Optional Fields Structure and Default Values

Normally, the values you define on the Payroll Optional Fields setup window display as defaults for the optional fields on records and transactions in the payroll program. However, if you have assigned the same optional fields in several areas of the payroll program, the values defined at setup may be overridden by the optional fields from those other areas.

The following table summarizes how Sage HRMS Payroll determines the default values for optional fields. Keep in mind that you can change the default value that displays on any window.

Structure and default values for optional fields

For a field defined for:

The default value comes from:

An Employee
A Tax
An Earning/Deduction
Payroll Processing

The Optional Field setup window.

An Employee’s Earning/Deduction

The optional field assigned to that earning/deduction on the Earnings/Deductions window, if any.

If none, the value comes from the Optional Field setup window.

An Employee’s Tax

The optional field assigned to that tax on the Taxes window, if any.

If none, the value comes from the Optional Field setup window.

Timecards

The optional field assigned to that employee on the Employee Payroll window, if any.

If none, the value comes from the Optional Field setup window.

Timecard’s Earning/Deduction


The optional field assigned to that earning/deduction on the Pay tab of the Employee Payroll window, if any.

If none, then the optional field assigned to that earning/deduction on the Earnings/Deductions window, if any.

If none, the value comes from the Optional Field setup window.

Timecard’s Tax

The optional field assigned to that tax on the Taxes tab of the Employee Payroll window, if any.

If none, then the optional field assigned to that tax on the Taxes window, if any.

If none, the value comes from the Optional Field setup window.

Transactions
Transaction Earnings/Deductions
Transaction Taxes

See G/L Optional Fields for Transaction Details.