Creating a Deduction Set — Fixed Amount tab

When a new deduction set is created, any default fixed amount deductions are added to the Fixed Amount tab.

• You can delete any default deduction or benefit if it is not applicable to the selected employee.

• Deductions and benefits can only be added, modified, or deleted if the deduction set is in the New state.
  Note: Normally a new set is created for editing when a set is approved. But if there isn't a new set, make a copy of the current deduction set in order to add or make changes to the deductions or benefits.

Add a fixed amount deduction/benefit

1. While in Payroll > Deduction Assignment > Deduction Set Detail on the Fixed Amount tab, click the Add button at the top of the tab. The Add Fixed Amount Deduction window opens in a popup.

2. Complete the Deduction Section fields as described below. Required fields are marked with a red asterisk (*).

   • Deduction: Select the deduction/benefit from the pull-down list. Once the name is selected, the Type, Variable, Employee Cap & Period Amount, and Employer Period Amount & Cap fields are completed with the default information from Manage Deductions.

   • Deduction Start Date: Click the Select Period Start Date link to select the period date at which the system should begin to withhold or pay the deduction/benefit.

   • Deduction End Date: Click the Select Period End Date link to select the period date at which the system should stop withholding or paying the deduction/benefit.
     Note: The start and stop dates allow you to create deductions such as charitable contributions that can automatically end. Start and stop dates also work in conjunction with the Evenly Over Date Range - Balloon and Evenly Over N Periods - Balloon payment plans.

   • Number of Periods: If you enter a number here after entering the start date, the system calculates the deduction end date. This option is used primarily for adjustment type deductions and will prevent the deduction from rolling over to the new year.

   • Variable: Check this box if the amount may be different for this employee.

   • Comment: Enter text if desired.

3. Complete the Employee Section fields if the deduction/benefit has the Variable box checked. These fields are not editable for deductions/benefits that aren't variable.

   • Employee Period Amount: Change the default if needed, if the deduction/benefit is variable.

   • Employee Monthly, Yearly, and Multi Year Caps: Enter dollar amounts if desired for variable deduction/benefits.

   • Employee YTD Deducted Amount and Employee Remaining Amount: Read only calculations.

4. Complete the Employer Section fields if the deduction/benefit has the Variable box checked. These fields are not editable for deductions/benefits that aren't variable.

   • Employer Period Amount: Change the default if needed, if the deduction/benefit is variable.

   • Employer Monthly and Yearly Caps: Enter dollar amounts if desired for variable deduction/benefits.

   • Employer YTD Deducted Amount and Employer Remaining Amount: Read only calculations.

5. Click Save to save this deduction/benefit and return to the Deduction Set Detail window,
   OR click Save and Add to save this deduction/benefit and add another.

6. Repeat steps 2 - 5 to add more fixed amount deductions and benefits to the employee's deduction set.

7. When finished adding fixed amount deductions and benefits to the employee's deduction set, click on the Percentage tab. Click here for instructions,
   OR if you don't need to add deductions, benefits, or direct deposit information, click Save or Save and Approve.

Continue with Create a Deduction Set — Percentage Amount

Return to Creating an Employee Deduction Set

Return to Deduction Assignment Overview