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Employee Payroll Deductions Logs for Core HR

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

Navigating to Payroll Deductions Logs
  • From the menu, expand Employee, expand Logs, and click Payroll Deductions.

    CHR - Employee - Logs - Menu - 06.png

  • If already viewing an employee profile, you can hover over "Logs" to show the available pages. Click Payroll Deductions.

    CHR - Employee - Logs - Drop-down Menu - 06.png

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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 CHR - Filter Icon.png filter icon to filter the log based on the package, benefit, and date range.

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The Actions drop-down menu allows you to:

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Creating a Deduction Record

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

    CHR - Employees - Logs - Payroll Deductions - Actions - 01.png

  2. Enter the following information:

    CHR - Employees - Logs - Payroll Deductions - Create - 00.png

    • 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.

    CHR - Employees - Logs - Payroll Deductions - Actions - 02.png

  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.

    CHR - Employees - Logs - Payroll Deductions - Generate - 00.png

  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.

    CHR - Employees - Logs - Payroll Deductions - Delete - 01.png

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

    CHR - Employees - Logs - Payroll Deductions - Actions - 03.png

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

    CHR - Employees - Logs - Payroll Deductions - Delete - 00.png

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