How to add new Employee Accumulators
Description of Issue
How can I add a monthly accumulator and have it update the quarterly and yearly?
Context
- Munis
- Employee Accumulators
Cause
State is paying for an employee's military leave but the pays/deductions need to be recorded for W-2 and Quarterly Reports.
Resolution
- Go to Employee Accumulators. (Payroll>Payroll Administration>Employee Accumulators)
- Click Add. Define Employee, Year, Accumulator Type, Pay/Deduction, Frequency (M for Monthly) and applicable Cycle. Click Accept. (00. amounts will populate)
- Do this for each Frequency and Cycle. For example, the Accumulator for M-Monthly, Cycle 1 (January) will need to be added with 0.00, then Q-Quarterly cycle 1 with 0.00, then Y-Yearly with 0.00, etc.Â
- Click Update on the Monthly record. Define applicable amounts. Click Accept.
- Automatic Update prompt will display asking, Do you want to update affected accumulators (Quarterly, Yearly, Fiscal) for this pay/Deduction? Click Yes.Â
Additional Information
If an accumulator record is added, the prompt to update quarterly, yearly, etc accumulators will not display. This prompt only appears when updating a monthly accumulator.
- Click Update. Change to all .00. Click Accept.
- Click Update. Define amount. Click Accept. Prompt should then display.Â