Produce a benefit totals report and review before posting payroll. After posting payroll regenerate the reports and create AP entries.
Go to Advanced Payroll > Payroll Control Center
- Click Pay Cycles tab
- Click Benefits
- Select Pay Cycle Dates, Employee #'s and Plans if desired for research purposes.
- Click Generate to populate benefit totals on the screen.
- Click Print
- Select Plan for a single plan report or leave blank for all.
- Click Preview, Printer or PDF to print or save report.
LEOFF and PERS reports have three separate parts. Employee cost, employer cost and total. The second lists out reportable wages and reportable hours by employee. The third breaks down the reportable wages and hours by reportable month.
How do I add non-employee costs LEOFF1 retirees?
Go to Advanced Payroll >Payroll Setup
- Click Benefits & Deductions tab
- Click to Highlight the desired benefit
- Click Non Employee Costs
- Click Add New
- Enter Name, monthly Amount, and expense Distribution.
- Click Save
How do I review non-employee costs?
Go to Advanced Payroll > Payroll Control
- Click Pay Cycle tab
- Click Benefits
- Select Month and Year of Pay Cycle
- Click Non Emp Cost
- Click to Highlight desired Plan
- Click Edit
Non-employee costs will be added in their full amount each time the associated benefit report is ran. If benefits are paid semi-monthly, record the semi-monthly amount in non-employee costs. Otherwise, use monthly amount when benefits are paid monthly.
How do I produce benefit AP entries?
Go to Advanced Payroll > Payroll Control
- Click Pay Cycle tab
- Click Benefits
- Check Select for desired benefits to pay
- Click Create AP, benefits will disappear from the list when the AP is generated
- Log in to appropriate agency websites to report and initiate transactions.
- Go to Accounts Payable, pay the payroll items to the General Ledger. Make sure to Pay attention to EFT vs checks.