Maintenance Paid to Date
Use this option to change paid-to-date amounts for a selected employee. Changing this value also changes the employee's contract balance for the pay rate affected. The new balance is subsequently shown in a display-only field in the Maintenance Paid to Date page, along with the contract limit.
You can change the contract limit in an employee's pay rate, but not the balance and paid-to-date amount. The system updates this data during pay runs. The Maintenance Paid to Date option allows you to add or subtract from the paid-to-date value and thereby change the remaining amount the employee can be paid in the contract year.
Menu path
From the Human Resources menu, select Periodic Routines. From the Periodic Processing menu, select Maintenance Paid to Date.
Page sections
The Maintenance Paid to Date page includes the following sections:
Search Criteria | Displays fields for searching for an individual employee or group of employees. To generate a list, enter selection criteria in the desired fields, and then click Search. |
List | Displays the employees found in a search. To access the paid-to-date information for an employee, select the employee, and then click Accept to advance to the Detail section. |
Detail | Displays Class, Paid To Date, Contract Limit, and Contract Balance fields for changing pay rate information for the selected employee. |
Fields and descriptions
Fields | Description |
|---|---|
Class | Defaults the job class from the employee's primary rate. If desired, you may enter the job class of a secondary rate. You can only enter a class that is assigned to one of the employee's rates. |
Paid To Date | Defaults the paid-to-date amount for the job class selected. You may change this value as needed. If needed, enter the new amount, and press <Tab> or click Accept to save your entry and return to the List section. |
Contract Limit | Displays the contract limit from the relevant pay rate. This value can only be changed in the pay rate itself. For details, refer to Employee Pay Rates page. |
Contract Balance | Displays the balance of pay remaining based on the following equation: Contract Limit - Paid To Date |