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Set Up/Adjust Employee Balances

Payroll Checklists

Payroll FAQs

Set Up/Adjust Employee Balances - Deductions Tab

Access this tab using Activities>Payroll>Set Up/Adjust Employee Balances. It is only available with the Payroll module; it is not available for Payroll Link users.

Use this tab to enter adjustments to deductions for an employee.

 

Deductions Code, Title, Amount: The Deductions table allows you to set up or adjust an employee's deduction codes and amounts. You can select as many deduction codes and related information as is appropriate for the employee and Effective Date. The amount you enter can be positive, negative, or zero.

  • If you implement the Payroll module mid-year, and you want to produce reports for previous quarters that include deductions, enter a separate adjustment for deductions for each quarter using an Effective Date within that quarter. If, however, you are implementing mid-year and you do not need previous quarterly reports that include deductions, you can enter a single adjustment using the implementation date as the Effective Date. Remember that the Effective Date is entered on the Select tab.
  • To view the recalculated totals, click the Select Tab.
  • Use the minus key or the space bar to enter a negative amount.