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 Overview

Use this procedure to automatically apply deductions when processing payroll.

 Before You Begin

Set up deductions in Employee Maintenance. To add a deduction for an Employee, go to the Deductions tab and click the Add Deduction button. In the Add Deduction window, select the Automatic check box.

 

To automatically apply deductions using the Auto Pay feature

1. Select Payroll Main menu > Payroll Data Entry.

2. In the Pay Cycle window, select the Automatic Deductions check box.

3. In the Deduction/Earnings Period field, select the applicable period. For more information, see Pay Cycle - Fields.

4. Click Auto Pay.

5. In the Auto Pay window, make any necessary selections. For more information, see Auto Pay - Fields.

6. Click OK. You'll be asked if you want to automatically pay more employees.

   • Click Yes to pay more employees, repeat the steps in the Auto Pay window, and then click No in the message window when you are finished.
   • Click No if you are finished paying employees.

The Payroll Data Entry window opens, and records have been created with the deductions applied.

 

To automatically apply deductions when manually creating payroll entries

1. Select Payroll Main menu > Payroll Data Entry.

2. In the Pay Cycle window, select the Automatic Deductions check box.

   Note The Automatic Deductions check box also appears on the Payroll Data Entry Header tab, and it can be selected or cleared for individual employees.

3. Enter the remaining pay cycle information and click OK to proceed to Payroll Data Entry.

4. Select an employee. If you selected the Automatic Deductions check box on the Pay Cycle window, it is selected by default. If not, select it now. For more information, see Payroll Data Entry - Fields.

5. On the Lines tab, click Deductions to display and automatically apply all deductions.  

   Note If this is a new entry, and you click Accept to complete the entry without clicking Deductions, a message appears asking if you want to take automatic deductions. Click No if you manually entered deductions as line entries.

6. Click Accept.

The entry is saved with the automatically applied deductions.