Define Work Categories

Objective

The Define Work Categories function is used to configure basic elements (vacation rate, vacation processing types, and accounts to be used if there are no configured fringe benefits) necessary to produce a payroll in maestro*. The work category is equivalent to a grouping of employees with common particularities.

It is possible to delete a work category if it is not connected to an employee. It is however not suggested to delete a work category if there is a payroll history.

 

Prerequisites

• Government Tables (province)
• Define Committees
• Chart of Accounts

 

Icons

Only the non-self-explanatory icons or those with special features are defined in the table below.

 

Icon	Title	Used to
	Print (CTRL + P)	Print the form, list, or generator.
	Documents	Access Document Management.
	Default Bonuses and Deductions	Access the Bonuses and Deductions grid.
	Form Configuration	Access the Form Configuration by Table.
	Configuration	Configure the different work category options. NOTE: These configurations are saved by user.

 

STEPS

Defining a Work Category

maestro* > Time Management > Maintenance > Payroll > Define Work Categories

 

1. Enter the required information:

Fields followed by the * character are mandatory fields.

 

Field	Description
Code	Work category code. NOTE: A number is assigned automatically by maestro* when the record is saved. However, it is possible to enter one manually.
Name*	Name of the work category used to identify the category in maestro*.
Description	Description of the work category printed on the pay slip.
Province*	Working province for the work category. NOTES: The province codes must be created using the Government Tables option. Available with Canadian payroll only.
Committee*	Committee to which the work category belongs.

2. Enter the required information in the Main Fields tab:

Field	Description
Statutory Holiday Pay Rate	Percentage of the statutory holiday amount to be calculated for payroll. NOTE: The CCQ no longer uses this rate for statutory holidays (sectors 1 to 5).
Vacation	Percentage of the vacation amount for the work category on payroll calculation. NOTE: You can enter a vacation percentage for sector 0 (not controlled) and sectors 1 to 5.
Vacation Pay Method	Calculation method for your vacation pay deduction system. Available values: 0 - Normal Vacation Pay is calculated based on the rate entered here or in Employee Management. A vacation provision is added to the gross salary for the calculation of taxes and is then deducted from the salary. This provision is managed by the company. 1 - Immediate Vacation pay is calculated based on the rate entered here or in Employee Management. The vacation pay is taxed and added directly to the employee paycheck. 2 - Deduction Vacation Pay is calculated based on the rate entered here or in Employee Management. The vacation pay will be taxed, but it will be deducted from the employee paycheck and accrued by the company for payment at a later date. NOTE:The vacation pay will be paid to the employee without deduction for taxes as the taxes were already paid by the employee when the vacation pay was earned. 3 - Committee Vacation Pay is calculated based on the rate entered here or in Employee Management. NOTES: If the employee works for a union and there is a vacation pay rate in the Union Management, this rate has priority on rate entered in category or Employee Management. In Québec, this amount is managed by the CCQ. This amount is included in the CCQ Report.
W/C - CSST Rate	W/C - CSST contribution rate. NOTE: This rate applies to all employees who belong to this category. If an employee has a different rate, he or she must be managed using the employee's record. If an employee has two W/C - CSST rates, we recommend managing the different rates in the W/C - CSST column by activity, using the Enter Hours option.
Additional Burden	Deduction percentage for another amount. NOTE: For example, Bill 90, the Manpower Training Program, for applying a percentage to the payroll. To activate this field, a general ledger account must be entered in Configuration, in the Other Provision Account field.
By default, hours are from	Determines the source of hours for payroll. Available values: File This field tells maestro* that hours from the employee record will be used for payroll calculation. Project This field tells maestro*that hours from hour entry for the project will be used for payroll calculation.
Subject to Labour Standards	Indicates that the work category is subject to labour standards if the box is checked. NOTE: This field affects the T4 summary report for the calculation of labour standards contributions. Available with Canadian payroll only.
Electrician/PBB	Determines that employees belonging to the work category are eligible for the PBB (Declaration of wages for Régie du Bâtiment) if the box is checked. NOTE: Available with Canadian payroll only.
To balance the complete payment of vacation pay (Project, Activity, Group)	Used when Complete payment of vacation is specified in Hours Management. NOTE: Maestro* adds a transaction to the specified project to balance the payroll with benefits when they are reconciled. Taxable Vacation Bonus If applicable, enter the taxable vacation bonus account to balance the complete payment of vacation pay. Non Taxable Vacation Bonus If applicable, enter the non-taxable vacation bonus account to balance the complete payment of vacation pay. Overtime Calculation Code If applicable, enter the code for overtime calculation to balance the complete payment of vacation pay.
Code for Regular Time, Overtime and Double Time	Information used only with the CERIDIAN US interface.

