In order to loan supplemental earnings, you will need to know which labor category is configured for employee loan for your employees. Only one labor category is available for employee loan for each time entry plan. If you do not know which labor category to use to loan your employees, contact your system administrator.

Once you know which labor category to use, you can loan supplemental earnings simply by charging the supplemental earnings transaction to a code (in the loan-enabled category) that is assigned to the borrowing manager.

To loan supplemental earnings reported by one of your employees to another manager:

1. From the Time & Attendance menu, select Timecards.

   Note: If the Timecards option is not visible, make sure that you have selected Manager in the Role Selector.

2. At the top of the page, click the Supplemental Earnings link to open the Supplemental Earnings page.

   Tip: Supplemental Earnings link also appears on the Timecard Manager (single employee view only). If the Supplemental Earnings link is not visible, your company may not support supplemental earnings. Check with your system administrator.

3. Depending upon how your system is configured, an employee may have more than one Employee ID. Use the employee filter (), navigation ( and ), and/or lookup () buttons to select the employee whose supplemental earnings you want to charge to another manager.  

4. Use the date selection tools to specify the time period for which the supplemental earnings were reported.

   Tip: You can only edit transactions that fall within the current or next pay period.

5. On the row for the supplemental earnings transaction that you wish to charge to another manager, click the button in the column that has been configured for employee loan.

   Tip: The name of the employee loan labor category will vary by company. If you do not know which category to use, contact your system administrator.

6. In the lookup window, select the code to which you want to charge the employee's loaned time.

   Note: Each code in the employee loan category is assigned to only one manager. After you have charged a supplemental earnings transaction to a code that is supervised by someone else, you will no longer be able to edit the transaction, except to change the employee loan code.

7. If the Edit Reason field is visible and is blank, or if you want to change the value listed in this field, click the button and select an Edit Reason.

   Note: The Edit Reason will be associated with your edit in the edit audit trail. If the Edit Reason column is not visible, your default edit reason code (as specified on the Options page) will be used. If you have not specified a default edit reason code on the Options page, then your company's default edit reason code will be used.

8. If you want to include any additional information about the supplemental earnings transaction, click , enter your comments in the pop-up window, and click Done.

9. Click the Submit button.

   Tip: If the page does not refresh and display an "Operation Successful" message, move your mouse pointer over the icon for troubleshooting information. If the tooltip indicates "Edit Reason - value is invalid," click the Options link and select a default edit reason code, then return to the Supplemental Earnings page and click Submit again.

Notes:
Once you have loaned one of your employee's supplemental earnings to a labor category that is supervised by someone else, you will be able to view the supplemental earnings record, but you will no longer be able to edit it, except to remove the supplemental earnings from employee loan. To remove the employee loan, use the same procedure given above, but delete the value in the employee loan labor category (or change it to a category for which you are the designated manager). After you click Submit, you will again be able to edit the transaction.

Some companies make the employee loan labor category visible to employees. In this case, your employees can assign their supplemental earnings to the appropriate employee loan categories themselves.