Creating an Employee Deduction Set

An employee must be enabled in Manage Employees before a deduction set can be created and assigned to the employee.

Deductions and benefits that have been set as defaults for all employees in Manage Deductions are automatically available when a new deduction set is created for an employee. You can delete a default deduction if it doesn't apply to an employee.

You will use this window to complete federal and state withholding information & group term life information, add & edit fixed amount deductions/benefits, add & edit percentage amount deductions/benefits, enter direct deposit information, and enter a group cap override, if needed.

Create an employee deduction set

  1. Select Deduction Assignment from the Payroll menu, and the Deduction Assignment window opens. The screenshot illustrates the system settings which include only current & new sets for each employee. These settings are selected from the gear menu in the upper right corner of the grid.

  2. Click the Add button, and the Deduction Details window opens. Required fields are marked with a red asterisk (*).

  3. Select the Employee from the pull-down list. Note: You can begin typing the employee name to narrow the selection.

  4. Complete the header fields as described.

  5. Click Save, and the remaining fields are displayed.

  6. Complete the FICA/Medicare Information.

Continue with Creating a Deduction Set — Federal Withholding Information

 

Return to Deduction Assignment Overview