Employee Payroll Classes: Implementation Activity

In the following implementation activity, you will learn how to create an employee payroll class.

Story

Suppose that the SweetLife company employs the following types of employees: salaried, who are paid once a month, and hourly, who are paid on a weekly basis and whose overtime is calculated additionally. Each of these types has specific characteristics that should be reflected in the settings of the employees and, eventually, in their paychecks. Acting as a system administrator, you need to create and set up the needed employee payroll classes.

Configuration Overview

In the U100 Payroll dataset, for the purposes of this activity, on the Work Calendar (CS209000) form, the MAIN work calendar has been defined. This calendar is used for standard working hours.

Process Overview

You create and set up employee payroll classes by using the Employee Payroll Class (PR202000) form.

System Preparation

Before you start creating deduction and benefit codes, you should launch the MYOB Advanced website and sign in as a system administrator by using the following credentials:

  • Username: gibbs
  • Password: 123

As a prerequisite activity, in the company to which you are signed in, be sure you have completed the Government Reporting: Implementation Activity.

As a prerequisite activity, in the company to which you are signed in, be sure you have performed the activities in the preceding lessons of this part of the course.

Step 1: Creating a Payroll Class for Hourly Employees

To create an employee payroll class for hourly employees, do the following:

  1. Open the Employee Payroll Class (PR202000) form.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area of the form, specify the following information:
    • Payroll Class ID: HOURLY
    • Description: Employees paid on a weekly basis
  4. On the Payroll tab, specify the following settings:
    • Employee Type: Hourly
    • Pay Group: WEEKLY
    • Default Calendar: MAIN
    • Net Pay Minimum: 500.00
    • Location (in the Work Locations table): HEADOFFICE

    For the rest of the settings on this tab, leave the default values.

  5. On the Paid Time Off tab, do the following:
    1. Click Add Row on the table toolbar.
    2. In the PTO Bank column, select VLC.
    3. In the Effective Date column, specify 1/1/2021.
  6. On the form toolbar, click Save.

Step 2: Creating a Payroll Class for Salaried Employees

To create an employee payroll class for salaried employees, do the following:

  1. Open the Employee Payroll Class (PR202000) form.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area of the form, specify the following information:
    • Payroll Class ID: SALARIED
    • Description: Salaried employees
  4. On the Payroll tab, specify the following settings:
    • Employee Type: Salaried Non-Exempt
    • Pay Group: MONTHLY
    • Default Calendar: MAIN
    • Net Pay Minimum: 1200.00
    • Default WCC Code: 8810
    • Location (in the Work Locations table): HEADOFFICE

    For the rest of the settings on this tab, leave the default values.

  5. On the Paid Time Off tab, do the following:
    1. Click Add Row on the table toolbar.
    2. In the PTO Bank column, select VLC.
    3. For the VLC PTO bank, in the Effective Date column, specify 1/1/2021.
    4. Click Add Row on the table toolbar.
    5. In the PTO Bank column, select PTO.
    6. For the PTO PTO bank, in the Effective Date column, specify 1/1/2021.
  6. On the form toolbar, click Save.