Earnings Wizard

Owned by Julie Leake (Unlicensed)
Last updated: Nov 14, 2018 by Frank Gambino

Use the Earnings Wizard to quickly enter a large quantity of other earnings for different employees. For example, if you wanted to enter all the gratuities due to your banquet servers, it would be very tedious and time consuming to do it one employee at a time. However, you are able to enter earnings for individual employees in this screen. The Earnings Wizard gives you flexibility to enter all the gratuities by selecting the date you want to enter and applying different filters as necessary to display the appropriate employee list. You can also create earnings based on Holiday Eligibility.

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#FieldDescription
1Date selector

Date to which the earning is applied.

Either type the date in the field or select the date from the calendar menu. If the date selected is in a closed period, the employee’s name will be gray and not available for editing. 

Default: today's date.

2Earning Type

Earnings codes that can be selected and added to an employee's check.

The exception to this is tips. Tips are considered earnings even though the employee has already been paid because they must be taxed. Memo earnings types are items that do not affect an employee's wages or taxes. They are used for tracking and informational purposes only. The majority of memos are to enter gross sales. Most installations have one code to enter gross sales and should include both cash and charge sales.

Note: The title of the panel in the lower right corner of the screen is the same as what you select for Earning.

3

Filter

Opens the Filter dialog box, from which you can narrow the employee list.

You can filter by Employee Class, Work Class, Pay Type, whether they are Tipped or not, by the minimum days they have been employed, whether it is their Primary Job, and/or by Job. You can use any or all of these selections in combination with the others.

4

Earnings Table

Earnings information for each employee.

All fields, except the Daily field, are read-only. You can manually add an amount into the Daily column for individual employees if desired.

5

Auto Fill

Enter appropriate information to be applied to all employees.

  • Default Amount—Enter the appropriate amount to be added to all employees.
  • Accumulate—Add the Default amount to any earnings that have previously been added.
  • Overwrite—Replace any previously added earnings by the Default amount.
6

Total Earnings

Daily Total and Pay Period Total for the Earnings Type selected.

 

 

 

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