Job Aid Voluntary Deductions Department Responsibility/Role File Name Revision Document Generation Date Date Modified Last Changed by Status Finance Voluntary Deductions.doc 04 01/28/2010 12/07/2015 Kathy Mazur Final Voluntary Deductions Job Aid: Voluntary Deductions Page 1 of 16 Job Aid Voluntary Deductions Step 1. Action Click the Self Service link. 2. Click the Payroll and Compensation link. 3. Click the Voluntary Deductions link. Job Aid: Voluntary Deductions Page 2 of 16 Job Aid Voluntary Deductions Step 4. Action Click the Add Deduction button. Job Aid: Voluntary Deductions Page 3 of 16 Job Aid Voluntary Deductions Step 5. Action Click the Look up Type of Deduction graphic. Job Aid: Voluntary Deductions Page 4 of 16 Job Aid Voluntary Deductions Step 6. Action Click the Type of Deduction for which you would like to volunteer. Example: Job Aid: Voluntary Deductions Page 5 of 16 Job Aid Voluntary Deductions Step 7. Action 8. In the Enter Amount or Percent to be deducted field enter the value to be deducted. Example 9. In the Take deduction until I reach this Goal Amount field enter the total amount of the deduction. Note: If you would like your deduction to continue indefinitely, please leave Goal Amount blank. Example 10. In the Enter Deduction Start Date field enter the date you want the deduction to start. Example 11. If you chose to select when your deduction will end: In the Enter Deduction Stop Date field select the date you want the deduction to stop. Note: If you would like your deduction to continue indefinitely, please leave Stop Date blank. Example From the Select whether Deduction is a Flat Amount or Percent dropdown select Amount or % of Total Gross Example Job Aid: Voluntary Deductions Page 6 of 16 Job Aid Voluntary Deductions Step 12. Action After the completion of the fields, click the Save button. Job Aid: Voluntary Deductions Page 7 of 16 Job Aid Voluntary Deductions Job Aid: Voluntary Deductions Page 8 of 16 Job Aid Voluntary Deductions Step 13. Action †After saving, the Save Confirmation page is displayed, click the OK button. Note: If the “OK” button is not selected, your Voluntary Deduction will not be saved. †Addition, Edit, or Cancelation of deductions may not take effect until the next pay-period. Job Aid: Voluntary Deductions Page 9 of 16 Job Aid Voluntary Deductions Step 14. Action To make any edits or adjustments, click the Edit button. Job Aid: Voluntary Deductions Page 10 of 16 Job Aid Voluntary Deductions Step 15. Action ††Make an edit to one of the editable fields. Example: 16. After the editing the field(s), click the Save button. ††Only the following four fields are editable: Select whether Deduction is a Flat Amount or Percent Enter Amount or Percent to be deducted Take deduction until I reach this Goal Amount Enter Deduction Stop Date Job Aid: Voluntary Deductions Page 11 of 16 Job Aid Voluntary Deductions Step 17. Action †After saving, the Save Confirmation page is displayed, click the OK button. Note: If the “OK” button is not selected, your Voluntary Deduction will not be saved. †Addition or Edit of deductions may not take effect until the next pay-period. Job Aid: Voluntary Deductions Page 12 of 16 Job Aid Voluntary Deductions Step 18. Action Verify any/all edits or adjusted made are reflected on the Voluntary Deductions page. Job Aid: Voluntary Deductions Page 13 of 16 Job Aid Voluntary Deductions Step 19. Action To cancel or stop your deduction, click the Edit button. Job Aid: Voluntary Deductions Page 14 of 16 Job Aid Voluntary Deductions Step 20. Action In the Enter Amount or Percent to be deducted field enter a value of one penny (0.01) to stop the deduction. Example 21. In the Take deduction until I reach this Goal Amount field enter a value of zero to stop the deduction. Example 22. In the Enter Deduction Stop Date field select the date you want the deduction to stop. Example 23. After the completion of the fields, click the Save button. Job Aid: Voluntary Deductions Page 15 of 16 Job Aid Voluntary Deductions Step 24. Action †After saving, the Save Confirmation page is displayed, click the OK button. Note: If the “OK” button is not selected, your Voluntary Deduction will not be saved. †Addition, Edit, or Cancelation of deductions may not take effect until the next pay-period. Job Aid: Voluntary Deductions Page 16 of 16
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