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Example of Banked Overtime Paycode in Canadian Payroll
The article illustrates how to set up a banked overtime pay accrual in Canadian Payroll with the calculation based on Units in Microsoft Dynamics GP.
theley, cwaswick
03/20/2024
sap:Payroll

Example of Banked Overtime Paycode in Canadian Payroll

This article introduces an example of Banked Overtime Paycode in Canadian Payroll in Microsoft Dynamics GP.

Applies to:   Microsoft Dynamics GP
Original KB number:   2003424

  1. Here's the BOT 'banked pay code' setup using a Paycode Applied by Units method. You can also see the REG hourly income pay code.

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/bot-banked-pay-code.png" alt-text="Screenshot of a BOT banked pay code setup and the REG pay code.":::

  2. Here's the employee test2 that's created to test with:

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/payroll-employee-example.png" alt-text="Screenshot of the Payroll Employee test2 setup.":::

  3. When you select the Control button on the Employee Maintenance window and you can see the following setup:

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/settings-details-of-employee.png" alt-text="Screenshot of the setting details of payroll employee control.":::

  4. Select the Paycodes tab and you will see below paycodes (REG, OT, and BOT) mapped to the employee:

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/paycodes-details.png" alt-text="Screenshot of the Payroll Employee Paycodes detail.":::

  5. Here are screenprints of each of these paycodes:

    Hourly: REG

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/income-paycode-reg.png" alt-text="Screenshot of the income paycode REG detail.":::

    Overtime code: OT

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/income-paycode-ot.png" alt-text="Screenshot of the income paycode OT detail.":::

    Banked Overtime: BOT

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/banked-paycode-bot.png" alt-text="Screenshot of the banked paycode BOT detail.":::

  6. Now you created a batch called 13: Make sure the batch type and pay periods per year match the employee.

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/payroll-batch-setup.png" alt-text="Screenshot of the Payroll batch 13 setup details.":::

  7. Go to the Payroll Quick Entry - Canada window and key a 9 hour transaction for one day at a rate of 25.00 using the REG hourly income pay code.

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/payroll-quick-entry-details.png" alt-text="Screenshot of Payroll Quick Entry details.":::

  8. Then go to Payroll Generate Overtime - Canada window and Generate Overtime for the batch:

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/payroll-generate-overtime.png" alt-text="Screenshot of the Payroll Generate Overtime - Canada window.":::

  9. Next go to the Payroll Calculate Batch - Canada window and Calculate the Payroll Batch:

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/payroll-calculate-batch.png" alt-text="Screenshot of the Payroll Calculate Batch - Canada window.":::

  10. Then go to Reports > Payroll-Canada > Transactions > Calculation Reports and select the Detail Advice Slips button and print to screen.

    [!NOTE] The BOT banked overtime code has a 1.00 unit record at 37.50, so all of the overtime is banked.

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/print-to-screen.png" alt-text="Screenshot of the detail advice slips screen output.":::

  11. Next go to Payroll Generate Cheques - Canada and select Generate Cheques:

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/payroll-generate-cheques.png" alt-text="Screenshot of the Payroll Generate Cheques - Canada window.":::

  12. Then go to Payroll Create Poster - Canada and select Create Poster File:

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/payroll-create-poster.png" alt-text="Screenshot of the Payroll Create Poster - Canada window.":::

  13. Then go to Payroll Update Masters - Canada and Send Poster To G/L and Update Masters with Current Payroll Data.

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/payroll-update-masters.png" alt-text="Screenshot of the Payroll Update Masters - Canada window.":::

  14. Next, go to Cards > Payroll-Canada > Employee, pull up the TEST2 Employee ID, and then select the Banked button. In the Payroll Banked Display window, select Overtime as the Banked Pay method. You should see the 1.00 unit entry against the BOT banked paycode:

    :::image type="content" source="media/example-of-banked-overtime-paycode-in-canadian-payroll/payroll-banked-display.png" alt-text="Screenshot of Payroll Banked Display details.":::