Payroll Settings in EO

Use the Payroll Settings page to determine what information appears and if employees can make edits.

Tax Withholdings

Field	Description or Use
Read Only	When selected, the entire Tax Withholdings card on the Payroll Information page is read only for all employees.
Restrict by Employee Type	Select this option to make the entire Tax Withholdings card read only for specific employee types. When selected, all the employee types defined in the HR Entity Specific Codes (HRTBCE) page, Code ID EMPLOYEE_TYPE, will display. The associated entity code is shown in parentheses. Select the types that are to be restricted. When an employee with one of the identified types logs into EO and clicks the Tax Withholdings link, the page displays a message indicating that they cannot edit the information, and the page is read only. Employees who are not one of the identified types will be able to edit tax withholding data.
Disable State Tax	Select this is state taxes are not being used. This clears the Max State Exemptions field and makes it inactive. The State Tax Withholding card will not appear for employees.
Max Federal Exemptions	Enter a number to represent the maximum number of federal exemptions an employee is allowed to enter. Accepted values are between 1 and 99.
FIT Additional Amount End Date	This is only used for FIT exempt status. Enter an end date in MM/DD format for FIT additional amount. The year is determined by comparing the date entered to today's month and day. If today's date is before the date entered, the end date year is set to this year. For example, if today is May 13, 2022, and the date entered is 08/31, the year is set to 2022. If today's date is after the date entered, the end date year is set to next year. Using the same today date, if the date entered is April 30, the year is set to 2023. If this option is selected and no date is entered, the end date defaults to 12/31/2050.
Max State Exemptions	Enter a number to represent the maximum number of state exemptions an employee is allowed to enter. Accepted values are 1 - 99.
Exclude FIT Filing Codes	When selected, a list of system-defined FIT filing codes appears. Select which FIT status codes should not appear in the FIT Filing Status menu.
Exclude Exemptions	Select to hide the Exemptions field in the State Tax Withholding card.
Hide or edit Display Name for Tax Withholdings card	If Hide is selected, the Tax Withholdings card does not appear on the Payroll Information page. This option only impacts the page, not the menu. Use Menu Setup if you want to remove the item from the Payroll Information menu. Enter the text that will appear as the card title on the Payroll Information page. The name change only impacts the page. Use Menu Setup if you want to change the name that appears in the Payroll Information menu.

Optional Deductions

Field	Description or Use
CDH Code	A list of client-defined deductions from the Deduction Definition (PYUPDD) page where Relate To Code #8 = MISC. The CDH number and the Title will appear.
Display	Select each CDH Code that you want to appear on the Optional Deductions card.
Hide or edit Display Name for Optional Deductions card	If Hide is selected, the Optional Deductions card does not appear on the Payroll Information page. It only impacts the page, not the menu. Use Menu Setup if you want to remove the item from the Payroll Information menu. Enter the text that will appear as the card title on the Payroll Information page. The name change only impacts the page. Use Menu Setup if you want to change the name that appears in the Payroll Information menu.

Direct Deposit

Field	Description or Use
Read Only	When selected, the entire Direct Deposit card on the Payroll Information page is read only for all employees.
EFT CDH Range	Enter the range of valid PY Direct Deposit deduction numbers. Accepted values are between 2001 and 2999. Defining only one CDH for direct deposits could result in difficulties for employees using Employee Online.
Max Active Deposits	Enter a maximum number of active direct deposit assignments allowed for one employee at a given time. If an employee is allowed only one direct deposit record at a time AND the CDH range indicates only one CDH is defined in Payroll, an employee cannot close or delete one direct deposit and add another one. They need to make all changes in the existing direct deposit assignment. When the record is saved, the HR record is updated with the new information including a new begin date. The same CDH record in Payroll receives an end date of one day prior to the new begin date and a new record, with the new information, is created.
Status Code	Enter the default status code for new direct deposit assignments.
Hide Check Choice	Select to inactivate the Checks in Month section of the direct deposit assignment. Assignments are active for every check issued.
Special Code	Select the special code for the Percent / Amount / Net symbol that will be written to the assignment record. If NET direct deposit data is being processed to Person Entity (PE), use Special Code 1 because the HR page requires it.
Display Last X Account Number Digits	Enter the number of trailing digits of the account number displays on the direct deposit page.
Allowed EFT Types	Select at least one EFT type. Amount, Net, and Percent Symbol fields should correspond to your payroll direct deposit calc codes. Review your district's Direct Deposit setup before setting these values. Amount: Select to display Amount type direct deposits. AMOUNT will appear in the Amount list on the Direct Deposit card on the Payroll Information page. If selected, enter the Symbol and Priority. Net: Select to display Net type direct deposits. NET will appear in the Amount list on the Direct Deposit card on the Payroll Information page. If selected, enter the Priority. The Net Symbol field may be left blank. Percent: Select to display Percent type direct deposits. PERCENT will appear in the Amount list on the Direct Deposit card on the Payroll Information page. If selected, enter the Symbol and Priority. The Symbol will transfer to the HRPYPR, Direct Deposit record and appear in the special code designated in the earlier setting. If a priority is set then it will appear in Special Code 3 of the HR record.
Require Net	Select to require an employee to have a net direct deposit deduction. If selected, an employee cannot delete an existing NET record. The employee needs to edit the existing record to update account information.
Value Representing 100 Percent	Select how the deduction percent or amount is represented in HR. If set to 100, a request for 50% will be recorded as 50 on the assignment. If set to 1, then 50% will appear as .5.
Test EFT	If selected, the HR assignment has Test EFT selected when the record is saved.
Hide or edit Display Name for Direct Deposit card	If Hide is selected, the Direct Deposit card does not appear on the Payroll Information page. This option only impacts the page, not the menu. Use Menu Setup if you want to remove the item from the Payroll Information menu. Enter the text that will appear as the card title on the Payroll Information page. The name change only impacts the page. Use Menu Setup if you want to change the name that appears in the Payroll Information menu.

