Employee Financial Summary - Field Descriptions

Use the table below for reference when completing the fields on this screen.

Fields/Buttons

Descriptions

Other Entity Financials

When cost center entities are being used. click this button to drill into entity-specific details, while the main screen continues to display the current year financial information for the main company entity.

Gross earnings

The employee's month-to-date, quarter-to-date, and year-to-date gross earnings display in this field. Click the drill-down button to open the Gross Wages by Tax Code window.

Federal income tax

The employee's month-to-date, quarter-to-date, and year-to-date federal income tax deductions display in this field.

Social security

The employee's month-to-date, quarter-to-date, and year-to-date Social security deductions display in this field.

Medicare

The employee's month-to-date, quarter-to-date, and year-to-date Medicare deductions display in this field.

State income tax

The employee's month-to-date, quarter-to-date, and year-to-date state income tax deductions for the state of residence display in this field. Click the drill-down button to open the State Income Tax by Tax Code window.

State disability (SDI)

The employee's month-to-date, quarter-to-date, and year-to-date state disability deductions for the state of residence display in this field. Click the drill-down button to open the Disability Tax by Tax Code window.

Worker's compensation

The employee's month-to-date, quarter-to-date, and year-to-date worker's compensation deductions display in this field.

View the Worker's Compensation Hierarchy.

County taxes

The employee's month-to-date, quarter-to-date, and year-to-date county income tax deductions display in this field. Click the drill-down button to open the County Income Tax by Tax Code window.

Local taxes

The employee's month-to-date, quarter-to-date, and year-to-date local income tax deductions display in this field. Click the drill-down button to open the Local Income Tax by Tax Code window.

Deductions

The employee's month-to-date, quarter-to-date, and year-to-date total deductions displays in this field. Click the drill-down button to open the Deductions by Code window.

Add-ons

The employee's month-to-date, quarter-to-date, and year-to-date total add-ons displays in this field. Click the drill-down button to open the Add-ons by Code window.

Net pay

The employee's month-to-date, quarter-to-date, and year-to-date net income display in this field.

Hours worked

The employee's month-to-date, quarter-to-date, and year-to-date hours worked display in this field.
Note: Work hours = Regular + Overtime + Double time + Special rate

Other hours

The employee's month-to-date, quarter-to-date, and year-to-date other hours display in this field.
Note: Other hours = Vacation + Holiday + Sick