Deductions and Benefits Details Sidesheet

1

Done

Click to close the sidesheet and return to the Payroll tab of the Employee Record.

2

+Add Benefit/Deduction Button

If details for an existing deduction or benefit are already displayed, click to clear the Add Benefit or Deduction form (#8) and create a new deduction or benefit.

Benefits and deductions cannot be added for separated employees. If the employee has been separated from the associated legal entity, this button is not displayed.

3

Pre-Tax Deductions

List of all deductions and benefits that are applied to the employee's paycheck before taxes. If more than one deduction or benefit is listed, they will be applied in the order that they are listed in.

4

Deduction or Benefit 

Summary information for the configured deduction or benefit. Click to open the 'Add benefit or deduction' form to view or edit all details. 

5

Delete

Click the trashcan icon to remove the associated deduction or benefit.

6

Post-Tax Deductions

List of all deductions and benefits that are applied to the employee's paycheck after taxes. If more than one deduction or benefit is listed, they will be applied in the order that they are listed in.

7

'Add benefit or deduction' Form

If no existing deduction or benefit is selected, the 'Type' drop-down menu will be displayed, allowing the user to create a new deduction or benefit. If an existing deduction or benefit is selected, its details will be displayed.

8

Type Drop-Down Menu

Lists all of the deduction or benefit types available. Selecting a type will then display a blank form for configuring a new deduction or benefit of that type.

Most types can only be used once. Types that can be added multiple times include 'Garnishment', 'Loan Repayment', '401(k) Loan Repayment', 'Dues', and 'Other Post-Tax Deduction'.

1

Type

Type of the deduction or benefit. This selection determines the fields available for configuration on the form.

2

Detailed name (optional)

User-entered name for the deduction or benefit.

3

Method

How the deduction or benefit is calculated.

For most deduction or benefit types, the only option available is 'Fixed Amount'.

4

Apply to

The frequency that the deduction or benefit is applied to the employee's paycheck. 

All payroll payments distributed over the month - The deduction or benefit is split evenly between all pay runs for the month.

First payroll payment in the month - The deduction or benefit is applied to only the first traditional pay cycle pay run of the month. This option does not include manual one-time payments.

Each Payroll Payment - The deduction or benefit is applied to each traditional pay period pay run.

First payment in the month - The deduction or benefit is applied to the first payment in the month, including manual one-time payments.

Each Payment - The deduction or benefit is applied to all pay runs, including one-time payments.

This section is hidden until a Method (#3) is chosen.

5

EE deduction / EE deduction percent

The amount of the deduction or benefit paid by the employee on their paycheck.

6

ER contribution / ER contribution percent

The amount paid by the employer for this deduction or benefit. This amount will not be deducted from the employee's paycheck.

7

Effective Date

The first date the deduction or benefit will be included in payroll calculations for the employee.

8

Carry over unpaid balances Checkbox

When checked, if the employee's pay does not cover the configured deduction amount, the uncovered amount of the deduction is carried over and deducted from their next paycheck. Learn more about Net Pay Shortfalls and the carryover process here.

By default, if the employee's pay does not cover the deduction or benefit amount, the employee will be unpayable. Please contact R365 Support for assistance in resolving an unpayable employee due to insufficient pay to cover deductions or benefits.

9

Cancel Button

Closed the form without saving

10

Add Benefit / Update Benefit Button

For new deductions or benefits, after completing the form, click 'Add benefit' to add the new deduction or benefit. For existing deductions or benefits, click 'Update benefit' to save changes made to the form.

1

Fund and Remit

If enabled, garnishment amounts will be included in the total funding amount for pay runs and then paid to the applicable agency. To enable Fund and Remit for garnishments, contact R365 Support.

2

Upload Document Button

Click 'browse' to upload, or drag and drop a copy of the garnishment order as support for the garnishment deduction.

3

Order Details

Date order was received, agency name, and address for the agency that issued the garnishment order.

4

Identifying Numbers

ID information for the garnishment order. At least one of these three fields must be entered in order to save the garnishment deduction.

5

Effective Date

The first date that the deduction will be included in payroll calculations for the employee.

Fixed Amount

Deduction amount - Amount deducted from the employee's paycheck.

Apply to - This drop-down menu has the same choices as the 'Apply to' field in the regular form.

• All payroll payments distributed over the month - The deduction is split evenly between all payments for the month.

• First Payroll Payment in the Month - The deduction is applied to only the first payroll payment. This option does not include manual one-time payments.

• First Payment in the Month - The deduction is applied to the first payment in the month, including manual one-time payments.

Percentage

EE deduction percent - The percent of the employee's pay deducted from their paycheck.

Dollar limit (optional) - Maximum deduction amount.

Frequency - Frequency of the deduction.

Once total amount paid

The deduction will automatically end once the amount in the 'Total garnishment amount' field has been deducted.

On expiration date

The deduction will automatically end once the date in the 'Expiration date' field is reached.

Continue until updated

The deduction will not automatically end, and must be ended manually.

Once total amount paid

The deduction will automatically end once the amount in the 'Total amount owed' field has been deducted.

On expiration date

The deduction will automatically end once the date in the 'Expiration date' field is reached.

Continue until updated

The deduction will not automatically end, and must be ended manually.