Deductions tab

This screen will display the deductions that have been created within the payroll and attached to the individual. If an individual does not have the required deduction on their base data record it can be added whilst in the payrun

Adding a New Deduction

1. Click on the Payrun icon.

2. Go to the Payrun menu and select Amend Payrun followed by Full Data Entry.

3. Click OK at the payrun reference screen, and go to the Deductions tab.

4. Select the employee you wish to add a deduction to using the navigation bar.

   

5. Click the Add a Deduction button.

6. The pop-up screen allows you to select a deduction to add.

   

   The Deduction Position defaults to the next available position in the list. You can override this with the desired position but you can’t add a new deduction to a position that is filled.

   Select the deduction you wish to add from the Deduction to be Added drop-down list

   

7. Click OK to add the deduction.

8. You will see it added to the list of deductions.

   

   Enter the amount to be deducted in the Amount column. This is a temporary value and will be cleared when the year to date values are updated

   

   Once you have entered a temporary deduction amount, you will see a warning appear on the right-hand side of the screen

   

   If you wish to reset the deduction values for this employee to the defaults on the employee base file, click the Recalculate deductions button

9. Click Save.

Amend existing deduction values

As well as adding new deductions, you may also amend the values for existing deductions on this screen. Amendments will be on a one-off basis, and cleared down or reverted to existing values when the Year-to-Date Update is performed.

1. Click on the Payrun icon.

2. Go to the Payrun menu and select Amend Payrun followed by Full Data Entry.

3. Click OK at the payrun reference screen, and go to the Deductions tab.

4. Select the employee you wish to amend values for using the navigation bar.

   

5. Locate the deduction you wish to amend.

   

   Enter the amount to deduct in the Amount column. This is a temporary value and will be cleared when the year to date update is run

   

   Once you have entered a temporary deduction amount, you will see a warning appear on the right-hand side of the screen

   

   If you wish to reset the deduction values for this employee to the defaults on the employee base file, click the Recalculate deductions button.

6. Click Save.

7. Repeat from step 4 as required.

Recover an advance

As well as standing deductions, an option exists to recover advances on the deduction screen.

This is fed from the employee base data but if you have not recorded it there, you can still use this field to deduct the advance repayment from the employee.

1. Click on the Payrun icon.

2. Go to the Payrun menu and select Amend Payrun followed by Full Data Entry.

3. Click OK at the payrun reference screen, and go to the Deductions tab.

4. Select the employee you wish to deduct the advance from using the navigation bar.

   

5. At the bottom right of the screen, you will find the Advance Repaid field. Enter the value of the advance you wish to recover from the employee.

   

6. Click Save.