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 Quarterly Totals in the Employee File Maintenance - Menu Tree.
    Keyboard shortcut:  [ALT + q]

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

   

  Employee Quarterly Totals Maintenance Window Example:

  Tip:  To see detailed instructions for each section or field name in the example below, position the cursor over the field or section and then, click 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.

  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: