Version: 2023.02

Issue

Warning: Employee allocation method does not match employee set up

This warning displays when the employee pay code settings do not match the employee pay code setup, in other words, a gross type pay code is using a partial GL account instead of a full GL account on an employee pay code that is set up to use employee allocations. 

Solution

Watch a video to learn about this warning and how to fix it. [MP4] And here's the report definition that's mentioned in the video: GL Account Report Definition [XML] To install the report definition, use System Management > System Tools > Import Report Forms/Definitions. [More]

Verify the employee pay code settings for an employee

Follow these instructions to verify the GL accounts for each allocation on an employee pay code. You can use Modify Existing Employees or you can print the GL Account report to review the GL account settings on employee pay codes. 

Use Modify Existing Employees to check for employee pay codes with 

• a gross type pay code using a partial GL account as the method and the employee pay code allocation is set to a full account. Change the GL allocation on the employee pay code allocation to use a partial GL account. 
• a gross type pay code using a full GL account as the method and the employee pay code allocation is set to a partial account. Check all of the settings on the employee pay code to see what you're working with, and then call customer support at (800) 228-9851 for assistance. 

Print the GL Account report to verify the employee pay code settings

Print a report and use it to verify the employee pay code settings for all of the employees in the organization. 

• Download the GL Account Report Definition [XML] and import the report. 
• Use the GL Account Report to review the employee pay code settings. You should check if the employee pay code method and allocation settings are set up correctly for every employee in the organization. 

Downloads

• GL Account Report Definition [XML] To install the report definition, use System Management > System Tools > Import Report Forms/Definitions. [More]