WIXLIB

FIT103 - Processing a Pay Run with One-Time Changes and CorrectionsEnter One-Time Changes in Payroll11Since one-time amounts are specific to a single pay run, and not recurring, they are not added to anemployee’s HR record. As a result, these amounts do not automatically appear in the preview when youcalculate the pay run in Payroll. Instead, one-time deductions and earnings are usually entered by anadministrator, as required, directly in Payroll prior to committing the pay run. These amounts are addedto an employee’s pay as either a quick entry or an additional check.The Quick Entry sub-tab in Payroll allows you to add or modify earnings, deductions, or taxes that shouldbe paid to or deducted from your employees.The Checks sub-tab allows you to process manual, onsite, and additional checks for employees.One-time amounts can be recorded at any time during payroll processing, even for future pay periods.For example, if you know the amount of bonuses that are being paid on next month’s pay run, you canload the appropriate pay run at any time and record the details of the bonuses.Once one-time deductions and earnings have been entered via quick entry or check, it is recommendedthat you perform a preview audit to ensure the entries are accurate prior to committing the pay run.To fully understand the process of how to enter these amounts, we must first discuss the Dayforceterms check and check template, as the appropriate check template must be selected.Dayforce Payroll Term: CheckOne of the most important terms to understand while processing pay in Dayforce is check because it canbe used to mean different things. When most people hear the word check, they think of a paper check.In Dayforce, when we say “check” we just mean a payment or payroll entry. For example, an employee’sbonus can be paid on his or her normal check, meaning that it is included with the employee’s regularpay. However, this does not mean that the bonus is necessarily paid using a paper check. Similarly,recording what we call an additional check means that the employee receives a separate payment witha separate earning statement that displays the details of this payment. It’s always going to be thedefined payment method that determines how that payment reaches the employee.Check TemplatesAll payments that employees receive are associated with a check template.A check template indicates which generated earnings, deductions, and taxes are to be automaticallyincluded on a particular employee payment.By default, the “Normal” check template has already been configured to apply any generated earnings,auto pay earnings, deductions, or taxes that would be applied by the employee’s payroll policy.Typically, this check template is used for all regular payroll payments in regular pay runs.When using a check template other than “Normal”, Dayforce automatically creates a second payment tothe employee. This second payment can be disbursed to an employee as a paper check, direct deposit,or payroll card.Additional check templates are created for specific scenarios to restrict which generated earnings,deductions, and taxes are applied to that particular payment so that they are not incorrectly applied.Copyright 2019 Ceridian HCM, Inc. All Rights Reserved

12Enter One-Time Changes in PayrollFIT103 - Processing a Pay Run with One-Time Changes and CorrectionsFor example, a parking fee or medical premium that is deducted from a regular check would notnecessarily be deducted from a bonus payment. Therefore, a “Bonus” check template should be createdand configured to prevent these certain scheduled deductions, but to still apply the appropriate taxesfrom being withheld when the Bonus check template is used.Check templates may be created as needed for situations such as bonus pay, commission pay, orreimbursements. Once check templates are created, they can be assigned when quick entries andchecks are recorded.Check templates can also be configured to ignore either direct deposit or payroll card options asdisbursement methods. If this is configured, the disbursement method specified in the check templatewill override the employee’s regular payment method set up in his or her HR record.In addition, you can configure separate check templates for the appropriate employment types. Thisallows you to pay employees both regular pay and contractor or pensioner pay simultaneously and issueeach type of tax form when appropriate. Based on the configuration of the check template, the earningswill be mapped to the corresponding US tax form.Let’s view an example of a 250.00 bonus entered as a Quick Entry using the Bonus check template.When the Bonus check template is selected, Dayforce knows which earnings, deductions, and taxes toapply. Since the template was configured to only deduct 401(k), and exclude all other scheduleddeductions, on Brad’s bonus check, only 401(k) will be deducted from his bonus payment. In addition,the template was configured to only apply the 401(k) Match generated earning and to use theSupplemental Flat Rate to calculate applicable taxes.Copyright 2019 Ceridian HCM, Inc. All Rights Reserved

FIT103 - Processing a Pay Run with One-Time Changes and CorrectionsEnter One-Time Changes in Payroll13As you can see on the above earning statement for Brad’s 250.00 bonus payment, only 401(k) wasapplied as a deduction and the 401(k) Match as a generated earning. In addition, the Federal W/H taxeswere calculated using the 25% Supplemental Flat Rate.Understanding the difference between check templates is important in ensuring that the correctgenerated earnings, deductions, and taxes are applied. You need to select the appropriate checktemplate to be applied to payments entered as quick entries or checks.In addition to setting up supplemental taxation at the check template level, you can configuresupplemental taxation at the earning level so that earnings are taxed properly.Copyright 2019 Ceridian HCM, Inc. All Rights Reserved

