Creating standard deductions by employee

  1. Select Benefits > Maintenance > By Employees.
  2. Select the employee.
  3. Open the benefit plan that is enrolled to the employee:
    1. Click the Enrolled tab.
    2. Select the benefit plan.
    3. Click Open.
  4. Create the employee standard deduction:
    1. Click the Payroll tab.
    2. Click Create in the Standard Deductions section.
    3. Specify this information:
      Deduction Code
      Select a deduction code to associate to the benefit plan of the employee.

      Benefits deductions are associated automatically with the employee's benefit.

      Begin Date
      Specify a begin date of the employee standard deduction.

      The begin date must follow the Deduction Start rule from the applicable contribution rule.

      End Date
      Optionally, specify an end date of the employee standard deduction.
      Amount
      Specify the amount of the employee standard deduction.
      Percent
      Specify the percent of the employee standard deduction.
      Balance Type
      Optionally, select a balance type.
      Balance Amount
      Optionally, specify the balance amount if there is a balance type.
      Percent Matched
      Optionally, specify the employer match.
    4. Click Save.

    Export changes. See the Infor HR Talent Integration Guide for Benefits Management in the Infor HR Talent Integrations Documentation Library for details about creating payroll exports.