How to Add a Pay Disbursement to an Employee Record

Add a Pay Disbursement to an Employee Record

Once pay disbursements have been configured at Payroll→Pay Disbursements, you can add the appropriate one(s) to employee records. First, ensure that all roles that need access to the employee Pay Disbursement tab have it. Click on Configure→Security→Configure Roles→Select the role that needs access→Desktop Security→Expand Employees→Pay Disbursements checkbox and Save.

1. With the employee record open, click on the Pay Disbursement tab

2. Click on the Add button

3. Select the Description from the drop-down.

4. Select the type.

• Note: This is either an amount to be specified or a percent.
  • Helpful Hint: If the type selected is a percent, specify the percentage for the disbursement under the amount as a decimal. For example, if the percentage is 100%, enter a “1”; if the percentage is 50%, enter “.5”.

5. If the type selected is an amount, specify a specific dollar amount. For instance, enter $100 dollars as “100”.

6. Remainder (optional field) is available for times when multiple pay disbursements are added to an employee record.

• Note: By checking the remainder checkbox for a particular pay disbursement, you can ensure that any remaining distribution amount is paid according to that pay disbursement setup.

7. Enter an order of disbursement. Note: With this, you can specify the order in which pay disbursements are carried out by the system.

• Helpful Hint: For example, you may have a DD-Savings disbursement with an amount of $100 set with an order of disbursement “1”…and a DD-Checking disbursement with a percentage of 100% set with an order of disbursement “2” (w/ remainder checked). With these particular settings, the system would first pay the $100 dollars to the dd savings account, and would then pay 100% of the remaining amount to the dd checking account.

8. Enter the Routing # and Account # (for direct deposit types).

9. Click the Update button

Description, Type and Amount

Order of Disbursement, Routing # & Account #