Add a deduction or benefit — Optional Deduction Information fields

Complete the Optional Deduction Information fields as desired.

• Jobs/Addenda: Specify which jobs/addenda are to be included when calculating this deduction/benefit; default is to include All. Click here for more information on completing this field on the FICA deduction.

• To select jobs/addenda, click the ellipsis button, and the Include Master Positions window opens with all master positions included.

• To include just a few jobs, click the Exclude All button, and then select the jobs you want, and click Include. For example, you may want to take this action when creating certain worker's compensation deductions that can only be applied to certain jobs.
  To exclude just a few jobs, click select the jobs you want to exclude, and click the Exclude button.

• When you've completed making the selections, click OK.

• If the deduction/benefit does not apply to all jobs, it must use the Percentage method of calculation.

• Annual Cap Type: Specify whether any yearly caps are to be figured on the basis of a Calendar year or a Fiscal year.

• Cap Group Name: If this deduction is part of a deduction cap group, select the name of the group. Click here for more information.

• Include OT:  Specify whether or not the system should use overtime information when calculating this deduction. Options are:

• Yes (All Pay): Default; this option will include any overtime at designated overtime rates.

• Yes (Straight Pay): This option will include all overtime, but will calculate the total time as straight pay.

• No: Choose this option to disregard overtime in the calculation.

• Rollover: Check this box to include this deduction/benefit in the year-end rollover. Leave the box unchecked if the deduction isn't going to be used in the new fiscal year.

• Retirement: Check this box if this deduction/benefit should be included in retirement reporting and on W-2s.

• W-2 Box No: If this deduction/benefit must be reported on W-2s, select the box in which it should be reported.

• W-2 Sub Code: If the W-2 box selected in the previous field (usually boxes 12 & 14) requires an associated sub code, select it from the list. Only sub codes associated with the selected W-2 box are included in the pull-down list.

• Note: If Box 14 was selected and no sub codes are available, you must enter them in W-2 Box Subcodes.

• When the W-2 box code is either 12 or 14 and the sub code field is completed, the Display on W-2 field becomes visible, allowing you to designate if the employer and employee portions, employee portion only, or employer portion only should be included on the W-2.

• Secondary W-2 Box No: If this deduction/benefit must be reported on W-2s in more than one box, select the box in which it should be reported.

• Secondary W-2 Sub Code: If the W-2 box selected in the previous field (usually boxes 12 & 14) requires an associated sub code, select it from the list. Only sub codes associated with the selected W-2 box are included in the pull-down list.

• Note: If Box 14 was selected and no sub codes are available, you must enter them in W-2 Box Subcodes.

• When the secondary W-2 box code is either 12 or 14 and the sub code field is completed, the Display on W-2 field becomes visible, allowing you to designate if the employer and employee portions, employee portion only, or employer portion only should be included on the W-2.

• Allocate To: For employer-paid deductions, select from All Jobs and Primary Jobs Only. Click here for an explanation of this field.

Continue with the Employee Information fields

Continue to Enabling a Deduction or Benefit

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