Payment Details Page

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

The Payment Details page is accessible from the Pay Run Details page. Click on the desired employee in the Quick Review section to open the associated Payment Details page.

Clicking on the employee’s name opens the employee’s record instead of the Payment Details page.

	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	Pay Run Date	Date of the pay run.
4	Final Pay Chip	Displays next to the employee name when the payment is marked as final pay. This chip only appears when final pay flagging is enabled for the organization.
5	Payment Status	Status of the payment based on the status of the associated pay run: Ready to Calculate - Payment is pending calculation. Needs Attention - Payment was calculated and an error was encountered. Pending Approval - Payment is calculated and is ready to be paid. Paid - Payment is complete. Hovering over the icon next to the 'Needs Attention' status will display the error with the payment.
6	Menu Button	Click to Mark as final pay (if not currently), Remove final pay (if currently final pay), or Delete. Marks the payment as final pay, or removes an existing final pay designation, depending on its current status. This button is available only when final pay flagging is enabled for the organization. It also requires the Edit Payments permission to appear. Once marked, the Final Pay Chip (see row 11) appears next to the employee's name. The employee separation wizard can set the payment's final pay status automatically as part of processing a termination. When it does, the system disables this button and shows an explanatory tooltip instead of letting a person set the status manually. If the employee's separation is not yet complete, selecting this button prompts a response based on the user's permissions. The user sees either a confirmation to start employee separation or a message that separation access must be granted. See Employee Separations for details on the separation process.
7	Recalculate	Calculates taxes and deductions for the payment and refreshes the page. This option is only available for unfinalized payments.
8	Save Changes Button	Click to save added and edited earnings or deductions. Saving recalculates deductions, taxes, and MTD/YTD totals for the payment. This button is disabled when no edits have been made.
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 icon in the column header will expand or collapse all groups.

Clicking the 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 pulling hourly earnings or by importing earnings.

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.

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. The Carryover column will remain blank for taxes, as taxes are not carried over to be collected in future payments. Taxes that could not be withheld will appear in the Uncollected Remaining column within the taxes section of the paystub.
MTD	Total amount of the employee's contribution for the deduction collected month-to-date, based on the payment's pay date rather than its pay period end date.
YTD	Total amount of the employee's contribution for the deduction collected year-to-date, based on the payment's pay date rather than its pay period end date.
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 month-to-date, based on the payment's pay date rather than pay period end date.
YTD	Total amount of the employer's contribution for the deduction collected year-to-date, based on the payment's pay date rather than pay period end date.
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.

Note about MTD and YTD Totals
Deduction totals for the month, quarter, and year reflect the payment's pay date, not the pay period's end date. If a pay period ends in one month but the payment is issued in the following month, the deduction total appears in the pay date's month, quarter, or year rather than the pay period's end date.

Previously issued 2026 payments may show different month-to-date, quarter-to-date, or year-to-date deduction totals than before, including for garnishments. A 2026 payment is recalculated once if its pay date falls in a different month, quarter, or year than its pay period; other 2026 payments are unaffected.

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 and employer contributions.

Column	Description
Type	Type of tax.
Employee Contribution Amount	The amount of tax calculated for the employee contribution, based on the earnings included in the payment.
Employee Contribution Collected	Amount of the tax collected from the payment for the employee contribution. This column is only displayed when Net Pay Shortfalls is enabled.
Employee Contribution Carryover	The amount of tax for the employee contribution that was not collected due to a net pay shortfall. This uncollected amount is recorded on paystubs under Uncollected Taxes and Carryover Balances for reporting purposes. This column is only displayed when Net Pay Shortfalls is enabled.
Employee Contribution MTD	The total amount of the employee’s contribution for the tax collected during the month of the payment, up to the date of the payment.
Employee Contribution YTD	The total amount of the employee’s contribution for the tax collected during the year of the payment, up to the date of the payment.
Employer Contribution Amount	The dollar amount contributed by the employer for the selected payment.
Employer Contribution MTD	Total amount of employer contributions made during the month of the payment, up to the date of the payment.
Employer Contribution YTD	Total amount of employer contributions made during the year of the payment, up to the date of the payment.

Each tax type includes an info icon. Clicking the info button opens a side panel titled Why is this my tax amount? with a brief explanation of how the amount was calculated, including the wages used and the applicable rate or withholding elections. For Federal Income Tax, when the payment includes wages taxed under the company's default supplemental tax method, the explanation also notes the supplemental tax rate applied and links to more information about how supplemental wages are taxed.

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.