Employees → Employment → Detail tab
The Heartland Payroll system can store additional employee information, such as a Full or Part-Time status, along with notating if they are exempt or non-exempt employment types.
Why update my employee’s employment information?
- Keeps a detailed record of employment history.
- Assists you in Equal Employment Opportunity (EEO) and Work Opportunity Tax Credit (WOTC) history for employees.
- Employment status assists with reporting applicant tracking and Affordable Care Act (ACA) systems.
Adding New Employment Details
To update the employee information, select the blue Add Detail button to begin.
We recommend that you use the Add Detail option when updating employment information. Adding a new detail each time will make the records more comprehensive with effective dates, and you can locate the changes easily when auditing employment.
Employee Detail Selections
Employees → Employment → Detail tab → Add Detail button
Effective Date: Date this information became applicable to the employee.
Employment Category: Default options are Full-Time and Part-Time. Contact your Payroll Support Team to have additional categories added. For ACA purposes and Ease integration, only Full and Part-Time categories are accepted.
Statutory Employee: Toggle to Yes. If workers are independent contractors under the common law rules, they may be treated as employees by statute (statutory employees) for specific employment tax purposes if they fall within one of four categories.
IRS Site - Statutory Employees
Qualified Pension Plan: Toggle to Yes for an employer-sponsored retirement plan that meets the requirements of the Internal Revenue Code, making it eligible for tax benefits.
Highly Compensated: The IRS defines a highly compensated employee as someone who meets two specific employment criteria.
IRS Site - Highly Compensated Employee
Corporate Officer: Toggle to Yes, if applicable.
ACA Exempt: Toggle to Yes, if applicable.
Ownership Percent: (optional) For recordkeeping.
Change Reason: You can request custom change reasons to be set up from your Payroll Support Team (optional)
Create ‘Change in Employment Category Change’ Life Event record: Allow the default option.