How to setup a recurring deduction for an employee

The first thing you need to do to start using deductions is to set up your deduction categories. This allows you to set up specific deduction categories which can be tailored to the needs of your business.

Setting up deduction category

1. Go to Payroll settings > Deduction categories  

2. You'll notice there are a number of default deduction categories that exist . Most settings within these default categories are not editable.

3. To edit a deduction category, you can click on the name of the category.

4. Or you can click the 'Add' button in the top right corner, and enter the deduction's details. Select whether it will be a pre or post-tax deduction and use the other settings there if required before clicking save.

5. External Id: If external ID is applicable then enter it or you may also leave this as blank.


Once filling out the details is done click Save.

Setting up a recurring deduction
If you are needing to set up a deduction that recurs indefinitely:

1. Go to the employee record for the employee that you want to create the recurring deduction for and under the Pay run settings section click Pay run inclusions.
   2. Click on Add on the right side of Deductions. ​
   
   
   
   
   

Complete the required details of:

1. Deduction Category
2. Amount - select whether fixed or Percentage
3. Deduction paid- through employee's bank or manually.
4. Preserved Earnings - it is a fixed amount that is used as an indication to start the deduction. If this is not applicable then select Never.
5. Payment Reference
6. Notes - will show on each pay run for this inclusion
7. Start and End Dates - Select the date
   
   Once details are filled out then click Save