14Use Quick EntriesFIT103 - Processing a Pay Run with One-Time Changes and CorrectionsUse Quick EntriesQuick entries are used to record one-time deductions and earnings for an employee that should beincluded on his or her pay. They can also be used to enter payroll corrections. These one-time amountsare recorded in Payroll since they are not recurring amounts which reside in the employee’s HR record,and they are not time-driven earnings from the timesheet.You can record a quick entry to: Add or subtract new earning or deduction amounts Modify the amount of an earning, deduction, or tax to allow the amounts to accurately reflectwhat the employee should earn, have deducted, or pay in taxes Replace amounts, the employees’ position, or the work location for existing earnings ordeductionsSome examples of quick entries you may need to include are earnings such as a bonus or commission,and deductions such as a one-time charitable donation. When you record a 250.00 bonus as a quickentry, the employee is paid this additional amount as part of his or her regular run once you commit thepay.Depending on your organization’s policy, time-driven earnings and generated earnings could berecorded as quick entries if necessary.Record a Quick EntryPath: Payroll [Load Pay Run] Pay Run Management Quick EntryTo add a new quick entry, click Add on the Quick Entry sub tab of Pay Run Management. At minimum,you must complete the Employee Name or Employee No., Code, and Hours or Amount fields to recordthe quick entry.Enter the Employee Name or Employee No. of the employee that is receiving the quick entry. OnlyActive and Inactive employees in the pay group you have open will be available to select from in thesetwo fields. Terminated employees need to be added to the pay run using the Terminated button.Enter the appropriate deduction, earning, or tax code to be applied in the Code field.Copyright 2019 Ceridian HCM, Inc. All Rights Reserved

FIT103 - Processing a Pay Run with One-Time Changes and CorrectionsUse Quick Entries15Use either the Hours or Amount field to specify how much the employee will be paid for thecorresponding code entered. Depending on which earning, deduction, or tax code was entered,restrictions may apply. For example, if you enter a Medical deduction for the code, you will be unable toenter a value in the Hours field.The Replace checkbox allows a replacement of payroll election entered in the HR record with the detailsof this quick entry. When the Replace checkbox is cleared, the quick entry will be added or subtractedfrom any existing details in the employee’s pay run with a matching code. If the employee does not havea matching code on the given pay run, Dayforce adds it with the corresponding value. For example, if anemployee has a 20.00 parking subsidy as a payroll election and a 25.00 parking subsidy is alsorecorded as a quick entry with the Replace checkbox cleared, these two amounts will be combined for a 45.00 parking subsidy on the given pay run.Select the check template to be applied to the quick entry, if necessary, by typing the name of the checktemplate in the Check Template field. The Check Template field automatically populates the NormalTemplate unless the earning code is attached to a specific check template. As referenced earlier, thecheck template determines which earnings, deductions, and taxes are applied to the employee’s pay.The PPN field allows a different pay period number to be associated to the quick entry for recordkeeping purposes.Use the Pay Periods for Tax column to specify a number of pay periods over which to tax theemployee’s quick entry payment.When you have finished entering the details of the quick entry, click Save to apply it to the employee.Dayforce maintains a complete list of any quick entries that have been recorded for the pay run andsaved in the Quick Entry tab.To find out more information about who recorded a quick entry and when it was recorded or modified,click Audits in the toolstrip. This is beneficial when there are multiple administrators who are recordingentries or to confirm who recorded or modified a future entry.Once you have recorded your quick entries, you can edit them by selecting the applicable quick entryand: Clicking Delete to delete it. Clicking Copy to copy it. Double-clicking in any field to edit its value.After saving, you can review the results of your quick entries in the Preview sub-tab.Copyright 2019 Ceridian HCM, Inc. All Rights Reserved

16Use Quick EntriesFIT103 - Processing a Pay Run with One-Time Changes and CorrectionsYou can navigate the Quick Entry page more efficiently using your keyboard. Press TAB to move fromfield to field. Within the cells, begin typing to activate a menu of matching items. For example, in theEmployee Name field, typing “De” brings up a list of employees with “De” in their name.For more information, see the ”The Quick Entry Sub-tab” section of the Payroll Administrator Guide.Activity: Record Quick Entries for the Current Pay RunTime: 4 minutesYou were notified that there are certain one-time earning and deduction changes for the USA Hourlypay group for the current pay run. Two department managers, Charles Truman and Patty Peterson,earned a 250.00 bonus, while Kurt Morales earned a 300.00 bonus. Jessica Parker has made a 50.00lump sum charitable donation that needs to be deducted from her pay. Brad Cook is set up with a 50.00 Parking Subsidy each pay; however, for this pay period only, his Parking Subsidy amount needs tobe overridden to 35.00.Details: Award a 250.00 bonus to Charles Truman and Patty Peterson, and a 300.00 bonus to KurtMorales Deduct a one-time 50.00 charitable donation from Jessica Parker’s pay Replace the amount of Brad Cook’s Parking Subsidy to 35.00 Perform a Preview Audit using the Preview sub-tab to review the entries you madeDO NOT COMMIT, we will be using this pay run for the rest of the course.Copyright 2019 Ceridian HCM, Inc. All Rights Reserved

FIT103 - Processing a Pay Run with One-Time Changes and CorrectionsUse Quick EntriesSolution: Record Quick Entries for the Current Pay RunAdd bonuses for Charles Truman, Patty Peterson, and Kurt Morales:Path: Payroll [Load Pay Run] Pay Run Management Quick Entry1. Click Add.2. Type or select “Charles Truman” for the Employee Name.3. Type or select “Bonus” for the Code.4. Type “250.00” for the Amount.5. Click Copy.6. Type or select “Patty Peterson” for the Employee Name.7. Click Add.8. Type or select “Kurt Morales” for the E

Entering One-Time Changes in Payroll Introduces the Payroll functionality you will use to include additional payments and entries in a pay run, make adjustments to prior pay runs, and create off-cycle pay runs. Quick Entry Explains how to use quick entry to record one-time earnings and deductions that should be included on an employee's