Employee Quarterly Totals Maintenance

Employee Quarterly Totals Maintenance - Overview

Use Employee Quarterly Totals Maintenance to view total earnings and withholding amounts for the current month and the four quarters of 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 quarterly totals records.

Directions:

To see directions for...

Opening Employee Quarterly Totals Maintenance, click More.
- Click the following sequence:
  Payroll from the Menu Bar, Employee File Maintenance, and then Employee Totals Maintenance.
  Keyboard shortcut: [ALT] [p] [e] [q]
- Or, click Quarterly Totalsin the Employee File Maintenance - Menu Tree.
  Keyboard shortcut: [ALT + q]
Employee Quarterly 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 Quarterly 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.
1. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.
2. Enter the data changes.
3. 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:

Field Details by Section
Menu Tree	Open Employee File Maintenance programs.
Tip: You can see the following areas in the main Employee Quarterly Totals Maintenance window.
Employee Number Area	Enter the Employee Number to retrieve the totals information.
Employee Quarterly Totals Area	Displays the totals for various earnings and withholding amount fields for the current month and four quarters.
Employee Quarterly2 Totals Area	Displays the totals for scheduled deductions.
Tip: To display the following areas in Employee Quarterly Totals Maintenance, you must click the appropriate option in the Menu Tree.
Employee Totals Scheduled Deductions Area	Displays the totals for scheduled deductions.
Employee Other Pay Quarterly Totals Area	Displays the quarterly totals for other pay earnings.