Garnishment Wizard

In Beta

This feature is in beta for select customers. Contact your CSM for more information.

The garnishment wizard can be accessed after clicking Add Deduction, from the Benefits & Deductions section in the Payroll tab.

From this screen, users can:

Security

Users must have the following permission to access the Deductions Wizard:

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

How to search for an employee:

Navigate to employee records with the R365 global search bar:

Enter all or part of the employee’s name or email address in the global search bar.
Select the employee from the results list.

	Button/Field	Description
1	Back Arrow	Returns to the Payroll section in the employee’s record. Garnishment details are not saved. To add the garnishment, restart the process.
2	Progress Menu	Displays the current step in the garnishment wizard. Use the menu or ‘Next’ to move between steps. The first step (Description) is optional and can be skipped. Required steps, such as Order Details, must be completed before advancing. After completing all required steps, steps can be selected in any order. The Employee Notification step includes a checkmark to indicate that notification was documented. This step is optional.
3	More Information	Displays contextual information based on garnishment selection.
4	Step Configurations	Details for the displayed step. See step details below.

	Button/Field	Description
1	Legal Entity	Displays the company linked to the employee’s work location. This field is read-only and is set during the initial garnishment setup.
2	Deduction Category	All garnishment deductions fall under the ‘Wage Garnishment and Legal Orders’ category. This field is read-only and set during initial setup.
3	Deduction Code	Lists all available garnishment types. This field is selected during setup but can be edited before saving. Garnishment types available include: Bankruptcy Order Child Support Creditor Garnishment Federal Student Loan Order Federal Tax Levy Local Tax Levy Other Garnishment or Withholding Order
4	Tax Type	This field is read-only and set based on the deduction code chosen during initial setup.
5	Description	Optional field for entering additional details about the garnishment.
6	Next	Advances to the next step, order details.

	Button/Field	Description
1	Date Details	Date of Receipt refers to the date the employer receives the official garnishment order from a court or agency. Effective start date is the date wage withholding begins. This date is often provided in the court or agency order and is not dependent on receipt date.
2	Agency Details	The details are often provided in the court or agency order.
3	Issuing Court Details	The state field is required and auto-fills after agency details are entered. The issuing county and court details are optional fields and the information is often provided in the court or agency order.
4	ID Numbers	Fill out at least one of the ID fields with the ID numbers found on the garnishment order. Only one field is required. The user does not need to complete all ID fields.
5	Upload a copy of the garnishment order	Opens the file picker. Attachments must be in .jpg, .gif, .pdf, or .png format with a maximum size of 5MB.
6	Back	Returns to the previous step, basic info.
7	Next	Advances to the next step, employee notification.

	Button/Field	Description
1	Frequency	Set automatically based on the selected garnishment type. The system checks each payroll payment to see if earnings are subject to garnishment.
2	Amount Type	Choose between a ‘Flat $ Amount’ or a ‘% of Disposable Wages.’ If Flat $ Amount is selected, the field reads Deduction Amount. If % of Disposable Earnings is selected, the field reads % of Disposable Earnings.
3	Limit Type	This is an optional field. A limit is only needed if the order specifies a limit (e.g., ‘$500 max per month’). The limit types include: Flat $ amount monthly limit, Flat $ amount each payroll payment limit, and Maximum % of disposable earnings.
4	Deduction End	The limit value field changes based on the limit type selected in the previous step: If ‘Set effective end date’ is selected, an End Date field appears. If ‘When total amount is paid’ is selected, a Total Amount field appears. If ‘Ongoing until manually updated’ is selected, no additional fields appear.
5	Back	Returns to the previous step, order details.
6	Next	Advances to the next step, employee notification.

	Button/Field	Description
1	Employee Notification Checkbox	Select this box to confirm the employee was notified of the garnishment. When selected, fields appear to enter the notification date and upload supporting documents.
2	Date of Notification	The date the employee was notified.
3	Upload Supporting Documents	Opens the file picker. Attachments must be in .jpg, .gif, .pdf, or .png format with a maximum size of 5MB.
4	Back	Returns to the previous step, deduction details.
5	Add Garnishment	Select this button to create the garnishment.