Adding or Updating an Employee Deduction
From time to time, it necessary to update or add a deduction to an employee.
Navigate to the menu and follow the path of Team > My Team > Employee Information
Once you can see your employee list, enter the employee's information page and navigate to the payroll tab.
On the payroll page, you will see a "Jump To" list on the left to navigate directly to Deductions or you can scroll down to the Deductions widget.
To edit an existing deduction, select the name which should show as a blue hyperlink. To add a new deduction, select the ellipses (...) in the top left corner and choose New Deduction. Last, select the deduction you want to add.
A new screen will pop up to enter/edit the information for the deduction. The required fields to enter with explanation:
- Begin Date: This should be the start date of the deduction. For a new deduction, the start date will default to the current date, but this can be changed to the future if the deduction should start later.
- End Date: If this is a new deduction, leave the End Date as blank. If you are editing a deduction to stop it, put the end date as the last day the deduction should be effective.
- Annual Max/Memo: These are informational fields that only apply in specific circumstances
- Vendor: This field should be left blank unless this deduction is being paid to a 3rd party.
- Amount Type: There are several options in this list with the most common being Flat $ Amount and % of Gross Earnings. A Flat $ Amount will deduct a certain amount from the pay statement and % of Gross Earnings will deduct a percentage of their gross (before any taxes or deduction come out). If you have a different need and are unsure, reach out to your specialist.
- Amount: This is the corresponding percent or dollar amount to deduct.
- Frequency: This will typically auto fill based on the deduction setup with EveryScheduledPay being the most common. This will deduct the amount on every standard payroll check they receive.
After you have filled everything in and chosen Save & Add at the top, you are done unless you need to track a goal amount.
Goal amounts are great for advances or loans where there is a defined, ending balance. In order to set a goal, scroll down to the Goal widget and toggle the Enabled field on. Then, select the ellipses at the right and select Change Amounts.
Last, enter the Goal amount and any comment and select Save.
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