Employee QTD/YTD Earnings   

Use this menu option to update QTD/YTD payroll data for an employee. If your company is converting to the CGC Payroll System in the middle of a calendar year, you must use this selection to maintain employee earnings and tax information.

Control totals need to be established before beginning data entry; run the 941A reports to check the accuracy of data entered.

A Security Code with executive payroll security functions is required to maintain the records of executive employee’s classified as such in the Employee Master file.

Click Employee Qtd/Ytd Earnings from the Payroll File Maintenance menu to display the screen below.

Employee QTD/YTD Earnings Selection screen

Company/Division Number

Accept the Company/Division used at login, or click the Division Number prompt to make new selections from a list.

Social Security Number

Enter an Employee’s Social Security Number, or click the prompt to select from a list.

- or -

Employee Number

Enter an Employee Number, or click the prompt to select from a list. Employee Numbers can be duplicated across Companies and Divisions (and must be when consolidating W2's).

Year

Enter the calendar year for which the earnings are being maintained.

	Click to access the Federal QTD/YTD Earnings Selection screen.
	Click to access the State/Local QTD/YTD Selection screen.
	Click to access the Other QTD/YTD Selection screen.

Click to discard changes and return to the File Maintenance menu. If the employee has an active record in the Employee Master, one of the following screens displays:

Federal QTD/YYD Earnings Selection screen

This screen displays when the Employee has an active record in the Employee Master and you click OK on the Employee QTD/YTD Earnings Selection screen displayed above.

Use the Page Up/Page Down arrows to access additional fields.

Enter the following data at the time of conversion to eCMS. To produce quarterly reports, enter this information by quarters using the last month of each quarter.

* When transferring employees from one company to another, the prior FICA taxes withheld are entered here to prevent over taxation.

** Earnings that are exempt from federal income tax such as 401K and S125.

Hours

Enter the hours worked by an employee in each of these categories:

SUTA Covered Earnings

Enter the total YTD earnings that are subject to SUTA tax in all states worked this year by this employee.

Example:   An employee who worked in three states with the following earnings:

If this employee worked in New Mexico first, the total SUTA earnings would be 7,000, as follows:

* Up to the limits established in your SUTA tax tables.

	Click to process these entries and return to the Employee QDT/YTD Earnings Selection screen.
	Click to return to the Main Menu without saving changes.
	Click to return to the Employee QDT/YTD Earnings Selection screen without saving changes.

Note: If you are converting to eCMS in the middle of a calendar year, use this option to add or update QTD/YTD earnings and tax information in the Employee State and Local file.

State/Local QTD/YTD Earnings Selection screen

Note: It is important to establish control totals from the old system before entering data. Run the 941A Register from the eCMS Payroll System, and then the equivalent from the previous system to balance the controls before proceeding

Company/Division Number

Accept the Company/Division used at login, or click the Division Number prompt to make new selections from a list.

Social Security Number

Enter the Employee’s Social Security Number, or click the prompt to select from a list.

- or -

Employee Number

Enter the Employee Number, or click the prompt to select from a list. Employee Numbers can be duplicated across Companies and Divisions (and must be when consolidating W2's).

Type Code

Click the Type Code prompt and select the type of record being maintained.

Distribution Number

Enter the number of the State or Local taxing entity, or click the prompt to select from a list.

	Click to process these entries and display the State/Local QTD/YTD Earnings Detail screen.
	Click to return to the Main Menu without saving changes.
	Click to return to the Employee QDT/YTD Earnings Selection screen without saving changes.

State/Local QDT/YTD Earnings Detail screen

Use the Page Up/Page Down arrows to access additional fields.

Enter the following State or Local earnings and tax information. To produce quarterly reports, enter this information by quarters using the last month of each quarter.

	Click to process these entries and return to the State/Local QTD/YTD Earnings Selection screen.
	Click to return to the Main Menu without saving changes.
	Click to return to the State/Local QTD/YTD Earnings Selection screen without saving changes.

Other QTD/YTD Earnings Earnings Selection screen

This screen is accessed from the OTHER EARNINGS tab on the Employee QTD/YTD Earnings Selection screen.

Note: If converting to eCMS in the middle of a calendar year, use this option to enter data for QTD/YTD Miscellaneous Earnings, Benefits, Deductions and Adjustments.

It is important to establish control totals from the previous system before entering data.

Company/Division Number

Accept the Company/Division used at login, or click the Division Number prompt to make new selections from a list.

Social Security Number

Enter the Employee’s Social Security Number, or click the prompt to select from a list.

- or -

Employee Number

Enter the Employee Number, or click the prompt to select from a list. Employee Numbers can be duplicated across Companies and Divisions (and must be when consolidating W2's).

Type Code

Click the Type Code prompt and select the type of record being maintained.

Distribution Number

Enter the number assigned to this Benefit/Deduction in the Payroll Distribution Master, or click the Deduction Type prompt to make these selections from a list.

Deduction Type

Enter the Deduction Type code assigned to this Deduction in the Payroll Distribution Master, or click the prompt to select from a list.

	Click to process these entries and display the Other QTD/YTD Earnings Detail screen.
	Click to return to the Main Menu without saving changes.
	Click to return to the Employee QTD/YTD Earnings Selection screen without saving changes.

Other QTD/YTD Earnings Detail screen

Enter the following earnings and tax information. To produce quarterly reports, enter this information by quarters using the last month of each quarter.

Amount

Enter the Benefit/Deduction amount for each period.

	Click to process these entries and return to the Other QTD/YTD Earnings Selection screen.
	Click to return to the Main Menu without saving changes.
	Click to return to the Other QTD/YTD Earnings Selection screen without saving changes.

Payroll Earnings

Report and Query users:

• The Earnings file (PRPERN) reflects the record code (ERCCD) which indicates the type of earnings.

• The sequence number tells the system the detail behind the type and each sequence indicates a different type of detail