Apply Deduction to Employees - Fields

 

Apply Deduction to Employees

Deduction Code

This field displays the deduction code representing the deduction type to apply to the employee range.

 

Description

This field displays the deduction code description.

 

Adjust Employees with Existing Deduction

Select an option for adjusting employees with existing deductions.

  • Select Already Applied to update any employees (within the selected range) to whom this deduction code has already been applied.

  • Select Never Applied to update only those employees (within the selected range) to whom this deduction code has not been applied.

  • Select All Employees to apply the deduction code to all employees.

 

Adjust Standard Amount/Rate, Limit, or Both

Select whether to update the standard amount, rate, or standard limit.

  • Select Standard Amount or Rate to update only the standard amount or rate for employees for whom this deduction code applies.

  • Select Standard Limit to update only the standard limit for employees for whom this deduction applies.

  • Select Update Both to update both the standard amount or rate and the standard limit for employees for whom this deduction code applies. If you select Update Both, both the original deduction amount/rate and the original deduction limit must match the voluntary deduction information in the employee's record for the amount or rate and the limit to be adjusted.

 

Adjust Employees with a Specific Rate or Limit

Select this check box to update only those employees (within the selected range) with a specific original deduction rate. Clear this check box to update all employees within the selected range. This field is available only if you selected Already Applied or All Employees in the Adjust Employees with Existing Deduction field.

 

Original Deduction Amount/Rate

Enter the original deduction amount/rate for this range of employees. If you selected Standard Amount or Rate or Update Both in the Adjust Standard Amount/Rate, Limit, or Both field, the original deduction rate entered must match the rate entered in the Ded. Rate field in the Voluntary Deduction Maintenance window in Employee Maintenance for this employee. This field is available only if the Adjust Employees with a Specific Rate or Limit check box is selected.

Note If you select Update Both in the Adjust Standard Amount/Rate, Limit, or Both field, both the original deduction rate and the original deduction limit must match the voluntary deduction information in the employee's records in order for the amount or rate and the limit to be adjusted.

 

Original Deduction Limit

Enter the original deduction amount/rate for this range of employees. If you selected Standard Limit or Update Both in the Adjust Standard Amount/Rate, Limit, or Both field, the original deduction limit entered must match the amount entered in the Ded. Goal field in the Voluntary Deduction Maintenance window in Employee Maintenance for this range of employees. This field is available only if the Adjust Employees with a Specific Rate or Limit check box is selected.

Note If you select Update Both in the Adjust Standard Amount/Rate, Limit, or Both field, both the original deduction rate and the original deduction limit must match the voluntary deduction information in the employee's records in order for the amount or rate and the limit to be adjusted.

Operand

Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.

The following operands are available:

Operand

Operand Function

All Selects all information for the Select Field.
Begins with Selects only the information for the Select Field that begins with the value entered in the Value field.
Ends with Selects only the information for the Select Field that ends with the value entered in the Value field.
Contains Selects only the information for the Select Field that contains the value entered in the Value field.
Less than Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater than Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.

Range

When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.


Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.

Equal to

Selects only the information for the Select Field that is equal to the value entered in the Value field.

Not Equal to

Selects only the information for the Select Field that is not equal to the value entered in the Value field.

 

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.

You can use commas (,) to separate multiple values; however, if your selection values already contain commas, you must use alternate separators to separate them.

Note When alternate separators are used, the value list must end with the alternate separator character.

The alternate separators include the following:

~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

If your company uses commas in item codes, use an alternate separator to select one or multiple item codes.

 

Value

Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.

You can enter single or multiple values as follows:

Operand

Value

All Selects all information for the Select Field.

Begins with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Ends with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Contains

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Less than Only single values are allowed.
Greater than Only single values are allowed.
Range Both Value fields are used to define a range. Only single values are allowed at each Value field.
Equal to Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Not Equal to

Multiple values are separated by a comma or alternate separator. An AND condition is assumed.

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").