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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
  1. Go to Employee Accumulators. (Payroll>Payroll Administration>Employee Accumulators)
  2. Click Add. Define Employee, Year, Accumulator Type, Pay/Deduction, Frequency and Cycle. Click Accept. (00. amounts will populate)
  3. Click Update. Define applicable amounts. Click Accept.
  4. Automatic Update prompt will display asking, Do you want to update affected accumulators (Quarterly, Yearly Fiscal) for this pay/Deduction? Click Yes
Additional Information

If an accumulator record is added with an amount instead of zeros, the prompt to update quarterly, yearly, etc accumulators will not display.

  1. Click Update. Change to all .00. Click Accept.
  2. Click Update. Define amount. Click Accept. Prompt should then display. 





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