Payroll Tab

The Payroll tab contains payroll-related information and configurations. This tab is only displayed after the employee has been onboarded to payroll.

Here, users can edit the employee's direct deposit information and deductions. Employees are able to view and edit their direct deposit information through the 'My Pay' section of the R365 Mobile App.

This tab is only displayed if Workforce Payroll is enabled and the employee has already been onboarded to payroll.

Pay History

The Pay History section displays summary information for historical paystubs and the employee's 'Paperless Tax Statements' selection. Paystubs and W2s can be downloaded in this section.

	Field	Description
1	Paperless Tax Statements	Indicates whether or not the employee has selected to receive paperless tax statements. Learn more about paperless tax statements here.
2	Recent Paystub	Lists the employee's historical paystubs with the following information: Date - Pay date for the paystub. Company - Payroll company associated with the paystub. Net Earnings - Net earnings paid for that paystub only. YTD Net Earnings - Total net earnings paid in the year up to the date of the paystub. Click to download a printable copy of the paystub.
3	Show/Hide	Click to show or hide paystub earnings.
4	W2	Link to download the employee's W2 for a single year. All W2s for completed years since the employee's hire date will be listed. Learn more about W2s here.

Legal Work Location

	Field	Description
1	Payroll Company	Payroll company that the employee has been onboarded to.
2	Legal Work Location	Location used to determine the employee's tax forms for the payroll company. Any location associated with the payroll company or the employee's home address can be selected.
3	Address	Address of the selected location. This address is used to determine the employee's tax forms for the payroll company.
4	Update	Saves changes to the legal work location selections. This button is disabled if no changes have been made.

Payment Method

The 'Payment method' section contains the setting for how the employee has chosen to be paid; either by direct deposit or check. If direct deposit is chosen, the direct deposit account information can be viewed and edited here. The user can switch from direct deposit to check and check to direct deposit.

Direct Deposit

	Field	Description
1	View Icon	Displays or hides full direct deposit account numbers. The icon will not display when the payment method is “Check.”
2	Edit Pencil	Opens the Direct Deposit Accounts page to view and/or edit the direct deposit account information.
3	Payment Method	The employee’s selected payment preference: Direct Deposit - The employee will be paid via direct deposit. Check - The employee will be paid via printed check. Learn more about paycheck runs.
4	Direct deposit accounts	List of currently-configured direct deposit accounts for the employee. The funds will be distributed in their sequential order.

Columns

Column	Description
Sequence	Numerical indicators that determine the order the funds will be distributed.
Nickname	User-entered account name.
Bank Name	Name of the financial institution for the account.
Type	Listed as either ‘Checking’ or ‘Savings.’
Account Number	The last four digits of the account number. For security purposes, the full account number is not displayed after being entered.
Distribution	The amount of pay distributed to the account. Percent (%) - The percentage of pay distributed to its’ respective account. Dollar ($) - The fixed dollar amount of pay distributed to its’ respective account. Remaining - All remaining funds after distribution to other accounts, if applicable.

Direct Deposit Distribution Order

Direct deposit distribution order includes sequencing steps that determine the order funds will be distributed. To reorder the sequencing, the user can remove and re-add the account in a different order.

*Example:*
In this example, funds are distributed in sequential order. 10% of total pay will be distributed to the account in Sequence 1, ‘Savings.’ $100 of remaining pay will be distributed to the account in Sequence 2, ‘My Checking.’ All remaining pay is then distributed to the account in the last sequencing spot, ‘My Primary Checking.’

Example:

In this example, funds are distributed in sequential order.

10% of total pay will be distributed to the account in Sequence 1, ‘Savings.’
$100 of remaining pay will be distributed to the account in Sequence 2, ‘My Checking.’
All remaining pay is then distributed to the account in the last sequencing spot, ‘My Primary Checking.’

Benefits & Deductions

The benefits and deductions section displays employee deduction and garnishment withholdings.

Locations associated with the employee can be viewed on the Integrations tab.

To view and/or edit deduction details, hover over and click into the row of the deduction type.

	Button/Field	Description
1	Search	Filters the grid for the provided text.
2	Filter	Opens the filter columns window where users can create and apply filters to the table.
3	Columns	Opens the column menu, where users can select to show, hide, or rearrange columns.
4	Excel Icon	Exports the deduction grid to a downloadable csv format on Microsoft Excel.
5	Refresh	Refreshes the grid to update and display the current information.
6	+Add Deduction	Opens the wizard to add a new employee deduction.
7	Deduction Row	Opens the deduction’s details page.

Columns

Column	Description
Deduction type	Type of deduction such as medical insurance, 401K, etc.
Tax type	The taxation method of the deduction. Options include: Pre-tax Post-tax
Deduction status	Status of the deduction: Active Completed Future
Payroll company	The legal entity tied to the deduction.
Frequency	The dollar limit frequency applies to specific deductions, such as 401(k) contributions.
Start date	The date when the deduction becomes active.
End date	The date when the deduction becomes inactive. Deductions are not applied to payments that “start” after this date. If the date range of the payment starts before the end date, and ends after the date, the deduction would still be included.
EE deduction	The amount deducted from the employee’s paycheck.
ER contribution	The amount contributed from the employer.