Configure: Adding Pay Types for Timesheets and Scheduling

Pay types are the mechanism for inputting non-billable time and possibly billable time on the timesheets. Pay types are also typically used for scheduling non-billable time. If payroll is being processed through OnTarget, then the pay type setup becomes even more critical, as they will represent the various ways in which an employee gets paid.

1. Click on Payroll (expand)
2. Click on Pay Types
3. Click on the Add Pay Type button

Pay types are configured in such a way so that the employee’s time is accurately reflected for payroll purposes. However, if neither timesheets nor payroll are being used, and the pay types are only needed for schedules, then the setup can be more flexible and perhaps more descriptive in regards to how non-billable time is captured.

4. Enter a Description for the pay type.

• Note: This is what users will see when selecting pay types to enter their time.

5. Select the Tax Handling.

• Note: This is a required field for all pay types, even if the pay type is only needed for scheduling purposes and does not tie directly to payroll.

6. Select the Pay Type. Note: These settings will determine how the time is entered and calculated. For example, when hourly is selected, then a start/end time must be entered on the time record. When Mileage is selected, there is no time to be entered on the time record; rather units are entered in order to capture the number of miles traveled.
7. Enter a Default Amount.

• Note: This is a required field for all pay types, even if the pay type is only needed for scheduling purposes and does not tie directly to payroll.
  • Helpful Hint: If the pay type is not being used for payroll purposes or there is not a set amount associated, a default amount of “0” can be entered.

8. Check the “Pay Overtime” checkbox for each pay type that is eligible for overtime.
9. Check the “Allow Manual Timesheet Entry” checkbox if you want to allow timesheet users to be able to manually add a pay type to their timesheet.
10. Click on the Save button

Once the pay types have been configured, then the corresponding pay types will need to be added to each employee. This is done at the employee record. For more details see the course “Adding an Employee: Pay Types Tab”.

Adding a Pay Type