Updating eligibility group deductions

  1. Select Payroll Administrator > Deduction Maintenance > Update Eligibility Group Deductions.
    Active deduction codes with a Deduction Type of Other or Tax with eligibility groups are displayed.
  2. Click Assess Eligibility to determine newly eligible and no longer eligible employees for deduction codes.
    • The Newly Eligible tab contains employees and their calculated start date for the deduction code based on their first day within the eligibility group.

      If the employee’s first day within the eligibility group precedes the Deduction Code Start Date, the Deduction Code Start Date is displayed.

    • The No Longer Eligible tab contains employees and their calculated end date for the deduction code based on their last day within the eligibility group.
  3. To update all employees on the Newly Eligible or No Longer Eligible tab for a specific deduction code, click Mass Update Eligibility Group Deductions.
  4. To update individual employees on the Newly Eligible or No Longer Eligible tab, select the employees and click Update Eligibility Group Deductions.

    For newly eligible employees, the Start Date for each employee is used as the employee deduction Begin Date. If the End Date is populated on the deduction code, the value is used as the employee deduction End Date. The Begin Date or End Date are overridden if a Begin Date or End Date is populated on the action parameters.

    For no longer eligible employees, the End Date for each employee is used as the employee deduction End Date. The End Date is overridden if an End Date is populated on the action parameters.

    State and local taxes can be assigned using eligibility groups. Federal taxes are returned if the Tax Filter is set to Locate Federal Only. Federal and state taxes are returned if the Tax Filter is set to Locate Federal and State Only.

    • To access the Tax Filter on the Configurable Fields by Country page, select Payroll Administrator > Setup > Payroll Configuration. Select a company in the US and click the Tax tab.
    • To access the Tax Filter on the Employee page, select Payroll Administrator > Resource Maintenance > Resources. Select a resource and click the Payroll tab.
    • The Tax Filter value on the Employee page overrides the value on the Configurable Fields by Country page.
    Note: When tax deductions are added with the Update Eligibility Group Deductions action, the deductions are automatically added to an employee’s Primary Work Assignment Location on the Tax Deductions By Location page as Type = User.