- 29 Oct 2024
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Add or Edit Deductions on Payments
- Updated on 29 Oct 2024
- 2 Minutes to read
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Overview
The deductions within a single payment can be edited on the Payment Details page. For deductions to be editable, the associated pay run must be in the 'Ready to Calculate' or 'Calculated' status.
For step-by-step instructions for editing earnings, refer to the Add or Edit Earnings on Payments article.
Deduction Corrections and Employee Repayment
Deduction corrections are used to correct a deduction error and repay the employee. Deduction corrections ensure that the employee's tax withholdings are accurate for the repayment. Deduction corrections are applied pre-tax or post-tax, depending on the deduction type, and will be reflected in tax calculations for the payment.
Entering a negative amount for a deduction will create a deduction correction, and the employee's net earnings will be increased. Deduction corrections cannot reduce the year-to-date (YTD) amount of the associated deduction below zero.
Deduction corrections can also be created through one-time deduction imports.
Removing Earnings or Deductions
Once added, earnings and most deductions cannot be deleted. Editable earnings and deductions that have incorrect types, locations, jobs, etc. are removed from the payment by setting the hours or amount to '0.00'.
Variable type deductions can be deleted by clicking the trashcan icon for their entry line.
Saving Changes
Edits made to deductions are not automatically saved. The 'Save Changes' button will save any changes made and recalculate the payment. When the '< Pay Run Details' button at the top of the page is clicked, the user will be prompted to save or discard changes. Navigating away from the Payment Details page in any other manner will discard all changes.
When edits are saved, the payment will be recalculated for deductions, taxes, and MTD/YTD totals.
Security
Users with the following permission will be able to add and edit deductions:
Payroll → Workforce Payroll → Payments → Edit Payments
For users without this permission, the 'Add Deductions' and 'Save Changes' buttons are hidden, and deduction-specific information is not editable.
Manually Adding Deductions
Only variable type deductions can be manually added to a payment.
Variable Type Deductions:
Other Post Tax Deduction
Instant Deposit Fee
Dues
Employee Meal
Union Dues
Employee Uniform
Miscellaneous
Fringe Benefit Offset
Net Adjustment
Follow these steps to manually add a deduction:
Click steps to expand for additional information and images.
1) Click the '+ Add Deduction' button above the Pre-Tax Deductions list.
The 'Add Deduction' wizard will open.
2) Select a variable type deduction.
3) Enter the amount.
4) Click 'Add' to add the deduction or 'Add Another' to add the deduction and refresh the 'Add Deduction' wizard.
3) Enter the amount.
4) Click 'Add' to add the deduction or 'Add Another' to add the deduction and refresh the 'Add Deduction' wizard.
5) Click 'Save Changes' at the top of the page.
Editing Deductions
Follow these steps to edit existing deductions:
1) Locate the desired deduction in the Pre-Tax or Post-Tax Deductions section
2) Adjust the Employee Contribution Amount if needed.
Adjusting the amount to $0.00 will remove the deduction from the payment.
Entering a negative amount will create a deduction correction, and the employee's net pay will be increased. Negative deductions cannot reduce the employee's YTD total for the deduction below $0.00.