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HQ Liability Types

Company Tracker action: implementation-setup-hq-liability-types Milestone: Headquarters / Module Setup (core_milestone_id=2) Order: 9 Estimated duration: 0.5 hours Typical owner: Payroll

Purpose​

Define the all-company liability type master used for payroll liability tracking and PR integration.

Prerequisites​

  • Company / database context exists (liability types are an all-company master used by PR).
  • Know which liability type buckets PR needs early (for example federal/state withholding, FICA, Medicare, 401(k), health, garnishments) so PR Deduction/Liability setup is not blocked.
  • Understand consumer chain: type assigned later on PR Deduction/Liability; GL expense mapping later on PR/JC/EM Departments by liability type. Do not invent Stage 4/GL content here.

Vista configuration article​

See the detailed Vista guide:

HQ Liability Types

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

  • This form defines type codes and descriptions only. Assignment happens later on each PR Deduction/Liability record.
  • GL expense mapping for liability types is configured on PR/JC/EM Departments by liability type after types exist. JC Liabilities Template can treat each type differently when costing to jobs.
  • Part of the payroll cluster with HQ Insurance Codes and HQ Earn Types. Complete these together for coherent PR integration.
  • Gotcha: wrong type assignments misclassify payroll liabilities and break GL mapping, job costing distribution, and reporting.

Done when​

  • Required liability type codes exist with clear descriptions.
  • Team knows assignment happens on PR Deduction/Liability records, not on this HQ form.