--- title: "Garnishment Wizard" slug: "garnishment-wizard" description: "Garnishment Wizard field reference — covers type, agency, calculation method, disposable income limits, and effective dates." updated: 2026-04-20T21:39:07Z published: 2026-04-20T21:39:07Z canonical: "docs.restaurant365.com/garnishment-wizard" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # 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](/doc/docs/create-a-garnishment#create-a-garnishment), from the [Benefits & Deductions](/doc/docs/employee-records-payroll-tab#benefits-deductions) section in the [Payroll](/doc/docs/employee-records-payroll-tab-category) tab. From this screen, users can: - [Create a garnishment](/doc/docs/create-a-garnishment#action) - [Edit a garnishment](/doc/docs/edit-a-garnishment#action) - [End a garnishment](/doc/docs/end-a-garnishment#action) --- ## Security Users must have the following permission to access the Deductions Wizard: - Labor → Employees → Payroll → Deductions → Edit Deductions These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Navigation 1. Navigate to the **Workforce** application . 2. Select the Employees dropdown and **select Employees**. 3. Select an **Employee**. 4. In the employee’s record, select the **Payroll tab**. 5. Scroll to the **Benefits & Deductions** section. 6. Select, **Add Deduction** to open the wizard. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q3C9VCX7.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A12Z&se=2026-11-09T18%3A24%3A12Z&sr=c&sp=r&sig=K14%2BPbHo8wDCw3mxtt2fvbJrx8FtubBWkhKHjB2VRMk%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LJ524MD3.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A12Z&se=2026-11-09T18%3A24%3A12Z&sr=c&sp=r&sig=K14%2BPbHo8wDCw3mxtt2fvbJrx8FtubBWkhKHjB2VRMk%3D) ****How to search for an employee:**** Navigate to employee records with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **employee’s** **name** or **email address** in the global search bar. 2. Select the employee from the results list. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A12Z&se=2026-11-09T18%3A24%3A12Z&sr=c&sp=r&sig=K14%2BPbHo8wDCw3mxtt2fvbJrx8FtubBWkhKHjB2VRMk%3D) --- ## Add New Garnishment Wizard ### Garnishment Side Navigation ### ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E7Q0A4MQ.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A12Z&se=2026-11-09T18%3A24%3A12Z&sr=c&sp=r&sig=K14%2BPbHo8wDCw3mxtt2fvbJrx8FtubBWkhKHjB2VRMk%3D) | | 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. | ### Basic Info Step ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OSQVNQZ6.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A12Z&se=2026-11-09T18%3A24%3A12Z&sr=c&sp=r&sig=K14%2BPbHo8wDCw3mxtt2fvbJrx8FtubBWkhKHjB2VRMk%3D) | | 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](/doc/docs/create-a-garnishment#create-a-garnishment). | | **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](/doc/docs/create-a-garnishment#create-a-garnishment). | | **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](/doc/docs/create-a-garnishment#create-a-garnishment). | | **5** | Description | Optional field for entering additional details about the garnishment. | | **6** | Next | Advances to the next step, order details. | ### Order Details Step ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MFP4QJVR.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A12Z&se=2026-11-09T18%3A24%3A12Z&sr=c&sp=r&sig=K14%2BPbHo8wDCw3mxtt2fvbJrx8FtubBWkhKHjB2VRMk%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QLQ9N7E2.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A12Z&se=2026-11-09T18%3A24%3A12Z&sr=c&sp=r&sig=K14%2BPbHo8wDCw3mxtt2fvbJrx8FtubBWkhKHjB2VRMk%3D) | | 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. > [!NOTE] > 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. | ### Deduction Details Step ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FQS3KHB4.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A12Z&se=2026-11-09T18%3A24%3A12Z&sr=c&sp=r&sig=K14%2BPbHo8wDCw3mxtt2fvbJrx8FtubBWkhKHjB2VRMk%3D) | | 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**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FYYURS7V.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A12Z&se=2026-11-09T18%3A24%3A12Z&sr=c&sp=r&sig=K14%2BPbHo8wDCw3mxtt2fvbJrx8FtubBWkhKHjB2VRMk%3D) | | **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. | ### Employee Notification Step ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-86OJUY8B.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A24%3A12Z&se=2026-11-09T18%3A24%3A12Z&sr=c&sp=r&sig=K14%2BPbHo8wDCw3mxtt2fvbJrx8FtubBWkhKHjB2VRMk%3D) | | 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. |