Step 1: From ‘Payroll Employee Card’ select ‘Process’, then ‘Deductions’
Step 2: The ‘Employee Deductions’ table will open. Click ‘+New’ to add a new Deduction
Step 3: The ‘Payroll Employee Deduction Card’ will open
Step 4: Select a deduction code from the drop-down menu in the ‘Code’
Step 5: The ‘Description’ field will auto-populate after you select a code
Step 6: Select the formula for calculating the deduction amount from the employee’s wages from the available options in the drop-down menu
Step 7: Enter an amount or percent to calculate the deduction amount based on the formula you just selected
Step 8: Set the ‘Limit Does Not Reset Annually’ to True if the deduction does not reset annually. This is usually set to False. However, for certain deductions such as garnishments or loan repayments, it may need to set to True
If applicable to the deduction, the ‘Employee Deduction Limit’ and ‘Total Contribution Limit’ will pre-populate with information from the Payroll NOW by Integrity Data Payroll tax table. You don’t have to worry about tracking deduction and contribution limits for 401k, HSA, FSA, etc. The ‘Employee Deduction Balance’ and ‘Total Contribution Balance’ (the blue numbers) will automatically calculate after every posted payroll document for this employee.
Step 9: If there is an employer contribution associated with this deduction, set the ‘Employer Contribution’ to TRUE. Once selected, the ‘Employer Contribution Code’ and ‘Employer Contribution Description’ will become editable
Step10: Select the appropriate contribution code from the drop-down menu in the ‘Employer Contribution Code’ field
Step 11: After selecting a contribution code, the ‘Employer Contribution Description’ will automatically populate
Step 12: Select a formula for calculating the employer contribution from the drop-down menu in the ‘Employer Contribution Amount Formula’ field and then enter an ‘Employer Contribution Amount”
Step 13: Click the ‘Back’ button to save the deduction
Step 14: Review the new deduction in the ‘Employee Deductions’ table, then click the ‘Back’ button
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