To set up or edit an income type
To set up a new income type or edit an existing income type:
Choose Setups, Payroll, Income Types, Income Type Maintain.
Completing the details of the income type
The Income Type Code Details tab
Enter the Income Type Code (if a new code), or if editing, select the existing code.
Select the Income Category.
Income types must be grouped together into Categories for totaling and, if applicable, costing and leave accrual purposes. You can use one of the standard income categories, as well as define your own. Choose Setups, Payroll, Options, Payroll Options, Other Options tab to define these income categories. (Use the Income Category 1 or Income Category 2 field).
i.e.: you would allocate all overtime income types to the overtime category, and you would allocate all Annual leave to the annual leave category. The hours entered against the leave category in the income type selection (e.g. Annual leave) will affect the leave accrual details of the employee.
Select the Time Entry Method. This is the data entry method that operators use with the income type. The options are:
H = hours (most commonly used).
T = Time Started: Stopped.
S = Shift Work.
📌Note: if you select S = Shift Work, the Shift Start, Shift Stop and Shift table fields will become available. See details for maintaining shift tables.
Enter the Rate Multiplier.
A factor by which Attaché Payroll multiplies an employee's rate of pay under specific circumstances.
i.e.: If you pay overtime rates of time-and-a-half and double-time, set up two income types:
One with a Rate Multiplier of 1.5.
The other with a Rate Multiplier of 2.
Enter any Additional Amount.
A separate hourly rate that Attaché Payroll adds to the employee's normal rate for each hour worked.
If you pay an extra $1.20 per hour to employees who work at a dangerous height, set up an income type with an Additional Amount of 1.2.
🤓 Tip: If you want Attaché Payroll to use only the Additional Amount as the hourly rate and to ignore each employee's hourly rate, set the Rate Multiplier to 0.
Select the Hourly Rounding Method.
Let's you specify whether Attaché Payroll rounds the number of hours before calculating income.
You can specify that hours are rounded down to the nearest 30 minutes.
Set the Income Type Code details checkboxes
📌Note: See definitions of these checkboxes in the Payroll Setups help and user guide, specifically the Income Type Maintenance, Field Descriptions section.
Select the Show hours on Pay advice checkbox as required.
Select the Show rate on Pay advice checkbox as required.
Select the Show YTD on Pay advice checkbox as required.
Set the Consolidate on Pay Advice checkbox.
Used to group income types on the pay advice.
To display each income type as a separate line set the check box to No.
Select the Allow Date Entry checkbox as required.
Let's operators enter the actual date on which an employee worked. During transaction entry, Attaché Payroll displays an additional date field.
The operator enters a separate line for each day to which the income type applies.
📌Note: If the operator does not enter a date, Attaché Payroll uses the Pay Period Ending Date.
If you want to keep track of sick leave taken, set the Allow Date Entry field to Yes when you set up income types for sick leave.
Select if you will be using this feature. This activates the Multiple GL Dissections tab.
Set Reduce Normal Hours or Reduce Hours with Leave as required.
Set the Include in OTE checkbox.
If you wish to include an income type as part of the employee's Ordinary Time Earnings for the calculation of other payments such as superannuation, select this checkbox.
If annual leave is deemed as part of Ordinary Time Earnings, the selection of this tick box will calculate superannuation on annual leave payouts.
Set the Include in SG Threshold checkbox.
Determines if this income is included in the calculation of the monthly super guaranteed threshold.
If annual leave payouts are to be included in the calculation of whether an employee has met the Superannuation Guarantee threshold, then select this check box.
For example, the employee has earned $200 in a month in normal hours, as well as $750 in annual leave payouts. If the check box is NOT selected on the leave income type, then the employee has not met the SG threshold, and no superannuation will be paid.
If the check box is selected on the leave income type, then the employee has met the SG threshold.
GL Expense Account tab
Page Down to the Expense Account tab.
In the General Ledger Posting Details task area, enter the Expense Account code to be used in the General Ledger journals.
📌Note: Paying income to an employee is an expense for the employer. Therefore, when processing such payments, a journal is created to the expense account.
Multiple GL Dissections tab
Refer to Multiple G/L Dissections.
Once completed, click Accept (F9) to save the changes.