Define Deduction Classes
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Modified on: Mon, 4 Oct, 2021 at 12:01 PM
What This Process Does
- Deduction Classes allow the user to add a specific group of deductions at one time, by using the Add Standard Deductions process within the Add Personnel process, or, later via Payroll – Other – Benefits / Deductions.
- The Deduction Class assigned to a Position ID facilitates creation of employer-paid deductions for vacancies in the Budget Preparation module.
Best Practices
- Deduction Classes contain groups of deductions that would all apply to certain employees; they are a method for adding deductions in mass, instead of one-by-one.
- A standard Deduction Class is set up for all customers containing the normal mandatory tax deductions; creating or editing a Deduction Class is available for Enterprise customers only.
- For Enterprise customers, it is recommended that Deduction Classes be created to contain all deductions that would apply to a certain class or group of employees. For example, Deduction Classes would be created to contain all mandatory tax deductions plus retirement deductions based on each different group of retirement deductions (VRS professional deductions, VRS non-professional deductions, etc.).
- The applicable Deduction Class should be selected during the Add Personnel process which is then used in adding Standard Deductions to the new employee (The Add Standard Deductions process is also available outside of the Add Personnel process through Payroll – Other – Benefits/Deductions).
- For Enterprise customers only, the Deduction Class assigned to the Position ID is used in the Budget Prep process for creating employer-paid deductions for vacancies.
Deduction Classes - New
- Position Tracking – Setup – Deductions – Deduction Classes
- Click on the Add button (+) at the bottom of the Deductions Class Browse.
- Type in the new Deduction Class ID.
- Type in the Description for the new Deduction Class ID and Click Save.
- With the Deduction Class highlighted or selected, click on Deductions at the bottom then on the Add button (+) at the bottom of the Default Deduction Browse to add deductions to the class.
FIELDS | Opt. | Rec. | Req. | Description |
---|
Deduction Class Identification | — | — | ♦ | The new Deduction Class ID will populate in this field |
Position Deduction Number | — | — | — | This field will default to the next available number once the Deduction is added – Leave number as 0 |
Deduction Description ID | — | — | ♦ | Browse for the Deduction Description ID to add to the Deduction Class |
Deduction Description | — | — | — | This field will default from the Deduction Description Master |
Active Deduction | — | — | — | This field will default from the Deduction Description Master |
Vendor ID | — | — | — | This field will default from the Deduction Description Master |
Opt. = Optional Rec. = Recommended Req. = Required |
- Click Save once all fields are populated.
- If more Deductions need to be added, click on the + again on the Default Deduction Browse and repeat steps.
- Once all Deductions are added, cancel out of the Default Deduction Browse.
Deduction Classes - Existing
- If Deductions need to be added or changed for an existing Deduction Class go to Position Tracking – Setup – Deductions – Deduction Classes
- Highlight the Deduction Class from the Deduction Class Browse and click on Deductions.
- Click on the Add button (+) at the bottom of the Default Deduction Browse screen to add another deduction, or, select the Deduction which needs to be changed.
FIELDS | Opt. | Rec. | Req. | Description |
---|
Deduction Class Identification | — | — | ♦ | The new Deduction Class ID will populate in this field |
Position Deduction Number | — | — | — | This field will default to the next available number once the Deduction is added – Leave number as 0 |
Deduction Description ID | — | — | ♦ | Browse for the Deduction Description ID to add to the Deduction Class |
Deduction Description | — | — | — | This field will default from the Deduction Description Master |
Active Deduction | — | — | — | This field will default from the Deduction Description Master |
Vendor ID | — | — | — | This field will default from the Deduction Description Master |
Opt. = Optional Rec. = Recommended Req. = Required |
- Click Save once all fields are populated.
- If more Deductions need to be added, click on the + again on the Default Deduction Browse and repeat steps.
- Once all Deductions are added, cancel out of the Default Deduction Browse.
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