Edit a Deduction Set

To preserve the audit trail, deduction sets cannot be changed if they have the status of Current or Past. Only New deduction sets may be changed.

An employee who has been submitted to payroll must be removed from payroll in order to edit the deduction set.

Important: If the employee is already included on a Submitted payroll register in Manage Payroll, the deduction set changes will not be reflected on that register. To update the submitted payroll register, first unsubmit the payroll register and submit it again.

Use the Preview Net Pay feature to preview what effects the changes to the deduction set will have on an employee's paycheck.

Edit a deduction set

1. Select Deduction Assignment from the Payroll menu.

2. Use the Search field or pinned Display Name filter to locate the employee whose deduction set you want to edit.

3. Click the Change Number link OR check the box for the New deduction set you want to edit, and click the Edit button. The Deduction Details window opens.

   • Header fields: Edit as needed. Click here for descriptions.

   • Federal withholding information: Edit as needed.

   • State withholding information: Edit as needed.

   • Group Term Life Information: Edit as needed.

   • Fixed amount deductions:

   • • Add fixed amount deductions to the set

     • Edit the existing fixed amount deductions: Check the box for the deduction you want to change, and click the Edit button at the top of the tab OR click the Edit All button. Make the required changes in the Edit Fixed Amount Deduction window, and click Save or Save and Next. Click here for descriptions of the fields.

     • Delete fixed amount deductions: Check the box for the deduction you want to delete, and click the Delete button at the top of the tab. Click Yes when asked to confirm the deletion.

   • Percentage amount deductions:

   • • Add percentage amount deductions to the set

     • Edit the existing percentage amount deductions: Check the box for the deduction you want to change, and click the Edit button at the top of the tab OR click the Edit All button. Make the required changes in the Edit Percentage Amount Deduction window, and click Save or Save and Next. Click here for descriptions of the fields.

     • Delete percentage amount deductions: Check the box for the deduction you want to delete, and click the Delete button at the bottom of the grid. Click Yes when asked to confirm the deletion.

   • Direct deposit information:

   • • Add an account

     • Edit direct deposit information: Check the box for the bank account you want to change, and click the Edit button at the top of the tab OR click the Edit All button. Make the required changes in the Edit Direct Deposit Deduction window, and click Save or Save and Next. Click here for descriptions of the fields.

     • Delete direct deposit information: Check the box for the bank account you want to delete, and click the Delete button at the bottom of the grid. Click Yes when asked to confirm the deletion.

• Override group cap:

• Add an override

• Edit an override: Check the box for the override you want to edit, and click the Edit button at the top of the tab OR click the Edit All button. Make the required changes in the Edit Override Group Cap window, and click Save or Save and Next. Click here for descriptions of the fields.

• Delete an override: Check the box for the override you want to delete, and click the Delete button at the bottom of the grid. Click Yes when asked to confirm the deletion.

4. When finished editing the set, click Save or Save and Approve.

Return to Deduction Assignment Overview