Auto Distribution

Auto distribution automatically distributes hours and earnings for an employee or independent contractor using existing labor assignments and/or jobs set up at the Company level.   

For employees who have set schedules, auto distribution saves time when entering payroll information in Pay Entry. If there are exceptions to an employee’s regular schedule, auto distributions can be blocked for a pay period and manual distributions can be entered.

Set Up Auto Distributions

Before setting up auto distributions for an employee, you must set up the labor assignments and/or jobs you want to distribute an employee’s hours to. Labor assignments and jobs are set up for your company in the Job Costing and Labor Distribution views in Company.

1. Select an existing employee or independent contractor.  

   All applicable views of the worker set up must be completed before you can set up their auto distributions.

2. Go to the Employment panel in the Employment view in People. Scroll down the panel to find auto distributions.

   • If auto distribution is not used, None displays in the field.

   • If auto distribution is used, Distributed displays in the field.

3. Click  to edit auto distribution. The Job Costing/Labor Auto Distribution screen displays.

4. A data table allows you to add a new distribution record for the employee. Click to add another line to the list.

5. Select the Labor Assignment distribution and/or job.

6. Select one of the following:

   • If you subscribe to Labor Distribution, you must select a labor assignment for the distribution.

   • If you subscribe to Job Costing without Labor Distribution, you must select a job for the distribution.

   • If you subscribe to both, you must select a labor assignment for the distribution.

7. Enter a percentage for the Auto Distribution Allocation. When auto distributions are used in Pay Entry, the percentages you enter allocate the hours worked in Pay Entry to the distributions you specified.

   The Auto Distribution Allocation percentages must equal 100% if the Labor Distribution product is used. The percentages do not have to equal 100% if the Job Costing product is used alone.

8. State tax is optional information that can be associated to a distribution. Assigning a state tax to a distribution may be useful in situations where employees are working in more than one state. When auto distributions are used in Pay Entry, the distributions use the associated state tax. This ensures the appropriate state tax amount is deducted based on the number of hours worked in each state.
   
   To associate a state tax with a distribution, select the state tax from the drop-down menu. The state tax must first be set up in Withholding & Taxes in Company for the tax to be available
   

   The State Tax must be set up on the employee in the Withholding & Taxes view in People to calculate the tax.

9. Local tax is optional information that can be associated to a distribution. Assigning a local tax to a distribution may be useful in situations where employees are working in more than one municipality. When auto distributions are used in Pay Entry, the distributions use the assigned local tax. This ensures the appropriate local tax amount is deducted based on the number of hours worked in each municipality.
   
   To associate a local tax with a distribution, select the local tax from the drop-down menu. The local tax must first be set up in Withholding & Taxes in Company for the tax to be available.
   

   The Local Tax must be set up on the employee in the Withholding & Taxes screen in People to calculate the tax.

10. Click SAVE.

Remove Auto Distributions

To remove all auto distributions, click in the header, then select Remove Auto Distribution Collection.  
If you want to delete one distribution, click , then select SAVE.