Split auto salaried pay between multiple jobs or cost codes

Steps to use Enter Checks or Enter Time in Sage 300 CRE Payroll to split auto salary between multiple jobs or cost codes.

Verify your Prorate auto pays settings

1. Go to Payroll, File, Company Settings, PR Settings.
2. Verify that the Prorate Auto Pays by had the correct boxes selected. For example, the Job/Equipment Info box.
3. Click OK.

Verify the following settings

1. Go to Setup, Pay Groups.
2. Select the Auto Salary box for pay groups with automatic pays, such as salary pays.
3. Go to Setup, Pays.
4. Verify that the Salary Pay Id has the Salary box selected.
5. Go to Setup, Employees.
6. Select the employee then click the Pays button.
7. Select the Auto box for the salary pay ID and enter an amount.
8. Click Accept table then Save and Close.

Enter Time or Enter Checks

1. From the Tasks menu, select Enter Checks or Enter Time.
2. Click List, select a time entry view that allows you to enter job information, and then click OK.
3. Enter the Employee ID, Period end date, and press the TAB key twice.
4. Enter the Job ID and other earnings information on each time entry you’re entering for this employee.
5. Enter the Units (hours) as the actual number of units the employee worked for each job and cost code.
   Note: If Units appears before Pay ID, you may need to change the entry order in Tools, Customize Time Entry.
6. Delete the salary pay amount that prefills in the Amount column and click Accept line. 
7. Repeat Steps 4 - 6 until you've entered all time to the correct jobs.
8. Verify that the total number of units entered is correct.
9. Process the check. The salary automatically prorates across all the lines of time according to the number of units on each line. See detailed steps for processing payroll.
10. Click Check Info, verify the check amounts are correct, and then click OK.
11. Click Accept Check.

Notes

Processing Order

Other pay types don't prorate over job time entries the same for salaried employees as they do for non-salary. If you need to have the Other auto pays post to Job Cost, use Enter Checks or Change Unposted Time to enter the job information.

Test the Sequence of processing pays in Employee Setup, Pays to prorate Other pays to jobs.

Example: You need to prorate a cell phone pay to jobs, but not an automobile. Processing the regular/salary pays and the cell phone pays first in the Sequence of processing may work for prorating to jobs. See more information about processing orders.

Schedule

Enter time to one week each month or exclude the salaried employee from certified reports if:

• The salaried employee works on a schedule other than weekly or biweekly
• The jobs are certified

Set the exclusion by checking the box Exclude from certified report on the Employee, Setup, Misc Info tab. Verify that you checked the Auto box in Setup, Employee, Pays for the salary pay.

Split/Prorate

If a salaried person works all their time on the same Job and Cost Code, you can prefill this information on time entries. Set the default job and cost code in Setup, Employees, Entry Info, Job and JC Cost Code.

If a salaried person works 40 hours in a workweek, split between job and non-job hours, the time entry lines should total 40 hours.

To split salary wages across multiple Jobs, Cost codes, or Departments, enter hours for each line of time and remove the prefilled salary amount. When you process the check, their salary amount prorates across each line of time. The employee will be overpaid on this check if you fail to remove the salary amount.

Example: If the salaried person works 8 hours on a job and 32 hours on non-job related work, enter two lines in Enter Time. The first line with job information and 8 units with no amount. The second line with no job information and 32 units with no amount. When you click Process, the salaried amount will prorate across all the lines entered for a total of 40 hours.