When budgeting Actual Income for the month, the calculation must be completed off-system. However, the Average Calculator is used to capture the data for actual income amounts received. See the steps under Adding Income for help navigating to the Income Detail page.
For detailed steps on budgeting actual income when modifying an existing record for ending employment, see Modifying Income from Earnings - Non-Medical.
From the Income Detail page
Select the Name of the consumer receiving the income from the drop-down menu.
Select the income Type from the drop-down menu. See KEES Non-Medical Income Values for more information.
Select the Frequency the income is received from the drop-down menu.
Click the Select button under Name of Business. The Select Employment page displays.
Click the radio button beside the correct Employer then click the Select button. The Income Detail page displays.
NOTE: If no Employer is entered on the Employment List/Detail page, click the Add button to complete the Employment Detail page. On the Employment Detail page complete only the required fields. Enter the Consumer Name, the Category of employment, the Employer name (use the text box not the Select button), and the Verified value. Click the Save and Return button. The Income Detail page displays.
In the Income Amounts section, select Non-Medical from the Display by Program Type drop-down menu. The Add button dynamically displays.
Click the Add button. The Income Amount Detail page displays.
If using:
A single reported amount, enter it in the Reported Amount field (if applicable for the type of earnings) on the Income Amount Detail page. Proceed to STEP 12.
Employer Statement, enter the hours in the Hours field. Enter the hourly wage in the Hourly Wage field. Click the Add button. Proceed to STEP 10.
Paystubs, enter the date the payment/check was received in the Date Received field in the Average Calculator section. Enter the gross amount for the first payment/check being used in the eligibility determination in the Amount field. Enter the hours in the Hours field. Enter the hourly wage in the Hourly Wage field.
NOTE: If the Hours are not whole enter the decimal value do not use standard rounding logic.
NOTE: If a paystub includes regularly received Bonus, Tips, and/or Commission, this amount should be included in the total Amount of the corresponding paystub in the Average Calculator. If sporadic Bonus, Tips, and/or Commission is received, it should be recorded on a separate record with the appropriate Income Type and Frequency.
Click the Add button in the Average Calculator to add additional paystub information.
When all payment/check amounts have been entered, manually calculate the actual income amount off-system by adding the payment/check amounts together.
Enter the manually calculated amount in the Reported Amount field.
Enter the Begin Date using the <mm/dd/yyyy> format or the calendar icon.
For new employment, use the date the first paycheck is received.
For ending employment, use the first day of the month. Enter an End Date of the date the last paycheck is received, using the <mm/dd/yyyy> format or the calendar icon.
Verify the information by selecting a value from the Verified drop-down menu.
Select the Source for the verification from the drop-down menu.
Click the Save and Return button. The Income Detail page displays.
If no additional Income Amounts are required for the record, proceed to STEP 16.
For new employment, if the income is to be ongoing for the same employer, another Income Amounts record is needed to budget prospective income.
Click the Add button. The Income Amount Detail page displays.
If using:
A single reported amount, enter it in the Reported Amount field (if applicable for the type of earnings) on the Income Amount Detail page. Proceed to STEP 12.
Employer Statement, enter the hours in the Hours field. Enter the hourly wage in the Hourly Wage field. Click the Add button. Proceed to STEP 10.
Paystubs, enter the date the payment/check was received in the Date Received field in the Average Calculator section. Enter the gross amount for the first payment/check being used in the eligibility determination in the Amount field. Enter the hours in the Hours field. Enter the hourly wage in the Hourly Wage field.
NOTE: If the Hours are not whole enter the decimal value do not use standard rounding logic.
NOTE: If any paystubs are not representative select No in the Count in Average drop-down menu. This field is defaulted to Yes.
NOTE: If a paystub includes regularly received Bonus, Tips, and/or Commission, this amount should be included in the total Amount of the corresponding paystub in the Average Calculator. If sporadic Bonus, Tips, and/or Commission is received, it should be recorded on a separate record with the appropriate Income Type and Frequency.
Click the Add button in the Average Calculator to add additional paystub information.
When all payment/check amounts have been entered, click the Calculate button.
Click the Use button. The calculated income amount populates in the Reported Amount field.
Enter the Begin Date using the <mm/dd/yyyy> format or the calendar icon. This date should be the first day of the first month the income should be used in the budget.
Verify the information by selecting a value from the Verified drop-down menu.
Select the Source for the verification from the drop-down menu.
Click the Save and Return button. The Income Detail page displays.
Click the Save and Add Another button to add additional Income from Earnings. Otherwise, click the Save and Return button. The Income List page displays.