Payment Details Page

29 Oct 2024
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Payment Details Page

Updated on 29 Oct 2024
6 Minutes to read

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This article reviews the Payment Details page within Workforce. Here, users can view and edit details for a single payment within a pay run.

Navigation

The Payment Details page is accessible from the Pay Run Details page. Click on the desired payment to open the associated Payment Details page.

Header

	Field/Button	Description
1	Pay Run Details Button	Click to return to the associated Pay Run Details page.
2	Employee Name	Name of the employee who is the recipient of the payment. Click to open the employee's Employee Record.
3	Delete Button	Deletes the employee from the pay run. Deleting the employee will remove the employee and all associated earnings and deductions from the pay run. This action is irreversible. This button is only displayed for payments in pay runs that have an 'In Progress' or 'Needs Attention' status.
4	Save Changes Button	Click to save added and edited earnings or deductions. This button is disabled when no edits have been made.
5	Pay Run Status	Current status of the pay run associated with the payment: Ready to Calculate - Payment is pending calculation. Needs Attention - Payment was calculated and an error was encountered. Hovering over the flag next to the 'Needs Attention' status will display the error with the payment. The Pay Run Details article contains a list of all possible payment errors. Pending Approval - Payment is calculated and is ready to be paid. Paid - Payment is complete.
6	Pay Run Date	Date of the pay run.
7	Pay By Check Button	Click to convert the distribution type of the payment to 'Check'. This action will only be applied to the displayed payment, and will not change the employee's payment method selection. Learn more about converting a payment to 'pay by check' here. This button is only displayed when the pay run's status is 'Pending Approval'.
8	Pay Period Date	End date for the pay period associated with the payment, followed by the payment type.
9	Payment Summary	Displays the totals for each detail section.

Gross Earnings Section

The Gross Earnings section includes all earnings for the payment, including hourly, salary, PTO, and bonuses.

Earning Groups

Earning entries are grouped and totaled when they share all of the following:

Type
Location
Job
Rate

The top level of the earning group is not editable, and represents the line item that will appear on paystubs. Editing any earnings in the earning group will update the total.

Clicking the 'Chevron'icon in the column header will expand or collapse all groups. Clicking the 'Chevron'icon for a single earning group will expand or collapse that group.

Gross Earnings Columns

Column	Description
Type	Earning type associated with the earning.
Location	Location associated with the earning.
Job	Job associated with the earning.
Rate	Rate associated with the earning.
Hours	Hours associated with the earning. Hours are reported as a decimal. Example: 4 hours and 15 minutes appears as 4.25.
Amount	Amount of the earning.
Collected	In the Gross Earnings section, this column is intentionally left blank. The Collected column is only used for carryover reporting in the Deductions section.
Carryover Balance	In the Gross Earnings section, this column is intentionally left blank. The Carryover Balance column is only used for carryover reporting in the Deductions section.
MTD	Month-to-date amount of the earning.
YTD	Year-to-date amount of the earning.

Adding and Editing Earnings

The earnings within a single payment can be edited when the payment has at least one earning. Learn more about adding and editing earnings here.

If the payment associated with an employee has no earnings, earnings can be added by pushing hourly earnings from Smart Ops or by importing payments.

If a payment contains only earnings populated through one-time payments that are set to be paid 'As Soon As Possible', additional earnings cannot be added on the Payment Details page. Additional earnings must be added by editing the one-time payment instead.

Earnings can be added by clicking '+ Add Earnings' at the top of the Gross Earnings table.

Earnings can be edited by expanding the associated earning group, then editing the desired field. Editable fields are indicated with an outline.

Learn more about adding and editing earnings here.

Deductions Section

The Deductions section contains information for deductions and taxes.

Deductions Subsections

Pre-Tax Deductions- The Pre-Tax Deductions subsection includes all deductions applied before taxes are calculated. The employee's configured pre-tax deductions can be viewed on the Payroll tab of their employee record.

