How to Enter an Employee's Deductions

Click the Employee Maintenance Quick Access Button on the Navigation Bar or click the Options Menu, Employees and then Employee Maintenance.

Click on the Employee Number Link or Employee Name Link.

The Fund(s) from which the Employee is paid will display with a check mark. Use the Fund Slider to select the Fund in which you want to work.

Verify the Permanent Tab is selected. The selected tab will be highlighted by a black box.

And then select the Deductions Tab on the left side of the screen.

Click next to the Deductions Grid.

Input specifications are as follows:

Schedule: Use the Drop Down List or type to enter the Schedule Type for this Deduction, if applicable.

• The schedule type at the employee fund level will act as the default schedule type for the employee.
• When adding salary lines, the pay period selection will default to the pay periods of the default schedule type for the employee. However, the user can change the schedule type for that salary line and then set the pay periods for that schedule type.
• When adding deductions, the pay periods are not required. If the pay periods are not set for the deduction, the deductions will be processed with the default schedule type for the employee when that schedule type is being authorized. However, you can change the schedule type for that deduction and then set the pay periods for that schedule type. Those deductions that are set to a different pay period than the default schedule type for the employee will only be processed when that schedule type is being authorized.

Example:

Area                              Schedule Type

Employee Fund              Monthly (acts as default schedule type for the employee)

Salary Line 1                   Monthly Pay Periods

Salary Line 2                   Semi-Monthly Pay Periods

Deduction 1                    Pay Periods Not Set

Deduction 2                    Semi-Monthly Pay Periods

When the Monthly schedule type is authorized, Salary Line 1 and Deduction 1 will be included to authorize. Deduction 1 is included because the pay periods are not set so it will default to be included based on the employee fund schedule type.

When the Semi-Monthly schedule type is authorized, Salary Line 2 and Deduction 2 will be included to authorize. Deduction 2 is included because it is set specifically to the Semi-Monthly pay periods.

Deduction Code:  Use the Drop Down List Box or type to enter the Deduction Code. The list is populated according to what was setup in the Options Menu/Setup/Deduction Codes.

Description: Enter a Description for the deduction.

Deduction Code Type: Use the Drop Down List Box or type to enter the Deduction Code Type. The system defaults the Deduction Code Type to Default. This is the Default Code Type that was selected in the Options Menu/Setup/Deduction Codes. You can choose another code, if necessary.

P-Percentage Per Pay Period

FP-Fixed Amount Per Pay Period

FM-Fixed Amount Monthly

PD-Percentage of Disposable Income

Amount: The system defaults the Amount according to the Amount that was entered for the Deduction Code Type in the Options Menu/Setup/Deduction Codes. You can change the Amount, if necessary.

Begin Pay Period: The system will default the Begin Pay Period to Default. The Default Begin Pay Period is from the Begin Pay Period entered on the Salary Line for this Employee. However, you may use the Drop Down List Box to enter a different Begin Pay Period, if necessary.

End Pay Period: The system will default the End Pay Period to Default. The Default End Pay Period is from the End Pay Period entered on the Salary Line for this Employee. However, you may use the Drop Down List Box to enter a different End Pay Period, if necessary.

Display Order: You may enter a Display Order for the Deduction. The system will not allow Duplicate Display Orders.

Click to save the Deduction and add another.

Click .