The Deductions screen allows the user to view, add or delete Payroll Deduction Records.
In order for payroll deductions to automatically update based on benefit records, you must first define Deduction Codes via the Field Value Setup page.
After Deduction Codes have been defined in Field Value Setup, you must assign Deduction Codes to the Coverage Options of your Benefit Plans.
For complete information on how to properly configure deductions in EZSync, please refer to the deductions page of the implementation guide: Implementation Guide: Deductions.
Navigating to Deductions for an Employee
- Expand Employee, expand Payroll, and click Deductions from the menu.
- If already viewing an employee profile, you can hover over "Payroll" to show the available pages and click Deductions.
The Deductions page will show you columns for:
- Code
- Start
- End
- Deduction
- Calculation
- Maximum
- Balance/Goal
- Status
- Synced To Payroll
Clicking the filter icon allows you to filter the list based on the employer code and the status.
The Actions drop-down menu allows you to:
Creating a New Deduction Record
- Click from the Actions drop-down menu.
- Fill out any relevant fields for this deduction. Any required fields will be highlighted in RED.
- Click when finished.
Editing a Deduction Record
- Click the code description towards the far-left.
- Edit the deduction as needed. The deduction type cannot be modified.
- Click Update when finished.
Deleting a Deduction Record
- Use the checkbox for the deduction record(s) towards the far-right.
- Click Delete Selected Record(s) from the Actions drop-down menu.
- Confirm the deletion.
The Deductions screen allows the user to view, add or delete Payroll Deduction Records.
In order for payroll deductions to automatically update based upon benefit records, you must first defined Deduction Codes via the Field Value Setup area of the HRIS Application.
After Deduction Codes have been defined in the Field Value Setup area of the HRIS Application, you must assign Deduction Codes to the Coverage Options of your Benefit Plans.
For complete information on how to properly configure deductions in EZSync, please refer to the deductions page of the implementation guide: Implementation Guide: Deductions.
After clicking to enter a new Deduction record, complete all fields as required for the specific record.
Frequency: These values will automatically populated with the Frequencies configured in Payroll.
Calc Code: These values will automatically populate with the Calc Codes configured in Payroll.
Paid: This field will automatically update every time payroll is processed.
Last Taken: This field will automatically update every time payroll is processed.
In order for payroll deductions to automatically update based upon benefit records, you must first defined Deduction Codes via the Field Value Setup area of the HRIS Application.
After Deduction Codes have been defined in the Field Value Setup area of the HRIS Application, you must assign Deduction Codes to the Coverage Options of your Benefit Plans.
For complete information on how to properly configure deductions in EZSync, please refer to the deductions page of the implementation guide: Implementation Guide: Deductions.
After clicking to enter a new Deduction record, complete all fields as required for the specific record.
Frequency: These values will automatically populated with the Frequencies configured in Payroll.
Calc Code: These values will automatically populate with the Calc Codes configured in Payroll.
Paid: This field will automatically update every time payroll is processed.
Last Taken: This field will automatically update every time payroll is processed.