3. Enter the required information in the Category Accounts tab:

Field	Description
Statutory Holiday Pay	General ledger account to which statutory holiday pay expenses are posted. NOTE: If the field is empty, maestro* uses the account specified in Configuration.
Bank for Direct Deposits	General ledger used for salaries paid by direct deposit. NOTE: If the field is empty, maestro* uses the bank account specified in Configuration.
Bank for Cheques	General ledger used for salaries paid by cheque. NOTE: If the field is empty, maestro* uses the bank account specified in Configuration.
Gross Pay*	General ledger account to which gross earnings expenses are posted.
Fringe Benefits*	General ledger account to which fringe benefit expenses are posted.
W/C - CSST*	General ledger account to which W/C - CSST expenses are posted.
Vacation Pay Expense	General ledger account to which vacation pay expenses are posted.
Vacation Pay Payable*	General ledger account to which vacation pay to be paid is posted. NOTE: If the field is empty, maestro* uses the GL account specified in Configuration.
Registered Pension Plan (RPP) Expense	General ledger account in which expenses for pension plan contributions are calculated. NOTE: If the field is empty, maestro* will use the account specified in the Fringe Benefits field.

4. Enter the required information in the Pay Stub tab:

Field	Description
Value on Stub	The contribution amounts printed by default on employees' cheque stubs. NOTES: Entering a new value (variable) removes the default values. All of the values to be printed must therefore be entered. The default values are: Worked Hours, Vacation Calculated, Tax Ben (Prov), Tax Ben (Fed), Pension Plan and Accumulated Advances. If a cumulative amount is zero or less, the amount is not included on the pay stub. The amounts shown on the pay stub are the values from the current pay and cumulative values if the Print Other YTD’s field in the Print Cheques section in Configuration for payroll is checked. Otherwise, the values displayed are those for the current pay. Available values: Advance Pay Prints advance pay. Banked Hours Prints the number of banked hours. NOTE: Total hours entered with the hours in Z - Bank if Banked Hours Management is enabled. Employee Rate Prints the employee rate. Group Ins. Bonus – Fed. Deduct. Prints the group insurance bonus federal deduction amount. Group Ins. Bonus – Prov. Deduct. Prints the group insurance bonus provincial deduction amount. Hourly Rate Prints the hourly rate. Non-Tax Bonus Prints the non-taxable amount of a bonus federal and provincial. Non-Tax. Bonus (Fed.) Prints the amount of all bonuses with type 3-APS and 5-AP. Non-Tax Bonus (Prov.) Prints the amount of all bonuses with type 2-AFS and 4-AF. Paid Hours Prints the number of hours paid. Pension Plan Prints the amount (employer portion) from the pension plan. Seniority Hours Prints the number of hours to calculate seniority. NOTE: Information from the Cumul. Hours Worked field in Employee Management – Payroll. Tax Ben (Fed). Prints a cumulative amount for the federal taxable benefit. Tax Ben (Prov) Prints a total amount for provincial taxable benefits. Vacation Calculated Prints the vacation amount. Worked Hours Prints the number of hours worked.
Bonus to print on pay stub	The bonus amounts printed by default on employees' pay stubs. Prints bonus amount or quantity, depending on selection, on the pay stub. NOTE: Up to 5 bonuses may be indicated on the pay stub.

5. Click Save.

 

See also

• Enter Hours
• Configuration – Payroll
• Hours Management
• How to: Managing CCQ Banked Hours
• How to: Configuring the Worker Compensation for the Canadian Payroll

 

Last modification: September 19, 2024