Pay Code

Overview

'Pay Code’ main navigation consists of a list of pay code records in the directory under various transaction categories and types. It allows users to add and edit multiple pay code details under specific categories and manage access to the pay code as required. There are three types of transaction categories for the pay code. They are:

• Adjustments
• Advance
• Earnings

1. Adjustments

It includes transactions types such as one-time deduction fees for check reissue, reimbursement fees, administrative fees, periderm, equipment fee, and so on.

2. Advance

It includes transactions types for advance payment. 

3. Earnings

It includes transactions types such as RT/ OT/DT, sick pay, PTO, holiday pay, covid pay, and so on. These pay codes are used in payroll and invoicing.

Users can enable or disable the ‘Active’ toggle button to view active or inactive pay codes as required. Users can also search for the pay codes from the search box or use the filter for the directory’s pay code records. By default, Active pay codes are displayed. 

Moreover, users can choose the category and type from the dropdown to view the deduction added under the selected options.

Favorite Action

There are three actions in the favorite icon of the pay code directory. They are:

•  Add
•  Edit
•  Refresh

Add

It allows users to set up the pay code with details including transaction, code, description, and also allows users to manage access to the pay code. Users must select the transaction type and category from the dropdown to add a pay code under a specific category and type as required. There are two steps to add a deduction. They are:

• Pay Code
• Access

1. Pay Code

Users need to enter pay code details including transaction type, transaction code, description, and GL code.

2. Access

In this step, users can manage access to the pay code. Only companies and offices having access to the pay code will be able to add the pay code for payroll and invoicing.

Edit

It allows users to edit the pay code details as required.

Refresh

It allows users to refresh the pay code details if any changes are not reflected.

The pay code added from ATM under the related category and type will be displayed as an option while adding the pay codes in the Time Management System (TMS) application. 

These pay codes added for employees and customers are reflected in payroll and invoices.

Payroll Batch

Invoice Batch Report After Posting Invoice Batch

This report shows a summary of invoices created in the batch. This report is generated when an invoice batch is posted.

There are two actions under the vertical ellipsis button of the pay code directory. They are:

•  Access
• Inactive

1. Access

Access allows users to control the access of the pay code in the same way as adding or editing a pay code. 

2. Inactive

Users can disable a pay code and change its status to ‘Inactive’ from this action. When users disable a pay code, it will not be displayed as an option while adding a pay code in the TMS application.