Retirement Pay Codes
Use the Pay Codes page to add, edit, and delete pay codes for the Ohio eSERS and STRS retirement reporting systems. You must set up separate sets of pay codes for each retirement system. Refer to Pay Code Table for more information.
On the start page, choose Human Resources, then Reference Tables.
Choose Pay Codes.
Filter records using the search criteria.
To add a record, click Add new. Refer to Field Descriptions and enter valid information in the required fields. Click Accept.
To edit a record, double-click the record. Update the record and click Accept.
To delete a record, select the record, and click Delete. Click Yes.
Field Descriptions
General Tab
Field | Description | ||||||||
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Pay Code | The code identifying the Pay Code record and its pay category, such as regular salary, overtime, or bonus. The code may include any combination from 001 through 999. Character/3 We recommend you use all three digits to structure your codes to enable the system to sort Pay Code records properly. For example, enter 001 as the code for the first record and not simply 1. Pay codes for leave without pay (LWOP) must begin with 09. The codes 090 through 098 are reserved for user-defined LWOP codes. Code 099 is reserved for system-generated LWOP. For example, excess leave usage automatically charges the leave to pay code 099. Even though the code is reserved, you must add pay code 099 to define its parameters. Refer to Leave Table for more information. | ||||||||
Title | A detailed description of the Pay Code record that appears on reports and data entry pages. For example, Regular Pay or Contract Pay. Character/25 | ||||||||
Check Title | The title to print on paycheck stubs. For example, you could use Reg, Pay, or Contractpay as the check title. Character/10 | ||||||||
Pay Type | The code identifying how pay is issued for this pay code, whether based on a per-unit rate or a flat amount. This setting must be compatible with the Pay Method in the job classes you intend to associate with this Pay Code record. The following listing shows the Pay Methods that are compatible with the various Pay Types:
A pay code needs to have a pay type of D - Daily or H - Hourly to be used in an amount-based retroactive time load. Use pay codes with any Pay Type setting for a percentage-based retroactive time load. Valid values:
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Rate | Per-unit pay amount or percentage for determining an employee’s gross pay when this pay code is used in payroll processing. The type of data you enter depends on the pay code’s Pay Type setting. Percentages should be entered in decimal format, while amounts are entered as dollars and cents. Decimal/10,4 Follow these guidelines for the Rate field:
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Account | Expenditure account used by the system for distributing salary charges posted to the Fund Accounting system. When the salary is distributed, the account listed on the Pay Code table overrides the Account code from the default distribution on the employee’s Pay Rate Information page. Leave this field blank if you want to use the account distribution from the employee’s Pay Rate record associated with this pay code. | ||||||||
OH Retirement System | The retirement system for service credit days worked. Select:
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SERS Earning Code | Code for SERS earning. This is only available for the SERS retirement system. Select:
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Exclude from Quarterly Wage | Select this option to exclude the pay code from Quarterly Wage report calculations. |
Taxes Tab
Use the Taxes tab to determine the taxes the pay code is subject to.
Subject to FICA/Medicare Section
Field | Description |
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FICA/Medicare | Setting determining if the employee's pay is subject to FICA (Social Security), Medicare, or both taxes. In cases where employees hold similar positions but have different FICA/Medicare tax liabilities, you must define separate pay codes to reflect the individual tax circumstances. Select:
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Exempt from Taxes Section
Field | Description |
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Federal Tax | Indicates whether the pay code is exempt from federal taxes. This setting affects payroll calculations and is reflected in year-end W-2 reporting. Select this option if the pay code is exempt. Entries in an employee's Pay Rate record override this setting. You can apply the pay code, and federal tax exemption setting to a group of employees and make exceptions for individuals if necessary. |
State Tax | Indicates whether the pay code is exempt from state tax assessment. Select this option if the pay code is exempt. This setting affects payroll calculations. Entries in an employee's Pay Rate record override this setting. You can apply the pay code and state tax exemption setting to a group of employees and make exceptions for individuals if necessary. |
Local Tax | Indicates whether the pay code is exempt from local tax assessment. Select this option if the pay code is exempt. This setting affects payroll calculations. Entries in an employee's Pay Rate record override this setting. You can apply the pay code, and local tax exemption setting to a group of employees and make exceptions for individuals if necessary. |
Deductions Tab
Use the Deductions tab to enter all deduction codes the system must not assess against gross wages determined by this pay code.
