Add Pay Type Mid Year

The steps outlined below are used to add a Pay Type to an individual position mid-way through the year. 

This process follows the normal steps of adding a Pay Item to a Position with an additional step to zero out the months that shouldn't be applied to the Position. Note: this is to add a Pay Type to a position, to add a new Pay Type to Personnel, see Pay Types.

Determine Coverage

1. Determine if the pay item we are adding a mid year adjustment to has a coverage added to it
2. Go to Personnel Budgeting > Pay Type
3. Click the pencil icon for the pay item we need to add to the employee mid year
4. Make note if it says 'Coverage 1' or 'Coverage 2' under 'Tiers Based On'
5. Make note of the coverage tiers as we will apply a coverage tier to an employee
6. If the pay type does not have a coverage added to it you can skip the next step and move on to the last step.

Example: 

If Coverage Is Used - Update Employees Coverage

1. If there is a coverage - you must update the employees coverage 
2. Go to Personnel Budgeting > Employees > Edit 
3. Update the 'Coverage' of the applicable coverage level this employee has with the tier of coverage the employee is signed up for

For example: 

Add The Pay Type to the Employee

1. Go to Personnel Budgeting > Scenarios > Positions tab
2.  Click the pencil icon of the employee you need to edit
3. Click Add 'Pay Type'
   Note: If the Pay Type doesn't exist, it will first need to be added via the Pay Types page.
4. Choose from the drop down 
   1. You will see if there is a 'default' amount that it will automatically pull the cost of the coverage in for you - you can leave that area blank if the starting value is correct
5. edit any areas needed
6.  Hit 'Save' 

Example: (click images to enlarge)

Zero Out Certain Months That An Employee Did Not Have Pay Type

To 'zero out' the months that the employee did not have this pay type 

1. Click the 'Detail' tab 
2. Filter for the position that was updated 
3. Check the box on the left for the line we need to update 
4. Click 'Update Pay Items' 
5. Change the fiscal month range to the time frame in which this employee did not have that pay type
6. If the pay item was a flat cost (not a percentage) choose 'Flat' under 'Amount Type'
7. In the 'Amount Value' add the per month amount cost as a negative number going out to 5 decimal points and then click 'Update'
8. You have now zerod out the months in which the employee did not have this pay type

Choose the time frame the employee should not have had health insurance and then choose 'Flat' and we are going to add the original month amount as a negative number going out to 5 decimal places and then click 'Update' 

Example: (click images to enlarge)