Employee Monthly Totals Maintenance - Overview

Use Employee Monthly Totals Maintenance to view total earnings and withholding amounts for any month within the current year.  The fields are updated by the system, so you normally do not need to edit them.

Tips:

• For more information about working with data in fields, see Data Entry Guidelines.

• The system automatically maintains the totals, so you can not add or delete monthly totals records.

Directions:

To see directions for...

• Opening Employee Monthly Totals Maintenance, click More.

   

  • Click the following sequence:
    Payroll from the Menu Bar, Employee File Maintenance, and then Employee Monthly Totals.
    Keyboard shortcut:  [ALT] [p] [e] [m]

  • Or, click Monthly Totalsin the Employee File Maintenance - Menu Tree.
    Keyboard shortcut:  [ALT + a]

   

  Employee Monthly Totals Maintenance Window Example:

  Tip:  To see detailed instructions for each section or field name in the examples below, the cursor becomes a hand when you position the cursor over the field or section.  Click once to display the associated topic.

  

   

• Editing Employee Monthly Totals, click More.

   

  CAUTION:  To avoid losing data, you must save changed employee totals.

  1. To display the record to be changed, enter the Employee Number and click Retrieve , or press [ENTER].
     Keyboard shortcut:  [ALT + t]
     Tip:  If you do not know the Employee Number, you can click Search to see a list of employees.

  2. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3. Enter the data changes.

  4. To complete the edit process, click Save , or press [ENTER].
     Keyboard shortcut:  [ALT + s]

   

• Understanding the field values for the following areas, click the section name in the table below: