Note: Schedules that already exist on employee records are not affected by changes made to the schedule on deductions in Configuration. Each schedule on an employee record must be changed manually.
 
  • If employees do not already have the deduction on their record:
    1. In Configuration, create the custom schedule, including the specific dates for the deduction
    2. Save and close the schedule
    3. In Configuration, click Deductions
    4. Open the appropriate deduction, and select the Schedule Tab
    5. Select the Deduct only in periods with specific end dates option
    6. Click Load schedule
    7. Click Find now, and choose the custom schedule created in step 1
    8. Save and close the deduction
    9. Open an employee to receive this deduction in their payroll calculations
    10. Select the Compensations/Deductions tab
    11. Click New Deduction
    12. On the Deduction tab, select the deduction with the custom schedule
    13. Select the Schedule tab and distribute the amount appropriately
    14. Click OK
    15. Save and close the employee record
  • If Employees already have the deduction on their record with the old schedule:
    1. Create the custom schedule, including the specific dates for the deduction
    2. Save and close the schedule
    3. Open the employee record
    4. Select the Compensations/Deductions tab
    5. Select the deduction to change and click Open
    6. Select the Schedule tab
    7. Select the Deduct only in periods with specific dates option
    8. Click Load Schedule
    9. Click Find now, and choose the custom schedule created in step 1
    10. Distribute the amount
    11. Click OK
    12. Save and close the employee record