Entering Salaried Employee Information

Jump to: Set Up Salary Pay | Set Up Benefit Pay for Salaried Workers

Enter a new worker record if the salaried employee does not have one yet. Go to Labor > New Worker from the main EBMS menu, click the plus sign (+) next to Labor > Workers, or click into Labor > Workers and click the New button.

Create a new salaried employee record in the same way other worker records are created. Review the Entering New Workers section for detailed instructions on how to create a new employee record.

Set Up Salary Pay in a Worker Record

Complete the following steps to set up salaried worker pay information:

1. From Labor > Workers, find and double-click on the new worker ID to open the worker record. Go to the Pay tab and the following window will appear:

   

2. Select the Salary pay type in the upper left-hand corner of the Pay tab.

3. Enter the employee’s salary wage within the Salary Pay field. This salary field amount should equal the salary for each pay period as set in the Pay Frequency field. For example, if the Pay Frequency is set to Weekly, the Salary Pay amount should equal the employee’s weekly salary wage.

4. If the employee is paid overtime pay, over and above the annual salary, then enter the base hourly rate within the Hourly Pay field. Do not enter the overtime rate (time and a half) but enter the base hourly rate. This field can be ignored or blanked if the salaried employee is never paid any additional hourly pay such as overtime or benefit time.

5. The Previous Pay settings are optional values that can be used to record pay raises in the future. They can be left blank until applicable.

6. Pay Frequency should be set to the length of the normal payroll period, such as Weekly or Bi-Weekly or Monthly.

7. Verify that the pay Method matches the payment method for this employee. Review the following documentation for more details on this important setting:

   1. Check: Configuring Payroll Forms

   2. Direct Deposit: Worker Configuration for Direct Deposit

   3. Payroll Service: 3rd Party Payroll Service

8. The Is subject to minimum wage option should be enabled under normal circumstances. This option is important if piecework payroll is being utilized.

9. Remove the Regular pay type as well as any other pay types that should never be used for a salaried employee.

10. Insert a new salary pay type for this employee by clicking on the New Rate button and selecting and configuring the Salary Pay Type. If no salary pay type is available, take the following steps:

    1. Go to the Labor > Labor Options > Pay Types tab.

       

    2. If a salary pay type does not appear in the list, click on the New button.

       

    3. Enter a Description for the salary type, such as Salary. The description can be different from the Type name if it is helpful to differentiate, but it is best practice to keep the description names as simple as possible.

    4. Set the Base as Hour.

    5. Set Type as Salary.

    6. Click OK to create new pay type.

Review the Pay Types section for more details in creating Pay Types.

Benefit Pay for Salaried Workers

Benefit pay can be calculated in a couple of different ways for salaried employees:

• If the benefit pay is over and above the Salary pay amount, the benefit pay type should be set up using the standard holiday and/or vacation pay types explained within the Benefit Pay section of this manual.

• The benefit pay is included in the employee’s total salary, but the number of hours of benefit hours received must be recorded through the payroll system. Proceed with the following steps to implement this method:

1. Go to Labor > Labor Options > Pay Types tab to list all available pay types.

2. Click on the New button to create an additional Pay Type.

3. Enter a salary holiday pay Description such as SALARY-HOL for holiday pay for salaried employees, since the pay type HOLIDAY is used for additional holiday pay.

4. Enter a Base type as Hour.

5. Select Benefit Salary for the Type field.
   Note that the Type option list includes a Benefit type and a Benefit Salary type. To enter benefit pay types for a salaried employee without changing his or her salary pay, use the Benefit Salary type rather than the Benefit type. Go to the Benefit Pay section for details in creating benefit pay, such as holiday pay or vacation pay for hourly employees.

6. The benefit salary pay types must be added to the salaried employee’s Pay Rates list on the worker record Pay tab before they can be used within a timecard. Review the Benefit Pay section for details on adding benefit pay to an employee.

NOTE: When these Benefit Salary pay types are used within the timecard, the pay is calculated for the benefit detail lines in the same way as the standard salary pay.