Deductions for the Employee Profile

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.

    CHR_-_Employee_-_Payroll_-_Menu_-_05.png

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

    CHR_-_Employee_-_Payroll_-_Drop-down_menu_-_05.png

CHR_-_Employee_-_Payroll_-_Deductions_-_00.png

The Deductions page will show you columns for:

  • Code
  • Start
  • End
  • Deduction
  • Calculation
  • Maximum
  • Balance/Goal
  • Status
  • Synced To Payroll

Clicking the filter CHR_-_Filter_Icon.png icon allows you to filter the list based on the employer code and the status. 

CHR_-_Employee_-_Payroll_-_Deductions_-_Filters_-_01.png

The Actions drop-down menu allows you to:

CHR_-_Employee_-_Payroll_-_Deductions_-_Actions_-_00.png

Creating a New Deduction Record

  • Click Add from the Actions drop-down menu.

    CHR_-_Employee_-_Payroll_-_Deductions_-_Actions_-_01.png

  • Fill out any relevant fields for this deduction. Any required fields will be highlighted in RED.

    CHR_-_Employee_-_Payroll_-_Deductions_-_Add_-_00.png

  • Click Save when finished.

Editing a Deduction Record

  • Click the code description towards the far-left.

    CHR_-_Employee_-_Payroll_-_Deductions_-_Edit_-_01.png

  • Edit the deduction as needed. The deduction type cannot be modified.

    CHR_-_Employee_-_Payroll_-_Deductions_-_Edit_-_00.png

  • Click Update when finished.

Deleting a Deduction Record

  • Use the checkbox for the deduction record(s) towards the far-right.

    CHR_-_Employee_-_Payroll_-_Deductions_-_Delete_-_01.png

  • Click Delete Selected Record(s) from the Actions drop-down menu.

    CHR_-_Employee_-_Payroll_-_Deductions_-_Actions_-_02.png

  • Confirm the deletion.

    CHR_-_Employee_-_Payroll_-_Deductions_-_Delete_-_00.png

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