ps8.9 payroll training guide general deduction override

7/27/2019 PS8.9 Payroll Training Guide General Deduction Override

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PAYROLL 8.9TRAINING GUIDE

GENERAL DEDUCTION OVERRIDE


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Payroll General Deduction Override General Deduction Override 8.9 TrainingGuide

TABLE OF CONTENTS

1. INTRODUCTION...............................................................................................................................1

1.1. GENERAL DEDUCTION OVERRIDE:.................................................................................................1

1.2. FUNCTION:PAYROLL ....................................................................................................................1

1.3. OBJECTIVE(S)...............................................................................................................................1

2. ENTRANCE CRITERIA ....................................................................................................................1

2.1. PREREQUISITE(S)/PRECEDING PROCESS(ES) ................................................................................1

2.2. INPUT DATA..................................................................................................................................1

3. PROCEDURAL STEPS....................................................................................................................2

3.1. ACCESSING GENERAL DEDUCTION OVERRIDE PAGE ......................................................................2

3.2. CLOSING/COMMENTS ...................................................................................................................5


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1. INTRODUCTION

1.1. General Deduction Override:

The General Deduction Override page provides the capability to take deductions out of different pay periods thanthose specified on the Deduction Table (if company policy permits). Additionally, this page can be used to

override benefit deductions if they were defined on the General Deduction Table.

1.2. Function: Payroll

1.3. Objective(s)

By the end of this chapter the user will be able to:

Understand General Deduction Override Access the General Deduction Override page

Create General Deduction Override entries

2. ENTRANCE CRITERIA

2.1. Prerequisite(s)/Preceding Process(es)

2.2. Input Data< The Training team should document the input form or source (e.g., sample documents, Client data, Training team

data) prior to conducting the training exercises. >

No. Input Form or Source Field Value / Comments

1

2


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3. PROCEDURAL STEPS

3.1. Accessing General Deduction Override page

3.1.1.Access the General Deduction Override page by following the navigation path

3.1.2.Enter as many indicative search fields as needed to select the appropriate

employee or narrow the search to a manageable list of employees matching thesearch criteria entered. Entry into at least one field is required.

Field

/Button

Name

R/O/C Description Values Comments

EmployeeID

O Enter an Employee ID

Company O Enter name of the

company that issued the

contract, if available.

Pay Group O Enter Pay Group ifavailable.

Name O And/or enter a portion of

the employees Name,

(last,first)

Last Name O And/or enter a portion of

the employees Last Nameonly,

Navigation

>Payroll for NorthAmerica>Employee Pay DataUSA>Deductions>Override GeneralDeductions


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Field

/Button

Name


Second

Name

O Enter Second Name if

available.

SecondLast Name

O Enter Second Last Name ifavailable

AlternateCharacter

Name

O And/or enter AlternativeCharacter Name, if

applicable (Global

feature),

Case

Sensitive

O Select this checkbox if you

want your search to be

case sensitive

Table Legend explanation of R/O/C abbreviations:

Table Legend

R (Required) The field listed is a required field. Data must be entered for thetransaction to be completed. Required fields are designated by an

asterisk preceding the field name.

O (Optional) The field listed is an optional field. Data may be entered but it is notrequired to complete a transaction. When a business variation

warrants data in this field, it should be entered.

C (Combined) The field listed is required only if other related fields have not beenpopulated. The requirement is combined across two or more fields; it

is required that one of the fields listed be populated.

D (Display) The field listed is a display only field. Data cannot be entered intothis field.

E (Empty) The field listed should be left blank in most cases.


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3.1.3.Press ENTER or click the SEARCH button. If the search criteria enteredmatches only one employe then the following page will render. Otherwise, a list

of employees matching the search criteria will be returned. Select the

appropriate employee from the list by double-clicking the entry.

3.1.4.Enter the appropriate data

Field /Button

Name


Employee Name D Employee Name:Defaults from the

selection criteria entered

on the search page.

EX George Garfield

ID D ID EmplID & Empl

Rcd # - that defaults from

the selection criteria

entered on the searchpage.

EX KUZ106

Company D Company - Defaults fromthe selection criteria

entered on the search

page.

EX - GBI

Pay Group D Pay Group Defaultsfrom the selected

employees current Job

Data row.

EX KU1

Deduction Code

(Description)

R Defaults from the

employees available

General Deduction

Deduction Code

(Description)


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Field /Button R/O/C Description Values Comments

Name

Codes.

Deductions

Taken In:

-1st Pay Period

-2nd Pay Period

-3rd Pay Period-4th Pay Period

-5th Pay Period

O Select all of the

appropriate check boxes

for the pay periods in

which this deduction

should be taken. To usethe default pay periods in

the Deduction Table, do

not select any of thesecheck boxes.

Maximum

Arrears Payback

O Select this check box to

specify a limit on howmuch the system deducts

from the employee's pay

each pay period to reduce

an existing arrearsbalance.L

LMaximumArrears PaybackThe system will alwaystry to take anyoutstanding arrears onthe employee's nextcheckeven if the nextcheck is a separatecheck or a final check.

MaximumPayback Amount

O Specify the MaximumPayback Amount that can

be deducted from the

employee's pay each pay

period to reduce an

arrears balance.

See Table Legend in section 3.1.2 above for an explanation of R/O/C abbreviations.

3.2. Closing/Comments

Access Payroll for North America PeopleBooks for more information on the following:

Defining Deductions

Processing One-Time Deduction Overrides

ps8.9 payroll training guide general deduction override

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