Field | Description |
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Exempt Deductions | Eighteen fields for entering deduction codes to be excluded in calculating deductions from the gross wages determined by this pay code. For example, if only base wages are used to calculate pension benefits, you should enter the deduction code for pension benefits for all pay codes not associated with employees' base wages. Only deductions that use percentage rate deduction methods can be exempted since an employee's base wages do not determine amount-based rates. Therefore, you should only select deductions with one of the following Deduction Method field settings:
The system does not check if the deductions are based on percentages. However, entering an amount deduction or a deduction fully paid by the employer does not affect the records. If you need to exempt more than eighteen deductions for a pay code, click Additional Exemptions and enter the exemptions on the Additional Exemptions page. |
Payroll Tab
The Payroll tab includes fields related to leave accrual and charging, payroll timecards and Time Entry, and other payroll and personnel settings, such as calculating FLSA overtime and encumbering salary amounts.
Leave Time Factors Section
Field | Description |
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Leave to Add Time to | Leave code used to track earned leave. If the pay code is entered on an employee's timecard, the leave bank is automatically updated with the time earned upon payroll calculation. For example, when tracking compensatory time earned. The first digit in the three-digit code identifies the leave bank. The system uses this digit to cross-reference with the specific code on an employee's Leave Bank tab. |
Add Factor | Factor from 0.00 to 9.99 for calculating leave time earned based on timecard hours (Timecard Hours x Add Factor = Compensatory Leave Time). To enter a factor, you must enter a code in the Leave to Add Time to field. Examples: If an employee receives a one-half hour of compensatory leave for each timecard hour, enter 0.5 in the Add Factor field. If leave is accrued on a time-and-a-half basis per timecard hour, enter 1.5. |
Leave to Subtract Time from | Code to use in timecard or attendance entry to identify the leave bank for subtracting leave time. The code's first digit identifies the bank. You cannot use this field if a code is entered in the Leave to Add Time to field. If needed, you should set up separate codes for adding and subtracting time from a leave bank. |
Notify for Extended Leave | Option for the Consecutive Leave Notification. The selected pay code is included if this option is selected and the Consecutive Leave for Employee notification is turned on. |
Other Payroll Factors Section
Field | Description | ||||||||||
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Pay Time Type | Selection defining how the pay code is used for entry and processing of an employee’s time worked. You can designate the pay code as regular, overtime, leave without pay, extended leave, compensatory, allowance, or non-cash. Select:
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Special Pay Frequency | User-defined code categorizing how often a special pay is to be paid, for example, M for monthly or A for annually. These codes are entered in the third Payroll Setup window to identify the special pays to include in payroll processing. Character/1 This field only applies for pay codes with a pay type of Special Amount. Otherwise, leave the field blank. | ||||||||||
Subject to Worker’s Comp | Indicates whether earnings under this pay code are subject to Workers’ Compensation premium calculations. Select this option if Workers’ Compensation applies. Refer to Workers’ Compensation Table for more information. | ||||||||||
Encumber Salaries | Determines if the gross earnings under this pay code are to be encumbered in the Fund Accounting system. Select this option to encumber the earnings. The account used for the encumbrance is identified in the employee’s Pay Rate record. Encumbrances are recalculated by running the Payroll Encumbrance option during payroll processing. | ||||||||||
Track Position Salaries | Determines if the gross earnings for a position under this pay code should be tracked in Position Control. Select this option to enable tracking. During payroll calculations, the system examines salary records for pay rates with active positions. If the job class in a pay rate has active positions assigned and the Track Position Salary field in the class’s pay code is selected, the rate’s earnings are added to the Actual Salary field in the Position record. | ||||||||||
FLSA Overtime | Determines if this pay code should be used as the default for calculating Fair Labor Standards Act (FLSA) overtime. Select this option to designate this as the default FLSA pay code. Only one pay code can be specified as the FLSA default. Once a pay code is set up for this purpose, you cannot select the field for other pay codes. The FLSA pay code must have a Pay Type setting of Hourly. Refer to Entering FLSA Overtime for more information. | ||||||||||
FLSA Calculation Type | Determines how FLSA overtime pay should be calculated. Select:
Your selection depends on the Pay Code record’s settings in the Pay Type and FLSA Overtime fields:
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Exclude from Retro Pays | Determines whether the pay code should be excluded from retroactive pay calculations. Select this option to exclude the pay code. Retroactive pay can be issued as an amount to employees for pay codes using either an hourly or daily pay type. In addition, you can issue percentage-based retroactive pay for pay codes with any pay type setting. | ||||||||||
Time Entry Allowed | Determines how the pay code relates to Time Entry. Specifically, this field lets you define the following Time Entry parameters for the pay code:
Select:
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Approval Level | The approval level necessary before the time entered against this pay code can be processed in a pay run. You can select one of nine approval levels, 1 being the lowest and 9 the highest. This field is required if the pay code is associated with Time Entry. Leave the field blank if the pay code is not associated with Time Entry. For example, an approval level of 5 indicates that time must be approved by a department supervisor with at least level 5 security, as defined on the Time Entry Info tab of the Employee Information page. |