Employee CDH Assignments - PYUPEC
This Payroll (PY) Employee CDH Assignment (PYUPEC) page is used to assign the contributions, deductions, and hours to employees. These assignment records specify the default actions the system will take for payroll when processing contributions, deductions, and hours (CDHs) for employees. Codes assigned are defined on a Contribution, Deduction, or Hour Definition page (PYUPCC, PYUPDD, or PYUPHH).
Main Window
Entity: This field indicates the employee entity and echoes from the Employee Definition page.
Employee ID: This field indicates the employee ID and echoes from the PY Employee Definition (PYUPEM) page.
Name: This field indicates the employee full name (in last, first, middle initial order) and echoes from the Employee Definition page.
SSN: This field indicates the employee social security number and echoes from the Employee Definition page.
Type: This field indicates the employee type code and echoes from the Employee Definition page.
Cycle: This field indicates the pay cycle for which the employee is to be paid and echoes from the Employee Definition page.
Status: This field indicates the status of the employee and echoes from the Employee Definition page.
Contributions, Deductions, and Hours Tabs
Each of the tabbed pages contains the same fields for data entry. The definitions below apply to the fields on every page.
Contribution/Deduction/Hour Number: Select the contribution, deduction, or hour definition number being assigned to this employee. If the number entered is less than four digits long, zeroes automatically fill in the left portion of this field. For example, if you enter 1, tabbing out of the field will display 0001, regardless of whether the code is valid. Invalid codes will not be accepted upon saving the record.
Code: This field echoes the code associated with the contribution, deduction, or hour number entered in the number field.
Description: This field echoes the description associated with the contribution, deduction or hour number entered into the number field.
Status: A code representing the status of the assignment. The following is a list of codes supported by the system:
A – Active, I – Inactive, or O – Override (Instructs the system NOT to perform any calculation but to take the value defined in the Amount field).
Freq: A code representing the Frequency with which the assignment record is to be taken into consideration. This field may be used in conjunction with the Box field.
The following is a list of code combinations supported by the system:
A - Active for every pay period.
A# - Where # is a value between 1 and 9, representing the period sequence in which this record should be considered active.
I# - Where # is a value between 1 and 9, as previously defined on the Pay Period Definition page, representing the period sequence in which the record should be considered inactive.
XX 01-10 - The assignment will be active when the period being processed contains the designated Frequency Match Code (XX) in the specific box number indicated (for example, 01).
XX - The assignment will be active when the period being processed contains the same frequency match code (XX) in any one of the ten Frequency Match Code boxes on the Pay Period Definition page. If Box contains 00, the system will search all boxes numbered 1 through 10 to find the Frequency Match Code.
Box: A code representing the Frequency Match Code Box number on the Pay Period Definition page. This field is used in conjunction with the Freq field.
Special Codes: Up to four, four-character special codes may be associated with the contribution, deduction, or hour being assigned to the employee. These are used to assist in the payroll calculation. The specific use of these codes depends on the calculation formula set up on the CDH Definition page. One example is the use of dynamic priority. In this way it is possible to dynamically change the priority of calculation for a CDH by employee. To accomplish this the CDH must be marked as a dynamic priority by placing a Y in switch 23 of the CDH definition. If an employee has an assignment for one of these dynamic priority CDHs then the value in special code 3 will be used as the priority for the CDH for this employee. If special code 3 is already in use, the index to determine which special code to use as priority can be set in Associated Numeric Value 2 of Common Code PYFG/PY200C. This is particularly useful for sites that allow multiple EFT deductions and want to determine the order the EFTs are taken on an employee basis.
Amount: Enter the dollar amount of the contribution, deduction, or hour. Some calculation formulas may use this amount in deriving the final contribution, deduction, or hour amount. If the Status field contains an O (override), the amount entered will override any calculated amount. For bond deductions, the Bond Type field (Switch 6) on the PY Deduction Definition (PYUPDD) page must contain a Y. This field amount would then replace the per-period amount to be deducted from the employee's pay and applied toward the bond purchase.
Axp: Amount/Additive Expressed As (Axp) code is used to qualify the value entered in the Amt and Additive Amt fields. The following is a list of codes supported by the system:
A - Amt and Additive Amt are expressed as an annual amount.
M - Amt and Additive Amt are expressed as a monthly amount.
S - Amt and Additive Amt are expressed as a semi-monthly amount.
B - Amt and Additive Amt are expressed as a biweekly amount.
W - Amount and Additive Amt are expressed as a weekly amount.
P - Amt and Additive Amt are expressed as a per-period amount.
Begin/End Dates: These fields hold the beginning and ending dates during which the assignment is valid for this employee. If it is always active, leave these fields blank. The date can be entered in MM/DD/YY or MM/DD/YYYY format, or selected from the calendar display. If an ending date is specified, a beginning date must also be specified.
Additive Amount: This field is used to store an amount to be added to the system-calculated result. Note that this amount is added after all other calculations are performed. For example, if an employee requests that $50.00 per month be added to the normal FIT deduction, one would enter 50 in this field and specify in the Axp field that it is a monthly amount. For bond deductions, if Bond Type (Switch 6) on the PY Deduction Definition (PYUPDD) contains a Y, the system will display the balance due toward the purchase of the next bond in the additive amount field.
Additive Begin/End Dates: These two fields hold the beginning and ending dates during which the additive amount is to be included in the system-calculated amount. If this additive is always to be included, leave these fields blank. The date can be entered in MM/DD/YY or MM/DD/YYYY format, or selected from the calendar display. If an ending date is specified, a beginning date must also be specified.
Limit Amount: Enter the maximum amount that may accumulate for this contribution, deduction, or hour. This maximum amount is checked during each payroll calculation process. For example, an employee may wish to contribute to a specific charity on an ongoing basis, but want to limit the total amount deducted for the year. The maximum amount is entered in this field, and once the total amount deducted reaches this amount, the charity contribution will no longer be deducted for the period specified in the Lxp field. For bond deductions, the Bond Type field (Switch 6) on the PY Deduction Definition page must contain a Y, and the purchase price would be entered in the limit amount field. In this field, enter the purchase price of the bond.
Lxp: The Limit Expressed As (Lxp) code is used to identify the value entered in the Limit Amt field. The following is a list of codes supported by the system:
P - Limit is expressed as a period amount.
M - Limit is expressed as a tax month amount.
Q - Limit is expressed as a tax quarter amount.
T - Limit is expressed as a tax year amount.
C - Limit is expressed as a calendar year amount.
F - Limit is expressed as a fiscal year amount.
R - Limit is expressed as inception-to-date or Rec Beg/End date range (if dates are entered).
N/A:, Vendor ID:, and Tracking #: The last three fields on this page may be used in different ways depending upon system setup.