HQ Earn Types
Company Tracker action: implementation-setup-hq-earn-types
Milestone: Headquarters / Module Setup (core_milestone_id=2)
Order: 11
Estimated duration: 0.5 hours
Typical owner: Payroll
Purpose
Define the all-company earn type master that groups PR earning codes for payroll integration and labor cost distribution.
Prerequisites
- Company exists; payroll earning structure known enough to group related pay for GL mapping.
- Understand consumer chain: PR Earnings Codes → HQ Earn Types → GL expense mapped on PR/JC/EM Department forms (not on HQ Earn Types itself). Do not invent Stage 4/GL account lists here.
- Prefer one-to-one PR earning code ↔ HQ earn type when clearest tracking is the policy.
Vista configuration article
See the detailed Vista guide:
Field meanings and form steps live there. Do not restate them on this page.
Implementation guidance
- Earn types group related pay (regular, overtime, double time, salary, and so on) so they can share GL account mapping downstream.
- Consumer chain: PR Earnings Codes → HQ Earn Types → GL expense on PR/JC/EM Department forms. The HQ form does not assign GL accounts.
- Sequencing policy: create earn types for each GL grouping needed, assign PR earning codes to those types (or document the assignment plan for PR setup), then map earn types on department forms outside this action.
- Prefer one-to-one PR earning code ↔ HQ earn type when clearest tracking is the policy. Avoid grouping unrelated pay under the same earn type.
- Part of the payroll cluster with Liability Types and Insurance Codes.
- Gotcha: misassigned earn types send payroll expense to the wrong accounts. Review department-level GL mappings carefully.
Done when
- Earn types required for the client's GL groupings exist.
- PR earning codes are assigned to those earn types (or assignment plan documented for PR setup).
- Team knows department-level GL mapping is the next consumer step (outside this action).