Enter Payroll Initial Balances Screen Field Reference

This screen field reference describes the following:

Hours and Earnings tab

Each row in the grid is a payroll month for the employee and fiscal year.

Note:

The information displayed in the tab may not be specific to the selected province.

Field

Description

Month

Displays a payroll month for the year.

Regular Hours

Displays the number of regular hours the employee worked in the month. If needed, you can modify the hours.

Regular Earnings

Displays the amount of regular earnings for the month. If needed, you can modify the earnings.

Overtime Hours

Displays the number of overtime hours the employee worked in the month. If needed, you can modify the hours.

Overtime Earnings

Displays the amount of overtime earnings for the month. If needed, you can modify the earnings.

Doubletime Hours

Displays the number of double time hours the employee worked in the month. If needed, you can modify the hours.

Doubletime Earnings

Displays the amount of double time earnings for the month. If needed, you can modify the earnings.

Sick Hours

Displays the number of sick hours the employee used in the month. If needed, you can modify the hours.

Sick Earnings

Displays the amount of sick earnings for the month. If needed, you can modify the earnings.

Holiday Hours

Displays the number of holiday hours the employee used in the month. If needed, you can modify the hours.

Holiday Earnings

Displays the amount of holiday earnings for the month. If needed, you can modify the earnings.

Vacation Hours

Displays the number of vacation hours the employee used in the month. If needed, you can modify the hours.

Vacation Earnings

Displays the amount of vacation earnings for the month. If needed, you can modify the earnings.

Bonus Earnings

Displays the amount of bonus earnings for the month. If needed, you can modify the earnings.

Miscellaneous Earnings

Displays the amount of miscellaneous earnings for the month. If needed, you can modify the earnings.

Piecework Pieces

Displays the number of piecework pieces worked for the month. If needed, you can modify the number of pieces.

Piecework Earnings

Displays the amount of piecework earnings for the month. If needed, you can modify the earnings.

Days Worked

Displays the number of days the employee worked in the month. If needed, you can modify the number of days worked.

Life To Date Hours

Displays the running total of hours the employee worked. If needed, enter the total life to date hours for the employee before the year for which you are entering data. Hours added in other fields on this tab are added to this total.

Fringes and Deductions tab

Use the Fringes and Deductions tab to record deductions, fringe benefits, and additional pays for the employee. Each row in the Deduction/Fringe/Additional Pay grid is a deduction, fringe benefit, or additional pay defined for the company, employee, and year. You cannot add or remove rows from this grid. Select a row to show the monthly amounts in the Month/Amount grid.

Note:

The information displayed in the tab may not be specific to the selected province.

Field

Description

Month/Amount grid - Each row in the grid is a payroll month for the selected deduction, fringe benefit, or additional pay. You cannot add or remove rows from this grid.

Month

Displays a payroll month for the year.

Amount

Displays the amount of the selected deduction, fringe benefit, or additional pay for the month. If needed, you can modify the amount.

Total For Year

Displays the total amount of the selected deduction, fringe benefit, or additional pay for the year.

Union tab

Note:

The information displayed in the tab may not be specific to the selected province.

Field

Description

Compensation Package grid - Each row in the grid is a compensation package, union, and pay class combination for which the employee has worked. Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids in ProContractor.

Compensation Package

Enter the code for the Compensation Package screen or click to select the compensation package from a Lookup List.

Name

Displays the name of the compensation package.

Union

Enter the code for the Trade/Union screen or click to select the union from a Lookup List.

Name

Displays the name of the union.

Pay Class

Enter the code for the Pay Class screen or click to select the pay class from a Lookup List.

Name

Displays the name of the pay class.

Month grid - Each row in the grid is payroll month for the selected row in the Compensation Package grid. You cannot add or remove rows from this grid.

If hours and earnings have been entered in the Hours and Earnings tab and you move directly from the first line entered in the Compensation Package grid to this grid, a prompt displays. If you want to default the hours and earnings from the values in Hours and Earnings tab, click Yes.

Month

Displays a payroll month for the year.

Regular Hours

Displays the number of regular hours the employee worked in the month for the compensation package, union, and pay class combination. If needed, you can modify the hours.

Regular Earnings

Displays the amount of regular earnings for the month for the compensation package, union, and pay class combination. If needed, you can modify the earnings.

Overtime Hours

Displays the number of overtime hours the employee worked in the month for the compensation package, union, and pay class combination. If needed, you can modify the hours.

Overtime Earnings

Displays the amount of overtime earnings for the month for the compensation package, union, and pay class combination. If needed, you can modify the earnings.

Doubletime Hours

Displays the number of double time hours the employee worked in the month for the compensation package, union, and pay class combination. If needed, you can modify the hours.

Doubletime Earnings

Displays the amount of double time earnings for the month for the compensation package, union, and pay class combination. If needed, you can modify the earnings.

Sick Hours

Displays the number of sick hours the employee used in the month for the compensation package, union, and pay class combination. If needed, you can modify the hours.

