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How to set up Regular Deductions
Select "Employee Settings", then "Employee Details". Select an employee from the left-hand side and then select "Reg. Deductions" under "Other Details".
Ensure that you have selected the correct employee, then select "Add".
Select the required deduction from the "Deduction" dropdown menu. If the deduction you would like is not accessible from this dropdown menu, then select "Set Up Items" to view and enable preset deductions that you may consider using within your system.
Enter in a free-format description if required.
In the "Unit Amount", type the amount that would be deducted from each pay period. e.g. $5
"Total for Deduction" is the total amount of this deduction including what has already been deducted. $85
"Deducted Amount" is the amount that has already been deducted in the past. If there has not been any deductions made, leave the field blank.
If the deduction is to be paid to a 3rd Party, tick the box. You will then be required to enter the bank account number and references for payment to the 3rd Party.
When you are finished entering all relevant details, select "Save".
Select the required deduction from the "Deduction" dropdown menu. If the deduction you would like is not accessible from this dropdown menu, then select "Set Up Items" to view and enable preset deductions that you may consider using within your system.
Enter in a free-format description if required.
In the "Unit Amount", type the amount that would be deducted from each pay period. e.g. $5
"Total for Deduction" is the total amount of this deduction including what has already been deducted. $85
"Deducted Amount" is the amount that has already been deducted in the past. If there has not been any deductions made, leave the field blank.
If the deduction is to be paid to a 3rd Party, tick the box. You will then be required to enter the bank account number and references for payment to the 3rd Party.
When you are finished entering all relevant details, select "Save".
Reducing Balance Summary Deductions
In addition to being able to load a reducing-balance deduction for employees who pay off amount each week until the amount reaches zero, you also have the option to make the deduction a summary deduction whereby rather than adding multiple deductions for similar items i.e tool or uniform purchases, you can add more than one amount into the same deduction to give a cumulative total. Note: If this deduction is being paid to a third party and requires a unique reference this option will not work. You must set up separate deductions.
In your employee's "Regular Deductions" menu, open your previously entered deduction. |
Select "Advanced Options", then "Summary Deduction". Select "Continue" to open a new menu.
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When you select "Add" you will then be able to add a record for the amount owed along with a description. Select "Save". Doing this for each item owed will create a total owed amount which is the total from which the unit (or deduction) amount will be deducted each pay period. You can add or top up this deduction at any time. Once the deduction reaches zero the deduction will stop.