To assign a deduction to an employee you need to first navigate to the People module and select the employee you would like to assign the deduction to. Click on their profile so you are taken to their 360 view.
In their 360 view, select the deductions tab. It is in the same navigation bar that has the employment info and documents tabs. Click the 'create user deductions' button to create a deduction for that person.
Here you will have a fillable form with several fields.
Fields:
- Deduction Type (required): The name of your deduction
- Vendor: The company that this deduction will be paid to
- Deduction Rules: Choose which weeks of the month to apply the deduction.
- Description (required): Any additional information on the deduction
- Effective Date (required): When the deduction will start being applied
- End Date: When the deduction will stop being applied
- Type (required): Whether the deduction is a fixed dollar amount or percentage amount
- Employer Amount (required): The amount to be deducted from the employer
- Employee Amount (required): The amount to be deducted from the employee
- Payments Limit: The max number of times this deduction can be taken.
After inputting the fields with your data you can click the 'create user deduction' button to make the changes go live.