Sick Earnings

Displays the amount of sick earnings for the month for the compensation package, union, and pay class combination. If needed, you can modify the earnings.

Holiday Hours

Displays the number of holiday hours the employee used in the month for the compensation package, union, and pay class combination. If needed, you can modify the hours.

Holiday Earnings

Displays the amount of holiday earnings for the month for the compensation package, union, and pay class combination. If needed, you can modify the earnings.

Vacation Hours

Displays the number of vacation hours the employee used in the month for the compensation package, union, and pay class combination. If needed, you can modify the hours.

Vacation Earnings

Displays the amount of vacation earnings for the month for the compensation package, union, and pay class combination. If needed, you can modify the earnings.

Bonus Earnings

Displays the amount of bonus earnings for the month. If needed, you can modify the earnings.

Miscellaneous Earnings

Displays the amount of miscellaneous earnings for the month for the compensation package, union, and pay class combination. If needed, you can modify the earnings.

Piecework Pieces

Displays the number of piecework pieces worked for the month for the compensation package, union, and pay class combination. If needed, you can modify the number of pieces.

Piecework Earnings

Displays the amount of piecework earnings for the month for the compensation package, union, and pay class combination. If needed, you can modify the earnings.

Days Worked

Displays the number of days the employee worked in the month for the compensation package, union, and pay class combination. If needed, you can modify the number of days worked.

Deductions/Fringe/Additional Pay grid - Each row in the grid displays a deduction, fringe benefit, or additional pay for the compensation package, union, and pay class combination selected in the Compensation Package grid. You cannot add or remove rows from this grid.

Type

Indicates whether the line is for a deduction, fringe benefit, or additional pay.

Deduction/Fringe/Additional Pay

Displays the code for the deduction, fringe benefit, or additional pay.

Name

Displays the name of the deduction, fringe benefit, or additional pay.

Total Amount

Displays the total amount for the deduction, fringe benefit, or additional pay for the fiscal year.

Month/Amount grid - Each row in the grid is an amount for the payroll month for the deduction, fringe benefit, or additional pay selected in the Deductions/Fringe/Additional Pay grid. You cannot add or remove rows from this grid.

Month

Displays a payroll month for the year.

Amount

Displays the amount of the selected deduction, fringe benefit, or additional pay for the month. If needed, you can modify the amount.

Taxes tab

Field

Description

Tax Type grid - Displays the tax authorities for the employee. Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids in ProContractor.

Tax Type

Enter the tax type or click to select the tax type from a Lookup List.

Tax Authority

Enter the Tax Authority screen or click to select the tax authority from a Lookup List.

Name

Displays the name of the tax authority.

Month grid - Each row in the grid is payroll month for the selected row in the Tax Type grid. You cannot add or remove rows from this grid.

If the selected tax type is SUTA, SDI, SUI, SIT, or LIT and you move directly from that line in the Tax Type grid to this grid, a prompt displays. If you want to copy federal earnings to this tax authority, click Yes.

Month

Displays a payroll month for the year.

Gross Hours

Displays the gross hours worked for the month. If needed, you can modify the gross hours.

Gross Earnings

Displays the gross earnings for the month. If needed, you can modify the gross earnings.

Taxable Earnings

Displays the taxable earnings for the month for the tax type. If needed, you can modify the taxable earnings.

Taxable Earnings Up To Limit

Displays the maximum monthly earnings subject to the tax type. If needed, you can modify the taxable earnings up to limit amount.

Taxable Earnings Over Limit

Displays the amount of taxable earnings over the limit for the month. If needed, you can modify the amount of taxable earnings over the limit.

Tax

If the tax type is for federal, state, or local income tax, enter the amount of the tax withheld.

For all other tax types, displays the calculated tax based on the taxable earnings up to the limit and the rate for the tax type. If needed, you can modify the tax amount.

If the tax type is FICA Medicare Withholding, enter a value that includes the tax amount for Additional Medicare Withholding.

Taxable Hours Up To Limit

Displays the number of maximum monthly hours subject to the tax type. If needed you can modify the number of taxable hours up to limit.

Taxable Hours Over Limit

Displays the number of taxable hours over the limit for the month. If needed, you can modify the number of taxable hours over the limit.

Insurance tab

Note:

The information displayed in the tab may not be specific to the selected province.

Field

Description

State/Province grid - Each row in the grid is an insurance policy that applies to the employee. Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids in ProContractor.

State/Province

Enter the code for the state or provincial Payroll Tax Authority screen for the insurance policy or click to select the tax authority from a Lookup List.

Name

Displays the name of the tax authority.

Total Hours

Displays the total hours worked for the year as entered on the Month grid.

Total Earnings

Displays the total earnings for the year as entered on the Month grid.

Month grid - Each row in the grid is payroll month for the selected row in the State grid. You cannot add or remove rows from this grid.

Month

Displays a payroll month for the year.

Hours

Displays the number of hours worked that apply for the month to the selected insurance policy.

Earnings

Displays the amount of earnings for the month that apply to the selected insurance policy.

Total For Year

Displays the total hours and earnings for the year.