Disbursement rules
Security
Built-in filters
Disbursement rules define how an employee's check is disbursed. A disbursement rule determines the disbursement method (printed check or direct deposit) and how the disbursement amount is calculated ("Amount", "Percent", "Group", "Remainder", "Deduction"). The calculation for the last disbursement rule on a pay check must be a remainder-type calculation. If there is only one disbursement rule on a pay check, it must be a remainder-type calculation. Disbursement rules correspond to a disbursement set which designates the payroll run and the effective dates of the disbursement set. Disbursement rules are only applied when an employee's check is created by processing a payroll run.
An employee's disbursement rules are defined in the Disbursement Rules table on the Disbursement tab of the employee record.
To view all disbursement rules, highlight the Payroll/Human Resources > Employees > Disbursement Rules folder and view them in the HD view. Drilling down on a disbursement rule in the HD view opens the employee record to the Disbursements tab with focus on the disbursement rule you clicked on.
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Employee disbursement rules security
Common accesses available on employee disbursement rules
| Change
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Use the mass change action on employee disbursement rules. |
| Data
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Have read-only access to employee disbursement rules from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete
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Delete employee disbursement rules. |
| Edit
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Edit employee disbursement rule records. |
| Read
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Have read-only access to employee disbursement rule records. |
| Report
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Run reports with employee disbursement rule information. |
| Report Designs
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Create and edit report designs with employee disbursement rule information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers
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Create and edit action profiles and report profiles related to employee disbursement rules. |
| Shared Filters
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Create and edit shared filters on employee disbursement rules. |
| Visible
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View the Disbursement Rules folder in the Navigation pane. |
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Disbursement rules filters
The following built-in filters are available for disbursement rules:
| ? Employee Code
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Prompts for an employee code and lists distribution rules for employees with an employee code that contains the specified search string. |
| ? Employee Name
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Prompts for an employee name and lists distribution rules for employees with a name that contains the specified search string. |
| Current Employees
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Lists distribution rules for current employees. |
