Field Definitions: PR Employee Accums Detail Form (CA)

(Canada) The following is a list of field descriptions for the PR Employee Accums Detail form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Employee

(Canada) The Employee field on the PR Employee Accums Detail form.

In this field:

  • To change employees for whom to add or edit detail records, enter the employee number or press F4 to select from a list of employees who have records in PR Employee Accumulations.

  • To edit the current employee's detail record, accept the default.

You cannot use the PR Employee Accums Detail form to add records for employees who do not already exist in the PR Employee Accumulations form. To create detail records for an employee who does not already exist in the PR Employee Accumulations form, first add the employee in that form.

Month

(Canada) The Month field on the PR Employee Accums Detail form.

Accept the default or enter a calendar month for which there are existing records in PR Employee Accumulations for the selected employee.

All amounts are based on the payment month.

Type

(Canada) The Type drop-down on the PR Employee Accums Detail form.

Accept the default or press F4 to select an EDL type for which there are existing records for the selected employee and month combination in PR Employee Accumulations.

Types include: E-Earnings, D-Deduction, or L-Liability.

EDL Code

(Canada) The EDL Code field on the PR Employee Accums Detail form.

Accept the default, or press F4 to select an EDL code for which there are existing records for the selected employee, month, and EDL type combination in PR Employee Accumulations. The code entered here must a valid code for the type of accumulation selected in the Type field.

Record ID

(Canada) The Record ID field on the PR Employee Accums Detail form.

To add a new detail record, you can either double-click in this field or enter +; the system automatically assigns the next sequence number.

Note: You can only add detail records for an employee/month/type/EDL code that exists in PR Employee Accumulations. If you need to add detail records for a new employee/month/type/EDL code, you must add the employee/month/type/EDL code record in PR Employee Accumulations before adding detail records here.

Province

(Canada) The Province field on the PR Employee Accums Detail form.

Defaults from the Tax Prov field in PR Employees.

Accept the default for this record, or press F4 to select from a list of provinces. This should be the employee's resident province for province-based accumulations.

Entering a province here will not update the Tax Prov field in PR Employees.

Payroll Program Account

(Canada) The Payroll Program Account field on the PR Employee Accums Detail form.

Defaults from the Payroll Program Account field in PR Employees. If there is no value in PR Employees, then defaults from PR Company Parameters.

Accept the default for this record, or enter a different Canadian Business Number Payroll Program Account reference number. The number must begin with RP and be followed by four digits.

Entering a value here will not update the Payroll Program Account field in PR Employees or PR Company Parameters.

Quebec File #

(Canada) The Quebec File # field on the PR Employee Accums Detail form.

This field is available only if the value in the Province field is QC (Quebec).

Defaults from the Quebec File Number field in PR Company Parameters.

Accept the default for this record, or enter the company's Quebec File Number. The number must begin with RS and be followed by four digits.

Entering a number here will not update the Quebec File Number field in PR Company Parameters.

Hours

(Canada) The Hours field on the PR Employee Accums Detail form.

This field is available if Type is set to E-Earnings.

Enter the month-to-date hours for this record.

Subject Amount

(Canada) The Subject Amount field on the PR Employee Accums Detail form.

This field is available if Type is set to D-Deductions or L-Liabilities.

Enter the month-to-date subject amount for this record. Subject amounts include all earnings subject to the liability or deduction, including amounts not included in the calculation basis. (e.g. earnings flagged as subject only and earnings exceeding the subject limit).

Eligible Amount

(Canada) The Eligible Amount field on the PR Employee Accums Detail form.

This field is available if Type is set to D-Deductions or L-Liabilities.

Enter the month-to-date eligible amount for this liability or deduction code.

Eligible amounts include those earnings used in the calculation basis for the deduction or liability amount. If a limit is specified for the deduction or liability (PR Deductions/Liabilities), this amount will be 0.00 once the limit is reached. If no limit is specified, the subject amount and eligible amount will always be the same.

If you are loading balance forwards, the following example shows how subject and eligible amounts should be entered for an employee who has gone over the limit and an employee who has not met the limit.

The following table shows two examples of eligible amounts if the SUTA limit is $20,000.

Employee

YTD

Subject Amount

Eligible Amount

100

$50,000

$50,000

$20,000

200

$15,000

$15,000

$15,000

For more information, see About Deductions, Subject Amounts, and Eligible Amounts.

Amount

(Canada) The Amount field on the PR Employee Accums Detail form.

Enter values as follows. When the Type field is set to:

  • E-Earnings — Enter or edit the month-to-date amount for this earnings code.
  • D-Deductions — If the deduction code entered for this line has a method of Rate of Gross, the amount is calculated based on the Rate specified in PR Deductions/Liabilities. Otherwise, enter or edit the month-to-date amount for this deduction code.
  • L-Liabilities — If the liability code entered for this line has a method of Rate of Gross, an amount is calculated based on the Rate specified in PR Deductions/Liabilities. Otherwise, enter or edit the month-to-date amount for this liability code.