Logs: Payroll Deductions

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

You can reach the employee's activity logs from the menu by expanding Employees, expanding Logs, then clicking Payroll Deductions.

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If you are already viewing an employee profile, you can hover over Logs, and click Payroll Deductions.

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You should see a screen like below with the following columns:

  • 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: Date in which the deduction occurred.
  • Deduction Amount: Amount deducted.
  • Modified Date: Date in which the deduction was modified/created.
  • Modified By: Name of the last person who modified the record.

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The Actions drop-down menu allows you to:

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

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How to Create Deduction Record

  • From the Actions drop-down menu, click Create Deduction Record.

    Payroll_Deductions_-_Actions_-_01.png

  • 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. The text box in which you can add notes for a deduction record.

    Payroll_Deductions_-_01.png

  • Click Save Deduction.

Generate Payroll Deductions

This screen 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 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.

Example: Employee is enrolled in Medical, Dental, and Vision. By running this utility, it will generate deductions for all three benefits during the Start/End Date.

  • From the Actions drop-down menu, click Generate Deduction Records.

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  • 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.

    Payroll_Deductions_-_02.png

  • Click Generate Deduction Records.
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