The Benefit Schedule Tab is used to itemize the employee contributions and employer-paid benefits (union burden) such as health and welfare contributions, pension plan contributions, and apprenticeship training contributions, as required by the union. This schedule is then used in printing the monthly union reports and for pulling any union burden rates during the calculation of automatic payroll checks.
The Pay/Deduct Rates Tab and the Benefit Schedule Tab both contain separate rate fields for regular pay and overtime pay. Set up of the union codes will be easier if you complete all of the regular rates on both tabs BEFORE you save the code. AccuBuild will then copy the regular rates to the overtime rate fields which can then be individually edited as needed.
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Changing or Deleting Union Codes |
| 1. | A maximum of fifteen benefits may be itemized on this screen. The benefits should include both employee contributions as well as employer paid benefits. |
| Benefit Description - Enter the name of the union benefit. This description will appear on the monthly union report. |
| Rates - Starting with the Reg Pay column, enter the normal rate of pay for the benefit item. If the item is based on a percentage of gross wages, enter the percentage as a whole number. For example, 5% would be entered as 5.00. |
| Type - Select the pay type for the benefit item. The pay types may be based on an hourly rate, a percentage of gross wages, or on a flat amount per day, week or month. If the amount of the benefit item is paid by the employer, then it should be included with the payroll burden. AccuBuild will calculate the expense and post it with the other payroll burden to the job, and the liability will be accrued to the account as defined on the Ledger Interface Tab of the Payroll > Properties screen. If the amount is paid by the employee as part of the hourly rate, or as a miscellaneous pay or deduction on the employee's check, then it should be listed as a benefit item but for report purposes only. Hourly or percentage benefits may be included as part of the payroll burden expense calculation. Flat amount benefits can not be included in the payroll burden calculation but will be included on the union report. A general journal entry can then be created to make an accrual for the flat amount benefits at the end of the month. |
| Note: Flat amount benefits for per day, per week and per month cannot have different rates for regular pay and overtime pay. Any flat amount entered in the overtime rate fields will be ignored and only the regular rate amount will be used to calculate the benefit. |
| 2. | The Save Button may now be selected to record the new union code. The rates entered under the regular pay columns of the Pay/Ded Rates Tab and the Benefit Schedule Tab will be copied into the overtime rate columns. (This copy routine will only be performed on new union codes the first time that the Save Button is selected. Editing an existing code will NOT automatically change any overtime rate.) |
| 3. | Select the Certified Payroll Tab if you wish to include the benefit schedule on the Certified Payroll Report. |
