Set up allocations for an employee position. Payroll can distribute a percentage of the employee's wage to different accounts. For example, Jack's wages are charged to separate GL departments. you want 20% of his wages to go to one GL department, and 80% of his wages to another GL department.

 

Setting up 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.

3. Click to select the Allocations tab.

4. Click to select the button titled Add a New Allocation.

You'll want to use the toolbar located below the Allocations grid on the Allocations tab and not the main toolbar.

A blank row displays in the Allocations grid.

5. Find the Allocations subtab.

6. Click to select the field titled Percent to enter the percentage to allocate to the account.

7. Click to select the field titled GL Account to enter the GL account or partial GL account that will receive the allocated amount.

The employee allocation is saved.

 

Linking an employee allocation to worker's compensation account

1. Open Connect Payroll > Employees > Modify Existing Employees.

2. Use the field titled Employee to enter the employee name or number. Press Enter.

3. Click to select the Allocations tab.

4. Click to select an allocation for the Allocations list.

5. Find the Allocations subtab.

6. Use the Worker's Compensation menu to select a worker's compensation account.  

The employee allocation is linked to the worker's compensation account.

 

Linking an employee allocation to a GL activity

1. Open Connect Payroll > Employees > Modify Existing Employees.

2. Use the field titled Employee to enter the employee name or number. Press Enter.

3. Click to select the Allocations tab.

4. Click to select an allocation for the Allocations list.

5. Find the Allocations subtab.

6. Click to select the field titled GL Activity.

7. Enter the GL activity code. 

The employee allocation is linked to the GL activity code. The allocated amounts will be reported with the GL activity in the General Ledger.

 

Linking an employee allocation to a job

1. Open Connect Payroll > Employees > Modify Existing Employees.

2. Use the field titled Employee to enter the employee name or number. Press Enter.

3. Click to select the Allocations tab.

4. Click to select an allocation for the Allocations list.

5. Find the Allocations subtab.

6. Click to select the field titled Job Number.

7. Enter the job number. 

The employee allocation is linked to the job number. The allocated amounts will be reported with the job number in Project Accounting.

 

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