Copy a Deduction Set

To preserve the audit trail, deduction sets cannot be changed if they have the status of Current or Past. Only New deduction sets may be changed, and while an employee always has at least one New deduction set after the initial creation of deduction sets, you may want to create additional New sets to try out different scenarios.

In this case, you can use the Copy function to create additional deduction sets, make changes to the sets, and use the Preview Net Pay feature to see how different deduction sets will affect the employee's pay.

Copy a deduction set

  1. Select Deduction Assignment from the Payroll menu, and that window then opens.

  2. Use the Search field or pinned Display Name filter to locate the employee whose deduction set you want to copy.

  3. Check the box for the deduction set you want to copy, and select Copy from the More menu. The new deduction set will be created with its change number incremented by one from the most recent deduction set.

  4. Repeat steps 1 - 3 to create as many copies as you want.

The new deduction set(s) are ready to edit. See Edit a Deduction Set for instructions.

If you have created multiple copies of a deduction set, we recommend that you delete the extra new sets after you've decided which new set to use so you won't accidentally edit one of the extra sets in the future.

 

Return to Deduction Assignment Overview