How do I check employee allocations?
You can set up the employee record to allocate a percentage of the employee’s wages to a specific account. The allocated percentages on an employee’s account must equal 0% or 100%. Use Check Allocation Percentages to check if the sum of the employee’s allocations is equal to 0% or 100%.
Checking employee allocations
1. Open Connect Payroll > Organization > Checkout.
2. Click to select the checkbox titled Employee Information.
3. Click to select the checkbox titled Check Allocation Percentages.
4. Click GO (CTRL+G).
The error report lists employee records with allocations that do not equal 0% or 100%.
Fixing employee allocations
1. Open Connect Payroll > Employees > Modify Existing Employees.
2. Use the field titled Employee to enter the employee name or number. Press Enter.
Remember, the Checkout Report lists all of the employee records with allocations that do not equal 0% or 100%.
3. Click to select the Positions tab.
4. Click to select the Allocations tab.
4. Adjust the employee allocations so the employee's allocations total to 0% or 100%.
6. Click Save (CTRL+S).
The employee allocations are fixed.
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