The "Payroll Deductions" log will list a detailed history of deductions generated for the selected employee.

The "Payroll Deductions" log will have columns for:

• Benefit - Name of the Benefit.
• Plan - Name of the Plan.
• Option - Name of the Option.
• Post Tax - If the deduction is Post Tax, an X will be present. If it is pre-tax, then it will appear blank.
• Deduction Codes are at the Benefit level within a package.
• Deduction Date - The date on which the deduction occurred.
• Deduction Amount - Amount deducted.
• Modified Date - The date on which the deduction was modified/created.
• Modified By - Name of the last person who modified the record.

Click the filter icon to filter the log based on the package, benefit, and date range.

The Actions drop-down menu allows you to:

• Create Deduction Record
• Generate Deduction Records
• Delete Selected Records

Creating a Deduction Record

1. Click Create Deduction Record from the Actions drop-down menu.

   

2. Enter the following information:

   

   • Package - Required field. This includes a list of the packages the employee is enrolled in.
   • Benefit - Required field. This drop-down will only display benefits that the employee is enrolled in.
   • Plan - Required field. This drop-down will only display plans that are available under the selected Benefit.
   • Option - Required field. This drop-down will only display options that are available under the selected Plan.
   • Deduction Date - Required field. This is the date on which the deduction occurred.
   • Amount - Required field. This is the amount of the deduction.
   • Post Tax - Optional. If the deduction is post-tax, please check this box. If it is pre-tax, do not check the box.
   • Note - Optional. Add a note for the deduction record.
3. Click Save Deduction.

Generate Payroll Deductions

The "Generate Deduction Records" page allows you to generate deduction records for a selected date range. When running this utility, it will create deduction records for benefits that the employee is enrolled in between the selected Start/End Dates. The dates on which the deductions are created are based on the calendar "Check Dates". If no pay schedule is set up (or if a pay schedule is not assigned to the employee), then no deductions will be created.

For example, if the Employee is enrolled in Medical, Dental, and Vision. Running this utility will generate deductions for all three benefits during the Start/End Date.

1. Click Generate Deduction Record from the Actions drop-down menu.

   

2. Specify the start and end dates. This utility will create deduction records for benefits that the employee is enrolled in between the specified start and end dates.

   

3. Click Generate Deduction Records.

Deleting Deduction Records

1. Select the payroll deduction record(s) to delete with the checkboxes towards the right-hand side.

   

2. Select Delete Selected Record(s) from the drop-down menu.

   

3. Confirm the deletion of the payroll deduction record(s).

   

The Payroll Deduction screen displays a detailed history of deductions that were generated for an employee.

On this screen, you can filter by:

• The Package(s) set up in the system 
• The Benefits set up in the system
• The Start Date to filter by
• The End Date to filter by 

The action bar allows you to:

• Create Deduction Records 
  • Click on a on any benefit to edit
• Generate Deduction Records
• Delete Selected Records

Definitions:

• Benefit: Name of the Benefit.
• Plan: Name of the Plan.
• Option: Name of the Option.
• Post Tax: If the deduction is Post Tax, an X will be present. If it is Pre Tax, then it will appear blank.
• Deduction Codes are at the Benefit level within a package: 
  • Benefit Code
  • Earning Deduction Code
  • Employer Deduction Code 
• Plan Code is at the Plan Level within a benefit
• Coverage Level:
  • Coverage Code
  • Deduction Code
  • Deduction Code Alt 1
  • Deduction Code Alt 2 
• Deduction Date: Date in which the deduction occurred.
• Deduction Amount: Amount of the deduction.
• Modified Date: Date in which the deduction was modified/created.
• Modified By: Name of the last person who modified the record.

 

Click Create Deduction Record, to create a new deduction record for a selected employee. Click an existing record to edit the existing deduction record for the selected employee. The following fields are available:

• Package: Required field. This includes a list of the packages the employee is enrolled in.
• Benefit: Required field. This drop down will only display benefits that the employee is enrolled in.
• Plan: Required field. This drop down will only display plans that are available under the selected Benefit. 
• Option: Required field. This drop down will only display options that are available under the selected Plan. 
• Deduction Date: Required field. This is the date in which the deduction occurred.
• Amount: Required field. This is the amount of the deduction.
• Post Tax: Optional 

Payroll Deductions allows you to generate deduction records for a selected date range. When running this utility, it will create deduction records for benefits that the employee is enrolled in between the selected Start and End dates. The dates in which the deductions are created are based off the calendar Check Dates. If no pay schedule is set up (or if a pay schedule is not assigned to the employee), then no deductions will be created.  An example of this shows that employee is enrolled in Medical, Dental, and Vision. By running the Payroll Deduction utility, it will generate deductions for all three benefits during the Start/End Date.