Note: The Deduction must be created in Configuration before it can be added to an employees record.

 

  1. In Records, click Employees
     
  2. Open the Employee record on which to add the Deduction

     
  3. Select the Compensation/Deduction tab and click New Deduction

     
  4. In the Deduction ID/Description field, enter the deduction number or use the binoculars to locate a deduction.
     
  5. In the Effective dates field, select the dates for the deduction to be used.
     
  6. In the Rate field, select Amount, Percentage of gross, Percentage of net, or Percentage of disposable income as the method of calculating the amount paid for the deduction

     
  7. To add a start time restriction to the deduction, mark Start deducting when and select one of these options:
    • Hours-worked increments reach
       
    • Hours worked per period reach
       
    • Total hours worked reach
       
    • YTD annual gross reaches

    Enter the number of hours required in the field provided.
     
  8. To stop the deduction when the amount reaches a certain level, mark Stop deducting when deduction exceeds [ ] and select Amount, or Percentage of projected annual gross. In the field, enter the maximum amount for the deduction or the maximum percentage of gross pay allowed. [NOTE:  Depending on how it is set up, this might not stop the deduction at the exact amount specified.  For example:  if you are deducting $200/per period, and the deduction is set to stop when it exceeds $300, it will deduct a total of $400]
     
  9. Select the Schedule tab
     
  10. If a default schedule is not automatically loaded, you can click Load Schedule to select a predefined schedule or enter dates and amounts/percentages in the grid. Click Distribute Evenly to distribute the amount evenly among the dates.

    Note: A default schedule can be edited
     
  11. Mark the option determining when to grant the deduction

    Note: Only Deduct only in periods with specific dates is available if Total amount was selected as the amount type on the Deduction tab
    • Mark Deduct in any calculation for the employee to deduct any time a calculation is run for the employee. For example, if an employee has a pay type that follows a different schedule from the employees default schedule, the deduction is deducted for both schedules.


       
    • Mark Deduct on period end dates according to employees default schedule to deduct according to the employees default schedule. In the field, select Deduct on all dates, Do not deduct between [ ] and [ ], or Only deduct between [ ] and [ ] and enter a date range.


       
    • Mark Deduct only in periods with specific dates to deduct according to the schedule entered in the grid. Click Load Schedule to select a predefined schedule or enter dates.

       
    • Mark Do not deduct in periods with specific end dates to deduct in any period except those that occur during the schedule entered in the grid. Click Load Schedule to select a predefined schedule or enter dates. You can use this option for months that have an extra pay period to avoid granting benefits three times in one month.

       


     
  12. On the Flex Plan Details tab, all fields, except for the Employee eligibility date, default from Configuration. You can use these values or enter different dates.

    Note: This tab appears only if the deduction is a flex spending plan

     
  13. Select the Attributes/Notes tab. On this tab, you can add attributes and notes for an additional level of detail and reporting capability.
     
  14. Click Save and Close to return to the Compensation/Deductions tab
     


Note: To quickly add a deduction to multiple employee records, globally add the deduction in Payroll Processing