UPDATING BENEFIT INFORMATION FROM AUTHORIZED USER/MANAGER SIDE
Be sure to pick the correct employee name in the drop down on the blue bar (top right hand)
Employee>Payroll Details>Deductions
Add a Row and complete the required information
Choose the correct Deduction Code – Complete the deduction amount that is required
Also, process sequence can be the next available number…if 2nd benefit added – 2
Choose the number of process payrolls this effects (semi-monthly benefits = 2)
Add a Begin Date >Save
For More Detailed Deductions:
Processing Information

Deduction Amount. A deduction amount is the per pay period deduction.

Deduction Percentage. A deduction percentage is a percentage of an accumulated dollar amount based on
the payroll accumulator selected for the Deductions Code on the deduction codes validation table.

Begin Date. If the deduction detail's start date is less than or equal to the Pay Period end date (given the
deduction termination date has not been reached), when a payroll run that pays the employee has a
Process Payroll number that equals the Process Payroll number on the deduction, then the deduction is
automatically processed according to its defined Process Sequence number.

End Date. The stop date for this deduction detail. This must be before the pay period begin date to stop the
deduction for a particular payroll.

Deduct. Limit Amount. The limit for a deduction.

Adjusted Limit. The adjusted limit is typically originally entered as the deduction limit. As payrolls process,
the adjusted limit is reduced automatically. It can also be adjusted by editing the detail. When the adjusted
limit is 0.00, the deduction no longer processes.
Vendor Information

Vendor Code. The vendor to receive payment for this deduction.

Case Number. Number or numbers and letters for a case, such as the case number for a garnishment, levy,
or child support deduction. For a child support deduction to a vendor that is paid by ACH and is defined to
include an ACH addenda, the case number is important to identify the payment.
Payroll Information

For the last payroll processed that included the employee, the current, monthly, quarterly, and annual
amounts are available at a glance, along with any arrearage amounts.
Arrears Processing Information

Arrears Processing. When arrears process, this amount equals the current amount from the current payroll
processed. Each subsequent payroll replaces this amount.
A negative amount is the amount withheld toward the arrearage. This means that when payroll collects
some or all arrears, a negative amount displays in the Arrears processing field.
A positive amount represents the amount applied to arrears. This is also referred to as amounts that
increased the arrears or increased the amount owed in arrears.

Maximum Amount (found under the Quarter column). This amount, if entered, is the maximum amount of
arrears to be collected per payroll.
If this field is left blank, payroll tries to withhold the entire arrears balance. This maximum amount doesn't
include the scheduled deduction amount.

Payroll Arrears Balance (unlabeled field found under the Year column in the Arrears Processing
row). Identified by tip text. In dollars and cents, this is the overall balance of arrears that needs to be
collected. When first defining an arrearage as a manual adjustment, enter the total amount of arrears that
still needs to be collected in the Payroll Arrears Balance field.
Teh payroll arrears balance represents the actual arrears balance to-date. Payroll processing increases this
balance if the deduction is defined to process in arrears and their are insufficient funds to process it. Payroll
processing decreases this balance due to any payment toward the arrearage balance that is processed
automatically through payroll.
Arrears
Arrears are normally defined to process automatically for certain deductions and no additional setup is typically
necessary. However, if deductions weren't defined as needed so an employee owes arrears for a deduction,
complete the following steps.
a.
Locate and edit the relevant Employee Deductions Detail for the employee.
b.
Under the Year column in the Arrears Processing row, in the unlabeled Payroll Arrears Balance field,
enter the amount of arrears owed for this benefit.
c.
In the Maximum Amount field (found under the Quarter column), enter the maximum amount of
arrears that should be collected per payroll. Do not add in the amount of the standard deduction. This is
only to limit the additional amount to be paid toward the arrears balance.
d.
Leave the Arrears Processing field blank. The Arrears Processing field is populated by payroll
processing with a negative for any processing that reduces the arrearage and a positive for any payroll
processing that increases the arrearage.
e.
Save.
After payroll processing, you will see the results in the Arrears Processing field.