Set Up a Combined Deduction Limit Code

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You can create a combined deduction limit code that includes more than one deduction code. For example, set up a combined 401K deduction limit code that includes both regular 401K and 401K Roth deductions, and then apply it to employees.

Before setting up a combined deduction limit code, you must select the Reset Balance at Year End check box in Deduction Code Maintenance for each deduction code you want to include in the combined limit.

To set up a combined deduction limit code and apply it to employees

  1. Select Payroll Setup > Combined Deduction Limit Maintenance.
  2. Enter a new limit code and description. For more information, see Combined Deduction Limit Maintenance - Fields.
  3. Select the deduction type. For example, if you're setting up a combined 401K deduction limit code, select Pension Plan.
  4. In the Combined Limit field, enter a dollar amount for the combined deduction limit.
  5. In the grid, click the Select check box for each deduction code you want to include in the combined limit.
  6. Click Apply to apply the combined limit to employees.
  7. In the Apply Combined Limit to Employees window, select Apply Combined Limit in the Adjust field.
  8. In the Selections grid, enter your selection criteria.
  9. Click Proceed.

The combined deduction limit is created, the standard limit for each deduction included is updated in Deduction Code Maintenance, and employee deduction balances are recalculated accordingly for the selected employees.