Deferred Compensation

Field	Description or Use
Read Only Contributions	When selected, Contributions on the Deferred Compensation card on the Payroll Information page are read only for all employees.
Read Only Deductions	When selected, Deductions on the Deferred Compensation card on the Payroll Information page are read only for all employees.
Hide Check Choice	Select to inactivate the Checks in Month section of the assignments. Assignments are active for every check issued.
Max Percent	Enter the maximum percent an employee can direct to the Deferred Compensation assignment.
Value Representing 100 Percent	Select how the deduction percent or amount is represented in HR. If set to 100, a request for 50% will be recorded as 50 on the assignment. If set to 1, then 50% will appear as .5.
Special Code	Select the Percent or Amount symbol that will get written to the assignment record.
Warn on 457	Select to push data to reporting. Used for reference and reporting purposes only.
401K Limit Amount	Enter a limit amount. Used for reference and reporting purposes only.
457 Limit Amount	Enter a limit amount. Used for reference and reporting purposes only.
Combined 401K/457 Limit Amount	Enter a limit amount. Used for reference and reporting purposes only.
Allowed Amount Types	Optional selections. Select to display Amount type direct deposits. AMOUNT will appear in the Amount Type list on the Deferred Compensation card on the Payroll Information page. If selected, enter the Symbol. The Symbol field holds the value to be used for Amount that will be placed in the designated special code on the assignment. Select to display Percent type direct deposits. PERCENT will appear in the Amount Type list on the Deferred Compensation card on the Payroll Information page. If selected, enter the Symbol. The Symbol field holds the value to be used for Percent that will be placed in the designated special code on the assignment.
Hide or edit Display Name for Deferred Compensation card	If Hide is selected, the Direct Deposit card does not appear on the Payroll Information page. This option only impacts the page, not the menu. Use Menu Setup if you want to remove the item from the Payroll Information menu. Enter the text that will appear as the card title on the Payroll Information page. The name change only impacts the page. Use Menu Setup if you want to change the name that appears in the Payroll Information menu.

Leave Tracking

Field

Description or Use

Maximum Years of Detail

Select the maximum number of years of detail (up to 5) that appear for an employee. Data is displayed based on a 52-week timeframe, not a calendar year. For instance, if today is 5/31/xx, the detail that will display is 52 weeks back from today.

Show Unposted Leave

Select an option to determine if unposted leave appears for an employee.

Yes: Always display unposted leave.
No: Never display unposted leave.
Optional: The employee can determine if unposted leave appears.

Leave Balance Filter

Click to expand the filter. Select the Hour Bases that appear on the Leave Information page.

Hour Base: Derived from PYHB/xx common codes, where Associated Numeric Value is set to 1.00000.
Description: Derived from PYHB/xx common codes, Associated Descriptions field. The description is used to label the specific hour base card on the Leave Information page.
Available?: When selected, a card will appear on the Leave Information page for the leave type/hour base. Employees can expand the card to view detailed information by leave type. For instance, if an Hour Base named VAC. B is selected to appear on the Leave Information page, a card appears using the description name (for example, Vacation Balance) as the card name. All SYSTM batch leave entries in the PYT_HRS_DTL table with a status starting with D* will be displayed on the Leave Tracking card. A pay period that has been calculated, but not yet paid, will display in the detail page.

