Deduction

Overview

‘Deduction’ main navigation consists of a list of deduction records in the directory under various transaction categories and types such as 'Child Support,' 'Advance Bank,' 'Garnishment,' 'Fees,' 'Pretax Insurance,' and so on. It allows users to add and edit multiple deduction details under specific categories and types such as 'Deduction Name,' 'Transaction Code,' 'Status,' and so on. These contributions are customizable as per the company’s requirements. Users can also manage access to this deduction as required. The deduction is added for an employee and is used in the payroll process. 

Users can enable or disable the ‘Active’ toggle button to view active or inactive deduction as required. Also, users can search for the deduction from the search box or use the filter for the directory’s deductions records. By default, Active deductions are displayed. 

Users can choose the transaction category and type from the dropdown to view the deduction added under the selected category and type.

Favorite Action

There are three actions in the favorite icon of the deduction directory. They are:

• Add
• Edit
• Refresh

Add

It allows users to set up the deduction with details including 'Deduction Name,' 'Transaction Type,' 'Transaction Code,' 'Status,' 'Description,' etc., and can also manage access to this deduction. Users must select the transaction type and category from the dropdown to add a deduction under a specific category and type. There are two steps to add a deduction. They are:

• Deduction
• Access

1. Deduction

Users need to enter deduction details such as transaction code of deduction, description, GL code.

2. Access

In this step, users can manage access to this deduction. Only companies and offices having access to the deduction will be able to add the deduction for employees under the related company and office.

Edit

It allows users to edit the deduction details as required.

Refresh

It allows users to refresh the deduction details if changes are not reflected.

The deduction added from ATM under the related company and state will be displayed as an option while adding the deduction for employees in the Employee Information System (EIS) application under Payroll top navigation.

There are two actions under the vertical ellipsis button of the Deduction directory. They are:

•  Access
• Inactive

1. Access

It allows users to manage the access of the deduction similar to when adding or editing a deduction.

2. Inactive

Users can disable a deduction and change its status to ‘Inactive’ from this action. When the user disables a deduction, it will not be displayed as an option while adding a deduction for employees in EIS under Payroll top navigation.