This article covers the Payroll tab, which is part of Workforce Employee Records.
The Payroll tab contains payroll-related information and configurations. This tab is only displayed after the employee has been onboarded to payroll.
Here, users can edit the employee's direct deposit information and deductions. Employees are able to view and edit their direct deposit information through the 'My Pay' section of the R365 Mobile App.
Article Topics:
Pay History
The Pay History section displays summary information for historical paystubs and the employee's 'Paperless Tax Statements' selection. Paystubs and W2s can be downloaded in this section.
Field | Description | |
Paperless Tax Statements | Indicates whether or not the employee has selected to receive paperless tax statements. Learn more about paperless tax statements here. | |
Recent Paystub | Lists the employee's historical paystubs with the following information: Date - Pay date for the paystub. Company - Payroll company associated with the paystub. Net Earnings - Net earnings paid for that paystub only. YTD Net Earnings - Total net earnings paid in the year up to the date of the paystub. Click to download a printable copy of the paystub. | |
Show/Hide | Click to show or hide paystub earnings. | |
W2 | Link to download the employee's W2 for a single year. All W2s for completed years since the employee's hire date will be listed. Learn more about W2s here. |
Pay Preferences
The 'Pay Preferences' section contains the setting for how the employee has chosen to be paid; either by direct deposit or check. If direct deposit is chosen, the direct deposit account information can be viewed and edited here. Learn more about editing direct deposit account information here.
Field | Description | |
Edit | Click to open the Direct Deposit Accounts sidesheet to view and/or edit the direct deposit account information. | |
Direct Deposit | If checked, the employee will be paid via direct deposit. | |
Check | If checked, the employee will be paid via printed check. Learn more about Paycheck Runs here. Note: Employees who elect to by paid by check cannot be paid daily. | |
Account | All direct deposit accounts configured for the employee, including the following information: Account Name - User-entered account name. Institution - Name of the financial institution for the account. Acct Type - 'Checking' or 'Savings'. Distribution - Amount of pay distributed to the account.
Note: Accounts are not listed if 'Check' is selected. |
Direct Deposit Distribution Order
Direct deposit distribution percentages and fixed amounts are always based on the remaining funds after funds have been distributed to each account, in order. Funds are distributed to accounts in the reverse of the order that they are listed in.
Example: With the configuration shown here, funds are distributed as follows:
|
Deductions
The Deductions section displays employee deduction and garnishment withholdings. Each legal entity associated with a location where the employee works will have a 'Pre-tax Deductions' and a 'Post-tax Deductions' section.
- Locations associated with the employee can be viewed on the 'Integrations' tab.
Deductions are configured per payroll company, and only apply to earnings from locations associated with that payroll company. When an employee's earnings are calculated for a pay run, deductions are applied in the order that they are listed.
Click the pencil icon associated with the legal entity to view and/or edit deduction details.
Field | Description | |
Legal Entity | Legal entity associated with the payroll company associated with the deduction. | |
Edit | Click to view and/or edit the employee's deduction details for the associated payroll company. | |
Pre-tax Deduction | Deductions that are withheld prior to taxes, including the following information: Type - Type of the deduction. EE Deduction - Amount deducted from the employee's earnings. ER Contribution - Employer contribution for the deduction. | |
Post-tax Deduction | Deductions that are withheld after taxes, including the following information: Type - Type of the deduction. EE Deduction - Amount deducted from the employee's earnings. ER Contribution - Employer contribution for the deduction. |