EMPLOYEE MAINTENANCE - Deductions Tab

 

DESCRIPTION:  Houses all the deductions for an employee.

 

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1. To access the Employee Maintenance/Banks Tab, click on the Payroll button, , then click on the EMPLOYEE MAINTENANCE button.  

 

2. Next, click on the DEDUCTIONS tab in the middle of the screen.

 

 

To add a New deduction for an employee:

 

3. Click on the NEW button.

 

4. Click on the DED CODE button pull-down menu.   This will give you the deduction codes that are available for this employee.

 

NOTE:  All of the deductions that are available for employees should be set up FIRST in SETUP DEDUCTION TYPES under PAYROLL.

 

5. Select the Deduction Code you want to set up for the employee.  In our example we'll use the deduction code for Federal taxes.

 

6. Set the STATUS to Active by entering "A". 

 

7. Next you will enter the amount of exemptions and any additional amounts the person wants, according to the W-4 they filled out. 

 

 

 

PLEASE NOTE:  The Parameters of "exemptions" and "additional" are set up in the PAYROLL>SETUP DEDUCTION TYPES>PARAMETER TAB.

 

 

 

8.  For most deductions, you would click SAVE at this point to save your deduction or click CANCEL if you don't want to save it.    However, if you are entering a direct deposit deduction, please continue to #9 on the instructions.

 

9. If you are entering a deduction for direct deposit, you would want to enter the direct deposit account number and routing number in the Pay To

 

 

10. After entering the direct deposit account number and routing number, click the SAVE button.  (Or cancel button if you don't want to save the information.)

 

11. Click the DONE button to exit the screen.

 

 

TO EDIT A DEDUCTION:

 

1. Click the EDIT button on the deduction code you want to edit.

 

2. Make the changes you wish.

 

3. Click the SAVE button to save the change, or the CANCEL button to if you don't want to save the information.

 

4. Click the DONE button to exit the screen.