Deductions
- Mark Holland (Unlicensed)
Description
Use this page to add, update and delete employee deduction information.
Contents
Usage
This screen allows the entry and maintenance of ongoing deductions for an employee. For one-off deductions use the Pay -> Adjustments page or timesheets. Access to the fields on the screen is disabled unless an employee has been selected on the Search form at the top of the screen. Once an employee has been selected, the grid will show the deductions for the employee, and the data entry fields will be available for entry/amendment of deductions.
Whenever a deduction is entered, amended or deleted the payroll will automatically process the change and adjust the employees pay to allow for the change. All adjustments will appear in the current period on the current payslip. The changes will not apply to previous periods.
Please note that only (non loan) records that haven't been applied can be amended or deleted. 'Applied In Period' column indicates in which period a record has been applied. To make any amendments 'close' the record by entering the end date (end date of last closed period or above) and enter a new record with desired details. Loans can be updated at any time, however only one loan record can ever exist per pay element.
Key Fields
- Loan: if the deduction is a loan.
- Loan Balance: the amount that is left to pay if the deduction is a loan. The Period Amount will be subtracted from this balance every period.
Either the Annual amount or the Period amount must be entered for the deduction (NOT BOTH). If the Annual amount is entered and the Period amount is left blank, the system will calculate the Period amount based on the calculations set up for the pay element. Similarly, if the Annual amount is left blank and the Period amount is entered, the system will calculate the Annual amount based on calculation set up for the pay element.