Payment options can be specified for a comp worksheet on a company comp worksheet template, an assignment comp worksheet template and on the compensation worksheet itself. Payment options can drive which party is responsible for making payments, a percentage or fixed amount in each location, what currency the payment should be made in, and how an employee should be paid.

Note: Payment options vary between compensation worksheet methodologies

The "Do Not Create Transactions" checkbox drives whether or not transactions will be created from a compensation worksheet when the user selects "Process & Create Transactions" on the compensation worksheet or creates a Compensation Worksheet Transaction Batch. The line item will appear on a compensation worksheet report whether the checkbox is checked or not.

Note: This field will have no effect if your business process does not include creating accounting transactions from compensation worksheets.

The Split Payment options in the drop down list are populated based on the Compensation Process Methodology chosen. The purpose of the payment option is to determine what amount is allocated to Primary and Secondary payroll systems or home and host locations (based on methodology).

Allowance Methodology

The allowance methodology allows for split payment between home and host locations. When reporting payment requests through the payroll reporting screen, the allowance payment request report should be selected for the assignment’s primary payroll system. All payment requests or accounting transactions will appear on this report regardless of home or host payment location.

Split payment options are as follows:

Home Country Fixed Amount

Home Country Percentage

Host Country Fixed Amount

Host Country Percentage

Host Country Fixed Amount in 3rd Currency

Host Country Percentage in 3rd Currency

Ex 1. Foreign Service Premium 3000 USD

Amount in Home Currency 3000.00 USD
Exchange Rate 0.5082
Amount in Host Currency 1524.60 GBP

Split Payment Option: Host Country Percentage (50% in Home - 50% in Host)

​ Home Country

Payment Amount 1,500.00 USD

Host Country

Payment Amount 813.60 GBP

Note: Accounting transactions will look exactly like the payment amounts above and will be reported to the primary payroll system through the payroll reporting screen through use of the "allowance payment requests" payroll type.

Total Compensation Methodology

Using this methodology will allow you to run payroll by payroll system and have split pay payment requests reported by payroll system. Reporting payment requests by payroll system is available through the Comp Worksheet Payroll Reporting screen.

Ex 1. Foreign Service Premium 3000 USD

Amount in Home Currency 3000.00 USD
Exchange Rate 0.5082
Amount in Host Currency 1524.60 GBP

Split Payment Option: Percentage in Secondary Location (50% in Home - 50% in Host)

Secondary (US Payroll)
​ Home Country
​

Payment Amount 1,500.00 USD

Primary (UK Payroll)
Host Country

Payment Amount 762.30 GBP

Accounting transactions for the total compensation methodology would be as follows:

Secondary payroll

1500.00 USD

Note: The payment system selected for this amount will determine if the primary or secondary payroll system is responsible for making payment. If "primary payment request" is selected, then the transactions can be reported through the primary payment request report type for the primary payroll system. If "secondary payment request" is selected, then the transactions can be reported through the "secondary payment request" report type for the secondary payroll system.

Primary payroll

1524.60 GBP

-762.30 GBP

Note: This will always include a 100% of total wages record. In the cases where an amount is being paid in the secondary location, a payment request deduction amount will be sent to the primary payroll system as well. The sum of both records is the payment request to the primary payroll system.

Ex 2. Foreign Service Premium 3000 USD

Amount in Home Currency 3000.00 USD
Exchange Rate 0.5082
Amount in Host Currency 1524.60 GBP

Split Payment Option: Percentage in Secondary Location (100% in Home)

Secondary (US Payroll)
​ Home Country

Payment Amount 3,000.00 USD

Primary (UK Payroll)
Host Country

Payment Amount 0.000 GBP

Accounting transactions for the total compensation methodology would be as follows:

Secondary payroll

3000.00 USD

Primary payroll

1524.60 GBP

-1524.60 GBP

Ex 3. Foreign Service Premium 3000.00 USD

Amount in Home Currency 3000.00 USD
Exchange Rate 0.5082
Amount in Host Currency 1524.60 GBP

Split Payment Option: 100% in Primary Location (100% in Host)

Secondary (US Payroll)
​ Home Country
​

Payment Amount 0.00 USD

Primary (UK Payroll)
Host Country

Payment Amount 1524.60 GBP

Accounting transactions for the total compensation methodology would be as follows:

Primary payroll

1524.60 GBP

Communicating instructions to payroll can be done every pay period or can be done only when payment amounts change (Good until cancelled). When communicating every payment instruction, payroll systems will not make a payment unless instructed to do so. In this scenario, Compensation Worksheet line items that are no longer to be paid don’t need any special handling. In a “Good until cancelled” scenario, the payroll systems need to be notified to stop payments. The default behavior of Compensation Worksheet transaction creation is to not create zero amount transactions. In order to create zero amount transactions, select “Create Zero Amount Transactions” at the Compensation Worksheet level. This setting can be made at the Company and Assignment template levels as well.

Allowance Methodology

There are no payment request options for the allowance methodology; instead a payment system field is available for determining if payments should be made by AP, Payroll, etc. The accounting transactions could be created for both home and host, but by default will be in the same file.

Note: Custom reports could be created to split the data in this file by payment system or home/host location.

Total Compensation Methodology

The payment request designation is available for payments to be made in the secondary location. The payment request field determines who is responsible for making the payment.

Secondary Payment Request

When secondary payment request is selected, then transactions are generically available for reporting by the secondary payroll system with the secondary payment request report.

Primary Payment (Wire) Request

When primary payment request is selected, then transactions are generically available for reporting by the primary payroll system with the primary payment request report.

This report (payment request option) could also designate that a group of payments need to be wired to a secondary location by the primary payroll location.

Whether or not a comp worksheet or one of its parts (line item amounts or payments to home or host) has changed is tracked in the system.

Note: Each of these differences can be reported through the user report writer. As of today, the only standard report to note differences between periods is the compensation worksheet periods report.

Changes to a compensation worksheet since the last calculation period can be seen on the compensation worksheet list screen in the “Same as Prior” column.

Navigation: Assignments Tab

Compensation menu group

Compensation Worksheets menu

Changes to a compensation worksheet line item since the last calculation period can be seen on the compensation worksheet screen in the “Same as Prior” column.

Navigation: Assignments Tab

Compensation menu group

Compensation Worksheets menu

Select to View/Edit one of the comp worksheets

Changes to a compensation worksheet payment since the last calculation period can be seen in the payment instructions section of a compensation worksheet line item (denoted by the Changed text by location).

Navigation: Assignments Tab

Compensation menu group

Compensation Worksheets menu

Select to View/Edit one of the comp worksheets

Select to View/Edit one of the comp worksheet line items