Deductions Tab

Adding Deductions to an Employee's Record

When a new employee is created, you will see the following screen.  Here is where you will need to create all the deductions this employee should have.  To created all required deductions for an employee (taxes), click the Create Missing Required Deductions button.  This will create all the required taxes for this employee.  TIP - if you have this employee's pension and healthcare information, enter that before creating the deductions.  That way when you click the Create Missing Required Deductions button it will create those deductions as well.

 

To add more deductions to an employee's list of deductions, click the Add Deduction button.  When the pop-up window opens, use the Deduction drop-down to select the deduction you wish to add.  In this example, we are going to add NJEA Dues.  After you select the deduction, click the Add button.  When you add the deduction it will automatically be enabled.

Now you will go into the deduction and add the deduction details for this employee.  To go into the deduction, click the name of the deduction which is a hyperlink, or click the Edit button.

To enter the dollar amounts for the employee's deduction, you will do the following for the deduction types shown:

• Simple Amount - Declining Balance - enter the amount to be taken per pay in the Amount field.  Enter the total amount to be taken in the Balance field.  The system will then keep reducing the balance by the amount taken each pay period until the balance reaches zero.  If you do not have a figure in one field or the other, nothing will come out.  You must have both fields filled in for the deduction to be taken.
• Simple Amount - enter the amount to be taken per pay in the Amount field.
• Percentage of Gross - Declining Balance - enter the total amount to be taken in the Balance field.  The percentage amount is set up in the deduction definition.  The system will then keep reducing the balance by the amount deducted each pay period until the balance reaches zero.  If you do not have a figure in the balance field, nothing will come out.
• Percentage of Gross - do nothing.  The percentage is set up in the deduction definition.

                                   

                                     

                                         

                                 

 

 

Enable/Disable Employee's Deductions

To turn (toggle) deductions on and off (enabled/disabled) you have a couple ways to do that.  

TURNING OFF/DISABLING AN EMPLOYEE'S DEDUCTION:

• On the employee's Deductions screen, check off the deduction(s) you wish to disable/turn off.  Then click the Toggle Checked Deductions button.  The deduction will then turn yellow and the check mark will become a red circle.  

                                                 

                                        

• Click on the check mark in the second column.  You will receive a message "Toggle this deduction?" and you will click OK.  After you do this, the deduction will then turn yellow and the check mark will become a red circle.

                                   

                                   

• Go into the deduction and check the Suspend Deduction check box.  To go into the deduction, click the name of the deduction which is a hyperlink, or click the Edit button.  After you do this, the deduction will then turn yellow and you will see the yellow banner showing the reason the deduction was disabled.

                     

 

                          

• The Deactivate Date and Reactivate Date fields can be used if this one person will have this deduction turned off for a period of time.  Click HERE to see how deductions can globally turned off for all employees who have the deduction.  To use the fields on the employee's deduction, enter the date you want to turn off the deduction (Deactivate Date) and the date you want the deduction to turn back on (Reactivate Date).  TIP - always use a pay period start date when entering your dates.  This will make your deduction turn on and off cleanly at the beginning of a pay period.

                    

 

TURNING ON/ENABLING AN EMPLOYEE'S DEDUCTION

• On the employee's Deductions screen, check off the deduction(s) you wish to enable/turn on.  Then click the Toggle Checked Deductions button.  The red circle will become a check mark.  

                                 

                                          

• Click on the red circle in the second column.  You will see a message "Toggle this deduction?" and you will click OK.  The red circle will turn into a check mark, enabling the deduction.

                            

                                  

• Go into the deduction and uncheck the Suspend Deduction check box.  To go into the deduction, click the name of the deduction which is a hyperlink, or click the Edit button.  After you do this, the deduction will be enabled.