Creating union deduction codes

  1. Select Payroll > Administration > Setup.
  2. In the Structure pane, click Deductions.
  3. Click the Deduction Codes tab.
  4. Click Create.
  5. Specify the header of the deduction code to create.

    For union deductions, you must select the Other as the deduction type and Canada as the country or jurisdiction.

    See Creating deduction codes for the other field values.

  6. On the Detail tab, specify this information:
    Adjust Pay
    Select Employee Paid.
    Tax Provider Code
    Select Union Dues.
    Union Dependency Deduction
    Specify the deduction code that follows the union deduction.

    This value depends on the union deduction. The system evaluates the total amount of the Union Deduction and the Union Dependency Deduction. If funds are insufficient to apply both deductions, the system applies neither deduction, even when one deduction qualifies.

    Union Hours Threshold
    Specify a reference value that the system uses to generate the union deduction. If a value exists, the system reviews whether the hours on time record equal or exceed the threshold value.
    Note: The threshold is a monthly threshold. If subsequent time records end up meeting the monthly threshold, the union deduction is created at that time.
  7. Click Save.