Apply Deduction Codes to Employees

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Expand/Collapse item  Overview

You can save time by assigning a deduction code to all employees or a specified range of employees at the same time. You can also update a deduction code record, and then apply the change to the employees who are already assigned that deduction.

To apply deduction codes to employees

  1. Select Payroll Setup menu > Deduction Code Maintenance.

  2. Select a deduction code. For more information, see Deduction Code Maintenance - Fields.

  3. Make changes to the deduction record as needed, and then click Apply.

  4. In the Apply Deduction to Employees window, select an option in the Adjust Employees with Existing Deduction field.

    For more information, see .

  5. In the Adjust Standard Amount/Rate, Limit or Both field, select whether to update the standard amount or rate, the standard limit, or both.

  6. If you want to update only employees with a specific original deduction amount/rate or limit, select the Adjust Employees with a Specific Rate or Limit check box.

    If you select this check box, complete step 7; otherwise, proceed to step 8.

  7. In the Original Deduction Amount/Rate and Original Deduction Limit fields, enter the original deduction amount or rate and limit. Only employee records with an exact match to these fields (and who are selected using the Selections grid) will be updated.

  8. In the Selections grid, enter your selection criteria.

  9. Click Proceed.

The record is validated and written to the Employee file for the selected employees. Clicking Cancel in the Deduction Code Maintenance window does not cancel the changes made.  

Expand/Collapse item Example 1

If you change the union dues deduction amount to $12.00, you can apply this new rate to all employees currently incurring this deduction. Under these circumstances, in the Apply Deduction to Employees window:

  • Select Already Applied in the Adjust Employees with Existing Deduction field.

  • Clear the Adjust Employees with a Specific Rate or Limit check box.

 

Expand/Collapse item Example 2

If the union dues deduction rates vary between employees, you could apply the new rate to only those employees incurring the original $10.00 deduction rate. Under these circumstances, in the Apply Deduction to Employees window:

  • Select Already Applied in the Adjust Employees with Existing Deduction field.

  • Select the Adjust Employees with a Specific Rate or Limit check box.

  • Type 10.00 in the Original Deduction Amount/Rate field.