Available for the following Payroll plans: Essentials, Standard, Premium
A payroll deduction occurs when an employer removes funds from an employee's pay before they receive their pay cheque. While some payroll deductions are legally mandated, others are made through a private agreement between an employer and the employee.
The Deduction Categories feature allows you to manage payroll deductions by creating new categories, configuring their details, and editing or deleting previous records that need to be updated or removed.
Manage deduction categories
Add a deduction category
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Deduction Categories button.
- Click the Add button.
A form called New deduction category will now appear on the page.
- On the New deduction category form, complete the following fields:
- Name
- Deduction type:
- Pre tax deduction
- Post tax deduction
- External ID
- Classification:
- Default
- Student loan mandatory
- Student loan voluntary
- Child support
- Family tax credit overpayment
- Payroll giving
- Click the Save button.
Edit a deduction category
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Deduction Categories button.
- Click the deduction category that needs to be edited.
A form called Edit Deduction Category will now appear on the page.
- On the Edit Deduction Category form, enter the required information.
- Click the Save button.
Delete a deduction category
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Deduction Categories button.
The Deduction Categories page will now appear with a list of your deduction categories.
Note: If the deduction category can be deleted, it will have a red rubbish bin icon beside it. If it cannot be deleted, it will be a grey rubbish bin icon.
- On the same row as the deduction category you want to delete, click the Delete button (the red rubbish bin icon).
- On the Confirm delete? window that will now appear, click the Delete button.
Explore related content
- Add, edit, and manage locations on the Payroll platform This feature allows you to add and update locations that can be assigned to your employees based in different regions or provinces.
- Add, automate, and manage pay schedules on the Payroll platform This feature allows you to create and edit pay schedules, set pay frequencies, and both automate and configure the relevant components.
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