Use this screen, which you can also access in the Maintain Employee Master screen, 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.
Enter, or use Lookup to select, the employee ID for the employee in this field. After you enter the employee ID, the employee's name is displayed to the right of this field. This is a required field.
Select the New Line button on the toolbar, then enter, or use Lookup to select, the deduction code for the deduction. The defaults from the Deductions screen are displayed when you tab out of this field. You can edit any of these fields except for the Description field. Entries made on this line override the defaults in the Deductions table. This is a required field.
This non-editable field displays the description from the Deductions table.
To change the default method, enter one of the following methods to use for this deduction in this required field:
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 when you need to disable a deduction for this employee.
PCTANN - Percent of Annual Salary. Use this to multiply 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 - Percent of Gross Wages. Use this to multiply the Rate by the total wages for the pay period.
PCTREG - Percent of Regular Wages. Use this to multiply 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, this amount is selected each time that deductions are computed 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 the Deductions screen. This will establish priorities when deductions are taken on a company-wide basis when computing payroll. One ("1") represents the highest priority and "99" represents the lowest priority. When you enter a new deduction, this value will default into this table. You can change the priority number on an employee basis.
Enter a start date for the deduction. This will normally be the pay period start date. If the date is later than the pay period start 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. If the date is earlier than the pay period end date, the deduction will not be taken. Leave this field blank to indicate that this deduction should continue indefinitely.
Enter the end date related to the deduction, such as an insurance coverage end date. This is for information only.
Changes to this screen update the PR_EMPL_DED table.