Overview
This article is for Partners who need to implement Certified Payroll functionality in isolved. It explains how to configure labor fields, labor tables, accumulators, fringe benefits, earnings, client-level pay items, and related setup so users can enter employee hours by date, work classification, or project.
Note: For additional background, refer to the Certified Payroll User's Guide in the University.
How to configure certified payroll
Add labor fields
Add a labor field called Date
Check Is Validated Field
Check Allow in Time Entry
Select Date from the drop-down menu
Add a labor field called Work Classification
Check Is a Validated Field
Check Allow Employee Default Value
Check Default Home Value
Check Allow in Time Entry
Select Work Classification from the drop-down menu
Add a labor field called Project
Check Is Validated Field
Check Allow in Time Entry
Select Project from the Certified Payroll Code drop-down menu
Set GL options
Set GL Account Sequence to 1
Set GL Key Priority to 1
Build the labor table
For the Date labor code, no labor table values are required
Add a labor table record for each Work Classification Code and Description
Important: Because Work Classification is a validated field, it must be added to the Labor Table before it can appear in payroll entry.
Add a labor table record for each Project Code and Description
Important: Because Project is a validated field, it must be added to the Labor Table before it can appear in payroll entry.
Review accumulators
Review the Regular and Overtime accumulators
Confirm all related earnings are pulling to the correct accumulator
Update the accumulator assignments if needed
Set up fringe benefits
Set up fringe benefits in the Certified Payroll report
Refer to the Auto-Calculate Certified Fringe Earnings article in the University for the fringe earnings setup process
Add system earnings
Add a paid or unpaid earning, based on the client’s request
Use the proper Vertex code
Set the calculation method to Entry of Hours or Dollars
Refresh system data
Click Refresh System Data Cache
Add client-level earning or memo items
Add the Pay Item
Add the Calculation Parameters for the fringe benefit calculation
Add a custom accumulator
Accumulator Code must be Certfringe
Select the earning or memo added to the client
Review the Time Entry Grid
Review the Time Entry Grid to confirm the setup is accurate
Verify hours can be entered by Date, Work Classification, or Project
Confirm the labor fields and accumulator behavior match the client’s intended payroll process
Scheduled Certified Payroll Report
Confirm the Scheduled Certified Payroll Report is set up as needed
Test the report after setup to verify the correct labor and earnings data flows through
Reporting / troubleshooting / best practices
If labor fields do not appear in time entry:
Confirm the field is marked Validated and Allow in Time Entry
Confirm the labor code exists in the Labor Table when validation is required
If certified payroll earnings do not calculate correctly:
Verify Regular and Overtime accumulators are mapped to the correct earnings
Confirm the Vertex code and calculation method are correct
If fringe amounts do not appear:
Review the client-level pay item and the Certfringe custom accumulator
Confirm the calculation parameters were added
Best practice: Run a test payroll and a sample certified payroll report after setup to validate the full workflow
Tip: Validate the Time Entry Grid before go-live so payroll users can confirm fields and totals early.
FAQs
What does certified payroll functionality allow users to do?
It allows users to enter employee hours by Date, Work Classification, or Project.
Do I need labor table values for the Date labor code?
No. The Date certified payroll code does not require labor table values.
What accumulator code is required for the custom certified fringe accumulator?
The required accumulator code is Certfringe.
What calculation method should be used for the system earning?
Use Entry of Hours or Dollars with the proper Vertex code.