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.
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