Employee-Level Contributions in Patriot Software
You can calculate company contributions to be posted on employee paychecks for various reasons, such as showing company paid benefit premiums, 401k company match, company HSA contributions, etc. It is important to note that these company contribution amounts do not affect the employee’s earnings. It is simply an informational dollar amount that will appear with other paycheck details and reports. Using company contributions is a helpful way to show your employees the additional costs that the company is paying on their behalf. It is also helpful for calculating 401k match detail for each pay. You will first need toset up the contributions under the Company level, and then can assign them to individual employees.
- Payroll > Employees > Employee List
- Click theemployee’s namein the Employee List.
- Click the“Deductions & Contributions”link on their record.
Toadda new contribution, click the “Add New”link under the Contributions section. A set of blank fields will appear.
Contribution:Select from the dropdown list of available contributions set up at the company level. To add a contribution that is not in the list, you will first need toadd the contribution at the company level。
Method:The Method will either be “Fixed Dollar” or “Percent.” This is determined by the contribution you have selected, and is set up at the company level. This is for information purposes on the employee’s contribution screen and cannot be changed here.
Formula:根据上述方法，输入应为每笔薪水贡献的美元金额或百分比。如果在公司级别设置了公司默认金额，则默认金额或百分比将自动填写该字段。如果您不想使用公司默认金额，请单击“使用自定义金额”并填写此员工的自定义金额。
Active:This checkbox will be marked by default. When the Active box is checked, the contribution will occur in any payrolls for this employee as long as a limit has not been reached, and the contribution has not been turned off on the Payroll Worksheet. If the active box is unchecked, the contribution will not occur. If a contribution is active, but its corresponding deduction is inactive, the contribution will not be included in the paycheck. It will only appear if the deduction on which it is based is also deducted.
For Deduction:如果this contribution is based on a deduction, the deduction will appear in this field. This can only be set up at the company level.
Limits:This field is optional. The Contribution can be set up with a dollar limit so that once the limit is reached, the Contribution will automatically stop. See more information aboutDeduction and Contribution Limits。如果在公司级别设置了限制字段的公司级别，则默认金额或百分比将自动填写该字段。如果您不想使用公司默认金额并希望使用自定义限制，请单击“使用自定义金额”并填写此员工的自定义金额。如果要删除限制，请单击“使用自定义金额”，删除默认金额，然后将其留空。
Toedita contribution, click the Edit icon in the row. You can now make changes in the appropriate fields for that contribution. You can inactivate or activate a contribution, or change the amount per pay and limits. Click Save.
Todeletea new contribution, click on the trashcan icon at the end of the row and click Yes to delete the contribution. Note you may only delete a contribution if it has not yet been used in a payroll. If the contribution has been used in a payroll, the delete icon will not be visible.