Deferred Compensation - The Deferred Compensation subsection will include any deferred compensation deductions.

Total Taxes - The Total Taxes subsection includes all taxes withheld from the payment. The employee's configured tax withholdings can be viewed on the Taxes tab of their employee record.

Post-Tax Deductions - The Post-Tax Deductions subsection includes all deductions applied after taxes are calculated. The employee's configured post-tax deductions can be viewed on the Payroll tab of their employee record.

Pre-Tax Deductions, Deferred Compensation, and Post-Tax Deductions Subsections

The Pre-Tax Deductions, Deferred Compensation, and Post-Tax Deductions subsections show deduction details for both employee (EE) and employer (ER) contributions.

Column	Description
Type	Type of the deduction.
Employee Contribution
Amount	Amount of the employee’s contribution for the deduction. Deduction amounts can be adjusted by changing the amount shown. Learn more about adding and editing deductions here.
Collected	Amount of the employee’s contribution for the deduction collected from the payment. This column is only displayed when Net Pay Shortfalls is enabled.
Carryover	Remaining amount of the employee’s contribution for the deduction to be collected in future payments. This column is only displayed when Net Pay Shortfalls is enabled.
MTD	Total amount of the employee’s contribution for the deduction collected for the month of the payment up to the date of the payment.
YTD	Total amount of the employee’s contribution for the deduction collected for the year of the payment up to the date of the payment.
Employer Contribution
Amount	Amount of the employer’s contribution for the deduction. Deduction amounts can be adjusted by changing the amount shown. Learn more about adding and editing deductions here.
MTD	Total amount of the employer’s contribution for the deduction collected for the month of the payment up to the date of the payment.
YTD	Total amount of the employer’s contribution for the deduction collected for the year of the payment up to the date of the payment.
Trashcan Button	Click to delete the associated deduction. Learn more about adding and editing deductions here. The trashcan icon is only displayed for manually added deductions.

Total Taxes Subsection

The Total Taxes subsection is after the Pre-Tax Deductions subsection and before the Post-Tax Deductions subsection. The Total Taxes subsection contains information for withheld taxes.

Column	Description
Type	Type of the tax.
Amount	Amount of the tax calculated based on earnings in the payment.
Collected	Amount of the tax collected from the payment. This column is only displayed when Net Pay Shortfalls is enabled.
Carryover	Remaining amount of the tax to be collected in future payments. This column is only displayed when Net Pay Shortfalls is enabled.
MTD	Total amount of the tax collected for the month of the payment up to the date of the payment.
YTD	Total amount of the tax collected for the year of the payment up to the date of the payment.

Adding and Editing Deductions

The existing deductions within a single payment can be edited by adjusting the deduction amount in the deduction tables. Learn more about adding and editing deductions here.

Variable type deductions can be added by clicking '+ Add Deductions' at the top of the Deductions section.

Net Earnings & Deposits Section

The Net Earnings & Deposits section displays the payment accounts for the employee and the amount of the payment that will be deposited into each one.

Direct deposits and pay cards will be indicated with the 'Type' of 'Checking' or 'Savings'. Printed paychecks will be indicated with the 'Type' of 'Check'.

Column	Description
Nickname	User-entered name for a direct deposit account.
Financial Institution	Name of the financial institution for a direct deposit account.
Type	Type of the account. 'Checking' or 'Savings' for direct deposit, 'Check' for a paper paycheck.
Number	Account number for a direct deposit account.
Amount	Total payment amount to be deposited in the associated account.
Collected	In the Net Earnings & Deposits section, this column is intentionally left blank. The Collected column is only used for carryover reporting in the Deductions section.
Carryover Balance	In the Net Earnings & Deposits section, this column is intentionally left blank. The Carryover Balance column is only used for carryover reporting in the Deductions section.
Month-to-date	Amount deposited to the associated account month-to-date.
Year-to-date	Amount deposited to the associated account year-to-date.