Use this subtask to establish the employee's voluntary deductions and the parameters controlling those deductions. You must have already established the deductions in the Deductions screen in Costpoint Payroll. You can assign an unlimited number of deductions to an employee.
The employee ID and name will default from the main screen.
After selecting the New Line button on the toolbar, enter, or use Lookup to select, the code for the deduction. This field is required. When you tab out of this field, the defaults from the Deductions screen in Costpoint Payroll are shown on the line. You can edit any of these fields except for the Description field. Entries made on this line will override the defaults in the Deductions table.
The description of the related deduction code is displayed. This description defaults from the Deductions table and cannot be changed here.
To change the default method, enter one of the following methods to use for this deduction. This field is required.
FIXAMT - (Fixed Amount). Use this method when a particular dollar amount should be deducted each pay period (for example, an employee loan payback).
ADDGRS - (Add to Gross). Use this method for deductions such as Excess Life Insurance, relocation, or car allowance, where the deduction amount should be added to gross salary. The system adds the amount to the gross salary strictly for the Earnings Table. It is not considered part of the payroll variance when the Payroll Journal is posted (the amount added to gross and the deduction amount are not posted when this method is chosen).
NO DED - (No Deduction). This method "turns off" a deduction. Use it to disable a deduction for this employee.
PCTANN - Percentage of Annual Salary. This method multiplies the Rate by the employee's annual salary amount to come up with the deduction amount.
PCTCOD - Percent of Court Order. This method is used for garnishments or tax levies to determine the portion of wages that will be allocated to the courts.
PCTDPI - Percent of Disposable Income. This method is used only when the Deduction Type (in the Deduction screen) is "Admin. Fee Court Orders." This method will take the percentage entered to use for administrative fees. If you have entered a percentage other than 0.0% in the Percentage Override field in the Calculation Criteria subtask of the Employee Government Mandated Orders screen, you cannot override the percentage in the Rate field in this screen.
PCTGRS - Percentage of Gross Wages. This method multiplies the Rate by the total wages for the pay period.
PCTREG - Percentage of Regular Wages. This method multiplies the Rate by the total of all non-overtime pay type wages for the pay period.
GHRSPD - A per hour amount based on hours paid. This method multiplies the rate entered in EMPL_DED table by the gross hours worked. Gross Hours Worked in this case is defined as pay type hours times pay type factor.
GRSHRF - Gross Hours. Use this method when the deduction amount is based on total hours worked for the period. The system will calculate the deduction amount by adding all hours for the payroll period and multiplying that figure by the deduction amount.
GRSHRP - Gross Hours. Use this method when the deduction amount is based on total hours worked for the period. The system will calculate the deduction amount by adding all hours for the payroll period and multiplying that figure by the deduction percentage.
REGHRF - Regular Hours. Use this method when the deduction amount is based on all hours not designated as overtime hours. The system will calculate the deduction amount by adding all non-overtime hours for the payroll period and multiplying that figure by the deduction amount.
REGHRP - Regular Hours. Use this method when the deduction amount is based on all hours not designated as overtime hours. The system will calculate the deduction amount by adding all non-overtime hours for the payroll period and multiplying that figure by the deduction percentage.
Enter the desired deduction percentage, using up to four decimal places, or the deduction amount, depending on the Method selected. This is a required field.
Enter a calendar-year limit for the deduction amount or the balance if this deduction's ceiling method is "O" (One Time Limit) in the Deductions screen in Costpoint Payroll. If you do not enter a limit, the deduction is considered unlimited. For "P" (Payroll Year Limit) ceiling methods, the system checks this amount each time it computes deductions in the Compute Payroll program in Costpoint Payroll to ensure that the limit is not exceeded for the calendar year.
When you select the Deduction Priority checkbox in the Payroll Settings screen, you must enter a value between 1 and 99 in this field. This will establish priorities when deductions are taken on a company-wide basis when computing payroll. One represents the highest priority and 99 represents the lowest priority. When you enter a new deduction, 99 will default into this table. You can change the value for each employee.
Enter a date for the deduction to start. This will normally be the pay period start date. If the start date is later than the pay period end date, the deduction will start in the following pay period. Leave this field blank to indicate that the deduction should start immediately.
Enter a date through which the deduction should be used. This will normally be the pay period end date. Leave this field blank to indicate that this deduction should continue indefinitely.
This database-only informational field displays the end date related to the deduction, such as an insurance coverage end date.