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.

 

Directions:

To open click Quarterly Totals in the Employee File Maintenance - Menu Tree.
Keyboard shortcut:  [ALT + l]

Or, click Payroll from the Menu, Employee File Maintenance, and Employee Quarterly Maintenance.
Keyboard shortcut:  [ALT] [p] [e] [q]

 

Employee Quarterly Totals Maintenance Window Example:

 

Field Details by Section

Tip:  You can see the following areas in the main Employee Quarterly Totals Maintenance window.

Menu Tree

Open Employee File Maintenance programs.

Employee Quarterly Totals Area

Displays the totals for various earnings and withholding amount fields for the current month and four quarters.

For each field listed below, the totals display for the current month, Quarter 1, Quarter 2, Quarter 3, and Quarter 4.

Reg Earnings

Displays the Regular Earnings Totals for the current month and four quarters.  (6.2 numeric)

OT Earnings

Displays the Overtime Earnings Totals for the current month and four quarters.  (6.2 numeric)

OP Earnings

Displays the Other Pay Earnings Totals for the current month and four quarters.  (7.2 numeric)

Total Earnings

Displays the Gross Pay Earnings Totals for the current month and four quarters.  (6.2 numeric)

Federal Earnings

Displays the Federally Taxable Earnings Totals for the current month and four quarters.  (6.2 numeric)

State Earnings

Displays the State Taxable Earnings Totals for the current month and four quarters.  (6.2 numeric)

Local Earnings

Displays the Local Taxable Earnings Totals for the current month and four quarters.  (6.2 numeric)

FICA Earnings

Displays the Regular FICA Earnings Totals for the current month and four quarters.  (6.2 numeric)

Med FICA Earnings

Displays the Medicare FICA Earnings Totals for the current month and four quarters.  (6.2 numeric)

Federal W/H

Displays the Federal Tax Withholding Amount Totals for the current month and four quarters.  (6.2 numeric)

State W/H

Displays the State Tax Withholding Amount Totals for the current month and four quarters.  (6.2 numeric)

Local W/H

Displays the Local Tax Withholding Amount Totals for the current month and four quarters.  (6.2 numeric)

Reg FICA W/H

Displays the Regular FICA Withholding Amount Totals for the current month and four quarters.  (6.2 numeric)

Med FICA W/H

Displays the Medicare FICA Withholding Amount Totals for the current month and four quarters.  (6.2 numeric)

Retirement

Displays the Retirement Deduction Withholding Amount Totals for the current month and four quarters.  (6.2 numeric)

Employee Quarterly2 Totals Area

View the totals for unemployment earnings amounts for the current month and four quarters.

FUTA Earnings

Displays the FUTA (Federal Unemployment Tax Authority) Earnings Totals for the current month and four quarters.  (6.2 numeric)

SUTA Earnings

Displays the SUTA (State Unemployment Tax Authority) Earnings Totals for the current month and four quarters.  (6.2 numeric)

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 Window

Displays the totals for scheduled deductions.

Employee Other Pay Quarterly Totals Window

Displays the quarterly totals for other pay earnings.

Editing Quarterly Employee Totals

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

1.  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.  Position the pointer to the information that you want to change.

3.  Enter the changes.

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

Other File Maintenance