This article will walk you through how to find the Paylocity Earnings Codes that will be used in Deputy for the Pay Rate and Leave Rules Export Codes. Although Paylocity has Deduction, Tax, and Earnings Codes, this setup only uses Earnings Codes. Paylocity DET Codes ensures that employees are properly paid for the time they worked as well as the time they have off for vacation, sick time, etc. If the Paylocity DET Codes do not match Deputy Pay Rates and Leave Rules, employees will not be properly paid.
This article is divided into three sections.
- Find Paylocity Earnings Codes
- Find Deputy Pay Rates
- Find Deputy Leave Rules
Important Notes:
- Deputy Pay Rates:
- The Deputy Pay Rates-Export Codes need to match to an Earnings DET Code in Paylocity.
- See Sections 1 and 2 for instructions.
- The Deputy Pay Rates-Export Codes need to match to an Earnings DET Code in Paylocity.
- Deputy Leave Rules:
- The Deputy Leave Rules-Export Code need to match to an Earnings DET Code in Paylocity.
- See Sections 1 and 3 for instructions.
- The Deputy Leave Rules-Export Code need to match to an Earnings DET Code in Paylocity.
Section 1: Find Paylocity Earnings Codes
- Step 1: Log in to Paylocity. On the main menu, select Configuration. Then, select Company Setup.
- Step 2: On the sub-menu, click the Payroll tab.
- Step 3: You should be taken to the Earnings page. You will see a table that contains the Code, Description, Earn Type, etc. for each Earnings type. The values in the Code column will be used as the Export Code values in Deputy for both Pay Rates and Leave Rules found in Sections 2 and 3.
Section 2: Find Deputy Pay Rates-Export Code
- Step 1: Log in to Deputy.
- Step 2: In the main menu, select Timesheets. Then, select Export Timesheets.
- Step 3: Near the top left of your screen, select a date range by first clicking the down arrow to the right of the listed dates. Then, click Select Date Range. Choose the first and last dates in the range on the two calendars as shown in the screenshot below. Then, click the Done button. (Note: Make sure to select a large enough date range that will include all Pay Rates.)
- Step 4: In the top left, select Select All.
- Step 5: In the sub-menu located near the center of your screen, select Group by Pay Rate.
- Step 6:You will need to update the Export Code column to match the Paylocity Earnings Codes being used. The updated Export Codes in Deputy need to match an Earnings Code found in Paylocity from Section 1.
Section 3: Find Deputy Leave Rules-Export Code
- Step 1: Still in Deputy, click the down arrow to open a sub-menu. This is located near the top right of your screen. Then, click Business Settings.
- Step 2: The Business Settings pop-up window will appear. Click the Leave Tab.
- Step 3: Once on the Leave Tab, click the Leave Rules link.
- Step 4: The Leave Rules pop-up window will appear. Under the Export Code column, you will see the Leave Rules that are being used in the workflow. The customer will need to make sure all Paylocity Earnings Codes being used match the Export Codes in Deputy.
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