginning of a pay period or leave before the end a pay period.
Default Annual School Days
This field is required if the Partial Payments Profile is activated.
Define the default number of contractual or teaching days for the school year. An employee’s Employee Type Code Annual Hours or Days field may override this value, when applicable.
The employee’s annual days will determine the employee’s daily rate by dividing the per period salary by the per period annual days. This calculated daily rate is used for payment or docking in the pay period where the employee is starting late or leaving early.
Partial Payment Calculation Type
Define the formula to be used where:
A = Paid for days worked. The number of days the employee is scheduled to work will be paid while the regular function line time is reversed out. The function line reversal is recorded as SALADJ while the days paid are recorded as DAYSPAID on the Earnings Summary Report.
B = Docked Days Not Worked. The number of scheduled days the employee did not work will be docked from the regular function line time. The employee’s schedule days are taken from the first actual week of work. These entries are recorded as DOCKDAYS on the Earnings Summary Report.
C = Greater of A or B. Both the amount to be paid for the Paid for Days and the Docking days is calculated the employee receive the greater of the two results. A note in the log does indicate the employee’s A and B values which determine which formula will be applied.
D – B When Less Than Criteria Days, Otherwise A. The employee will be docked days (B) when the number of Working Days in the period is less than the Criteria days. When the Working days are greater than the Criteria days, the employee will receive the results for formula A or days paid. This formula option does require the Working Days and any applicable overrides per employee, to be defined per payroll calendar.
E = Salary times (Worked days divided by School days). The employees per period salary multiplied by the results of the number of scheduled days divided by the number of Working days in the Payroll Calendar (or employee’s applicable override) for the pay period. These entries are recorded as PRORATED on the Earning Summary Report.
F = Docked Days at Working Day Rate The employee receives the number of docking days paid at the employee’s rate using the Working Days (or applicable override) from the Payroll Calendar instead of the function lines regular rate. These entries are recorded as DOCKWDAY on the Earning Summary Report. This option is the same as using a pay code with the Calculation Code of ‘W”.
Criteria Days for Calculation D
Enter the number of Criteria days to be used when formula D is selected. This field is not applicable or used when the formula is not defined as D.
Use Schedule or FTE Method
Enter ‘S’ when the employee’s HR scheduled time is to be used to determine the employee’s number of days docked or paid.
Enter ‘F’ when the employee’s FTE or Percentage Employed per function line should be used in the determination of the days paid or docked. The Day count for the pay period is done based on the actual calendar days, omitting Statutory Holidays. This total days is then reduced by the employee’s FTE.