Employee Edit Fringe Wizard

Use Edit Employee Fringe Wizard to assign defined Fringes for fringe benefits to an employee and to maintain fringe information for the employee.  The Fringe Benefits feature provides a method of paying vendors for the fringes through the optional Vendor Invoices and Checks feature.

Tips:

• This program does not create Fringe Numbers; it only assigns them to employees.  To create new master Fringes, use Fringe Master Maintenance.

• Although Fringe Master Maintenance provides default values for Employee Fringe Maintenance, updating a Fringe Number through Fringe Master Maintenance does not automatically update the Employee Fringe assignments.  For example, if you change the Fringe Amount using Fringe Master Maintenance, you must also change the Fringe Amount for the appropriate Fringe Number during Employee Fringe Maintenance for all affected employees.

• For more information, see the Understanding Fringe Benefits and Understanding Vendor Invoices and Checks topics.

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

Directions:

To see directions for...

• Opening Employee Edit Fringe Wizard, click More.

   

  1.  Click Payroll from the Menu Bar.

  2.  Click Employee File Maintenance.

  3.  Click Fringe.

  Or, use the keyboard shortcut:  [ALT] [p] [e] [f] [e].

   

  Employee Edit Fringe Wizard Example:

  

   

• Assigning a new Employee Fringe, click More.

   

  To assign a new fringe to an employee,  follow these directions:

   

  Employee Edit Fringe Wizard Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Employee Number	Enter an existing Employee Number.  (up to 7 digits) Required Tip:  To Search for a Fringe Number, click Search . Keyboard shortcut:  [CTRL + f]
  Employee Name	Displays the employee's name for your reference: First Name & Init - Displays the employee's first name and middle initial Last Name - Displays the employee's last name
  Fringe	To assign a new fringe benefit to the employee, enter a defined Fringe Number.  (3.0 numeric) To edit the information for a fringe already assigned to the employee, click the Fringe Number in the drop-down list. Tips: To indicate that you are assigning a new Fringe to the employee, New displays near the Fringe Number.   To Search for a Fringe Number, click Search . Keyboard shortcut:  [CTRL + f] To assign a fringe it must already be defined.  To create a new Fringe Number, use Fringe Master Maintenance.
  	To go to the next step, click Next.  The following window displays.
  Fringe Detail Step
  Fringe Calculation Code	The code defaults from the Standard Fringe Calculation Code specified during Fringe Master Maintenance.  You can change the value as needed. Calculation Codes: 0 - Enter an amount 1 - Flat amount 2 - Percent of Gross Tip:  The Standard Fringe Amount is entered as a percentage for this option. 3 - Use Fringe Amnt
  Clear Flag	To determine how the fringe is cleared during the Fringe Distribution Post, click a choice in the drop-down list: 0 - Clear All:  Clears both the amounts and the Department Numbers. 1 - Clear Amounts Only:  Clears only the Fringe Distribution Amounts.  The Fringe Amount remains intact. 2 - Do Not Clear:  No values are cleared.  You can use this in the manual mode.
  Fringe Amount	Enter the dollar amount or the calculation factor for the fringe benefit.  Or, leave blank if you want the system to automatically create the fringe during the Payroll Post.  (5.2 numeric) Tips: The Fringe Amount defaults from the Fringe Standard Amount specified during Fringe Master Maintenance.  You can override the value, here. If the Standard Fringe Calculation Code is  2 - Percent of Gross, then enter this value as a percentage. Example:  For 4.5%, enter 4.50.
  Amount to be Distributed	Enter the total dollar amount to be distributed among departments.  (5.2 numeric) Tips:   If Automatic Fringe Distribution is active leave this field blank, and the Payroll Post will update the value. If a Fringe Amount was entered above, this amount is usually the same.
  	To go to the next step, click Next.  The following window displays.
  Fringe Distribution Window Note:  The Fringe Distribution Window is not currently used.  Distributions are set up during the Auto Fringe Distribution Maintenance routine.
  Department	Note:  Please leave blank.
  Amount	Note:  Please leave blank.
  	To update the new or changed information, click Finish, or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed Fringes.

   

• Editing an existing Employee Fringe, click More.

   

  CAUTION:  To avoid losing data, you must proceed through each step and then click Finish for changed fringes.

  1.  To display the employee to be changed, enter the Employee Number.
  Tip:  If you do not know the Employee Number, you can click Search to see a list of employees.

  2.  Enter the Fringe Number or click a choice from the drop-down list.  Or, click Search to see a list of fringes.

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

  4.  Enter the data changes.

  5.  To complete the edit process, click Finish , or press [ENTER].  
  Important:  After you click Finish the wizard validates and saves the entries.
  Keyboard shortcut:  [ALT + s]

   

• Removing an assigned Fringe from an employee, click More.

   

  Note:  To maintain data integrity a fringe cannot be removed from an employee during this routine.  To remove a fringe from an employee, see Delete Employee Fringe Wizard.