Assigning employee deductions

  1. Sign in as Administrator.
  2. Select To Do > Payroll Tasks.
  3. On the Employee Deductions tab, click Create.
  4. Specify this information:
    Employment ID
    Specify the employment ID of the employee for whom the deduction is being assigned.
    Deduction Code
    Specify a deduction code.
    Begin
    Specify a begin date. If no begin date is specified, then the begin date that is defined on the deduction code is used.
    End
    Specify an end date. If no end date is specified, then the end date that is defined on the deduction code is used.
    Amount
    Specify the amount to deduct from the employee's earnings. If no amount is specified, then the amount that is defined on the deduction code is used.
    Percent
    Specify the percent to deduct from the employee's earnings. If no percent is specified, then the percent that is defined on the deduction code is used.
    Balance Type
    Specify the balance type.
    Balance Amount
    If you specified a balance type of descending balance or limit, specify the balance amount. When the deduction is taken, the balance amount is updated according to the balance type that is defined for the deduction.
    Priority
    To override the priority defined for the deduction code, specify a value of 1 to 9. This value indicates the order in which garnishments, arrears, and fee deductions are processed.
    Arrears
    This field is used to determine the outcome if there are not enough remaining wages to take the full deduction amount on a payment.
    • If you select a value that includes Net To Zero, as much of the deduction as possible is taken until the net pay equals zero.
    • If you select a value that includes Create Arrears, then arrears deductions are created to be taken on a future payment.
    • If you select a value that includes No Arrears, then no arrears deductions are created.
    • If no value is specified, then the value that is defined on the deduction code is used.
    Monthly Limit
    Specify the maximum amount that can be taken in a single month. If no monthly limit is specified, then the monthly limit that is defined on the deduction code is used.
    Payment Limit
    Specify the maximum amount that can be taken on a single payment. If no payment limit is specified, then the payment limit that is defined on the deduction code is used.
    Tax Provider Formula Number
    Specify the number that identifies the tax provider formula used in calculating a tax deduction.
    Cycles 1-9
    Select the deduction cycles for which the deduction is taken.
  5. If the Tax tab is displayed, then specify this information:
    Tax Provider Resident Code
    Specify the value that corresponds to whether the employee is a resident or non-resident of the tax authority that is associated with the deduction.
    Marital Status
    Specify the marital status that is associated with the deduction..
    Exemptions
    Specify the number of exemptions that are associated with the deduction.
    Exempt Amount
    Specify the exemption amount that is associated with the deduction.
    Tax Exempt
    Specify whether the employee is exempt from withholding.
    Certificate Code
    Specify the certificate code status that is associated with the deduction.
    Personal Exemptions
    Specify the number of personal exemptions that are associated with the deduction.
    Dependent Exemptions
    Specify the number of dependent exemptions that are associated with the deduction.
    Additional Exemptions
    Specify the number of additional exemptions that are associated with the deduction.
    Additional Exemption Amount
    Specify the additional exemption amount that is associated with the deduction.
    Tax Provider Additional Tax Code
    Specify the tax provider additional tax code that is associated with the deduction.
    Additional Rate
    Specify the additional rate that is associated with the deduction.
    Additional Amount
    Specify the additional amount that is associated with the deduction.
    Reduce Authority Pay Period Wages Amount
    Specify the amount by which authority pay period wages are reduced.
    Reduce Authority Pay Period Wages Percent
    Specify the percent by which authority pay period wages are reduced.
  6. Click Save.