Updating eligibility group deductions by eligibility group

  1. Select Payroll > Deductions > Maintenance.
  2. In the Updates pane, click Eligibility Group Deductions.
  3. On the By Eligibility Group tab, active deduction eligibility groups are displayed.
  4. To determine newly eligible and no longer eligible employees for deduction codes, click Assess Eligibility.
    • If the employee qualifies for the eligibility group but does not have the associated deductions, the employee and deductions appear on the Newly Eligible tab with the Start Date of their eligibility.
    • If the employee no longer qualifies for the eligibility group but has the associated deductions, the employee and deductions appear on the No Longer Eligible tab with the End Date of their eligibility.
  5. To update all employees or deduction records on the Newly Eligible or No Longer Eligible tab for a specific deduction eligibility group, click Mass Update Eligibility Group Deductions.
    • For newly eligible employees, this action creates the employee deduction record.
    • For no longer eligible employee, this action ends the employee deduction record.
  6. 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 Country/Jurisdiction Configuration page, select Payroll > Administration > Payroll Configuration. Select a company and open the Country/Jurisdiction. Click the Tax tab.
    • To access the Tax Filter on the employee's profile, select Payroll > Resources > Resource Search. Select a resource and click the Pay tab. In the Payroll pane, click Payroll Details.
    • The Tax Filter value on the employee's profile overrides the value on the Country/Jurisdiction Configuration 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.