Use the Deduction Assignment window to create and maintain deduction sets for employees. A deduction set includes federal and state withholding information, percentage deductions &benefits, fixed amount deductions & benefits, GTL, and direct deposit information.
Deductions and benefits must have been created in the Manage Deductions window.
Employees must be enabled in Manage Employees before deduction sets can be created and assigned to them.
Create a deduction set for an employee.
Complete the group term life information.
Add & edit fixed amount deductions/benefits.
Add & edit percentage amount deductions/benefits.
Enter direct deposit information.
Enter an override to the group cap, if needed.
Approve the deduction set — this action makes it the Current deduction set to be applied against an employee’s wages.
Deduction sets will have one of three states: New, Current, or Past.
During the process of creating the first deduction set — before it's approved — it will be in the New state.
The process of approving a deduction set does two things: it assigns the approved deduction set the Current status and creates a copy of the deduction set, assigning it the New status.
Once an employee's first deduction set has been approved, the employee will always have at least two deduction sets — one Current and one New.
Only deduction sets with the New status can be edited.
When the user edits a New deduction set and then approves it,
the previous Current set becomes a Past set,
the approved New set becomes the Current set,
and a copy of the approved set becomes the New set.
Edit a deduction set
Copy a deduction set
Delete a deduction set
Rollover a deduction set
Reimburse an employee deduction that was mistakenly withheld
Return to Set Up Payroll
Version
4.1 © 2020 - Harris School Solutions - All rights reserved