Check Stub

Field	Description or Use
Show Opt-Out from Paper Check Stubs	When selected, an option appears on the Check Stub page allowing employees to select to opt out of receiving paper check stubs.
Opt-Out Statement	Optional: Enter a message here to override the default text on the Electronic Check Stub Election card on the Check Stub page when the opt-out button appears.
Header Message	Optional: Enter a custom check stub message that will appear in the header. The message applies to all check stubs for all pay periods. It is an additional message and does not replace any message from the payroll program.
Number of Checks to Display	Enter the maximum number of checks that will appear for an employee.
Check Stub Display	Select what checks will appear for an employee on the Check Stub page. ALL: Displays all checks for the employee, as far back as possible, including future-dated checks if they exist. If this option is used in conjunction with the Number of Checks field, all checks are displayed until the specified number is reached. For example, if Number of Checks = 100, only the most recent 100 checks display. CHECKDATE: Displays all checks as long as the Check Date is not beyond today (future-dated). When used in conjunction with Check Stub from Date field, all checks starting from the entered date until today are displayed. DAYSPRIOR: When selected, the Number of Days Prior field appears. Used together, check stubs appear a specified number of days prior to the check date. Previous stubs also appear.
Number of Days Prior	When DAYSPRIOR is selected from Check Stub Display, this field appears. Enter the number of days before the payroll date to display a check stub. For example, if the check date is on a Friday and you enter 2, the check stub will appear on Wednesday (2 days prior).
Check Stub from Date	Enter a date to control how far back historically check stubs will appear. Only checks with a check date after this date (excluding future-dated checks) appear on the Check Stub page. Checks prior to this date do not appear, regardless of the Check Stub Display setting. This setting works in conjunction with the Check Stub Display settings as follows: If Check Stub Display = ALL and Check Stub from Date is set, all checks after the Check Stub from Date appear. If Check Stub Display = CHECKDATE and you enter a date in Check Stub from Date, checks after the Check Stub from Date and with a check date of yesterday's date or earlier appear. If Check Stub Display = DAYSPRIOR and you enter a date in Check Stub from Date, checks after the Check Stub from Date and checks with a check date of (CHECKDATE - DAYSPRIOR) value appear. If Check Stub from Date is (blank), check display is dependent on Check Stub Display setting only.
Choose File	Upload an image (for example, the district logo) to display on the check stub. Recommended image size is a 5.7 to 1 ratio for width and height. For example, 400 pixels wide and 70 pixels high. If the image or logo has equal height and width (square), place the logo on the left side of the image canvas and add blank/white space to create an image that follows the recommended dimensions.
Show Wage Detail	Select to display a Wage Detail item in the Wages section of the Check Stub. When selected, a list of line item details appears. The items displayed represent the employee's payroll hours. By default, the Payroll (PY) Hour Definition (PYUPHH) record needs to have HOUR in Misc Code 7 to appear. To use a different PYUPHH Misc Code or Relate Code, set up common code PYEO/HOURCODE. The detail column headings are: Date Description Hours Rate Amount
Show Check Message in Header	When selected, the header message appears.
Hide Federal Tax Exemptions	Select to display only the filing status for Federal Withholding in the Taxes section of the check stub. The number of exemptions does not appear. If you do not select this option, Federal Withholding will display the status and number of exemptions in the format of Status/Exemptions. For example, if the filing status is M and exemptions are 2, if the option to hide is selected, M appears and if the option to hide is not selected, M/2 appears.

1095-C Affordable Care Act (ACA)

Field	Description or Use
Show Opt-Out from paper 1095-C Affordable Care Act (ACA) form	When selected, an option appears on the 1095-C Affordable Care Act (ACA) Information page allowing employees to select to opt out of receiving paper 1095-C forms.
Opt-Out Statement	Optional: Enter a message here to override the default text on the Electronic 1095-C Affordable Care Act (ACA) Election card on the 1095-C Affordable Care Act (ACA) Information page when the opt-out button appears.

W-2

Field	Description or Use
Show Opt-Out from paper W-2 form	When selected, an option appears on the W-2 Information page allowing employees to select to opt out of receiving paper W-2 forms.
Opt-Out Statement	Optional: Enter a message here to override the default text on the W-2 Information page when the opt-out button appears.