The Pay Estimate Inquiry supplies a means of generating the results of running the payroll for a single employee for inquiry purposes only. This option runs the same steps as used by the actual payroll so the results of this inquiry will accurately reflect the outcome of the payroll run. By default, this process will include all timesheet and variable deductions applicable for the employee for the pay period selected. Complete storage bank calculates are also included.
This module is very useful to test deduction code changes (especially database changes), function line changes and storage bank changes since the results will be displayed promptly on the screen.
The Pay Estimate Inquiry supplies a means to make temporary changes to the employee's status, function lines, deduction codes as well as temporary timesheet and variable deduction entries. These changes and entries are temporary and only exist for the one pay estimate run while having no effect on the employee's actual settings and entries. You also have the option to omit the employee's actual timesheets and variable deduction for one specific pay estimate run.
The final screen of the Pay Estimate Inquiry allows you to return to the Pay Estimate main screen to make additional temporary changes to the existing employee and rerun the Pay Estimate Inquiry.
Employee Number
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Enter the employee number to be processed. Use look-up to select employee by name.
When the employee selected is currently Terminated/On Leave you will receive a warning message.
In order to process an employee who is Terminated/On Leave you must change the employee status through the Pay Estimate Overrides option.
Pay Period #
Enter the pay period under which this pay estimate will be generated. This must be a valid pay period which may include a special pay period.
Regardless of the pay period selected, the employees current master settings will be used for items such as deduction limiting. For example, if you select a prior pay period for the pay estimate, the employee's current year to date deduction balances still apply.
The Pay Estimate Inquiry can only be run one at a time for the same pay period under the same payroll. When the pay period selected to run is currently being run by another person you will get a message and prevented from running the pay estimate for that pay period.
This process determines that another pay estimate is running based on the existence of the file SRB$OPSWRK:TERMIN.YPP. When this file exists but the file is inactive you will be prompted. (File may exist but be inactive if a previous pay estimate inquiry run was aborted abnormally and the work files not properly removed.)
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Enter 'N' to cancel this pay estimate inquiry.
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Enter 'Y' to proceed with the pay estimate run. Be sure no one is running the Pay Estimate Inquiry at this time.
Omit Actual Timesheet/Variable/Both
By default, the pay estimate inquiry calculates include all existing actual timesheets and variable deductions for the applicable employee and pay period.
Timesheets and variable deductions entered through the normal menu options.
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Enter 'N' to include all actual timesheets and variable deductions.
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Enter 'T' to omit the employee's actual timesheets from this pay estimate run.
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Enter 'V' to omit the employee's actual variable deductions from this pay estimate run.
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Enter 'B' to omit both the actual timesheets and variable deductions from this pay estimate run.
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Select the Actual Timesheets tab to view the employees actual timesheets.
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Select the Actual Variables tab to view the employee's actual variable deductions.
Pay Estimate Overrides
The pay estimate override allows you to make necessary temporary changes to the employee's status, function lines and deduction master.
Temporary timesheets and variable deductions may also be added that apply for this one pay estimate run. Changes or entries made through this field have no effect on the employee's actual records.
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Enter the letter for the change to be made, for example F to change function lines. You can access one or all the override options before entering
When you have previously selected to omit the employee's current timesheets, the employee's temporary on-line storage bank balance will be reset. This reset will allow for accurate temporary timesheets that effect storage bank balances to be made.
When the actual timesheets were not omitted the employee's current on-line storage bank balances will apply during temporary timesheet entry.
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S - STATUS CHANGE
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F - FUNCTION LINES
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D - DEDUCTIONS
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T - TIMESHEET ENTRY
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V - VARIABLE DEDUCTIONS
If the employee selected is still Terminated/On Leave you will be blocked from continuing. You must change the employee's status before a pay estimate can be run.
Reprocess, Project or Exit
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Enter 'E' to complete this Pay Estimate Inquiry. Temporary work files used for this run will be automatically removed.
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Enter 'R' to return to the Pay Estimate Inquiry screen to make additional changes to and rerun the Pay Estimate Inquiry. Temporary changes made for this run of the Pay Estimate Inquiry WILL be maintained.
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Enter 'P' to generate a benefit projection for a range of pay periods. The deductions included in the projection are determined by field 65= Pay ESTIMATE BENEFIT Projection LIST under the User Specific Parameters Profile.
When 'P'roject is chosen:
Projection Start Period
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Enter a valid pay period for a range of pay periods to be projected.
Projection End Period
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Enter a valid pay period for a range of pay periods to be projected.
Generate Benefit Report/ None
When no 'BENEFIT' profile is enabled under the Global Email Profile.
Generate Benefit Report/ Email Employee Report/ None
When the TSC$EMAIL_USER is not setup to your email address.
Generate Benefit Report/ EMAIL Employee Report/ Email Yourself/ None
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Enter 'R' to generate the benefit report. The results as well as the employee's name, address, phone number and email address will be reported. The results of the report may be printed or emailed to the employee, when applicable. This process will setup the current employee's email address as the default email address, although you can override this to any valid email address.
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Enter 'E' to directly email the benefit report results to the employee. The direct email option allows for an overlay form to be attached to the benefit statement. This email feature requires that the 'BENEFIT' profile be defined under the Global Email Profile.
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Enter 'Y' to email the benefit report to yourself. This feature is controlled by the symbol TSC$EMAIL_USER being setup to your email address.
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Enter 'N' to return to the pay estimate screen.
The program displays the steps of the payroll stream as it calculates the pay:
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Calculating Time Sheet Entries, a message may appear if any batches are still open (entries are still processed).
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Calculating Gross Salary
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Calculating Net Pay
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Deduction Calculations
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Calculating Storage Banks
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The following items are displayed on the screen:
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Employee's number and name.
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Net pay and period pay.
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Storage bank description and new balances
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Pay code and description, hours and amounts
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Deduction code and description, employer's share, deducted amount, eligible earnings and taxable benefits.