You add earning and deduction elections for employees at the top of the Payroll > Payroll Elections screen in People. Here, the employee's assigned deduction and earning elections are shown in a single list. The Type column of the list indicates whether the election is a deduction or earning.
Before You Begin: Before you add deduction or earning elections for employees, you must ensure that the corresponding deduction or earning code has been set up in the respective tabs of Payroll Setup > Earnings and Deductions. How these are set up determines which deductions and earnings you can configure for employees.
Moreover, at the top of the list, Dayforce breaks down the types of elections that are assigned to the employee, including active and historical records. You can filter payroll elections by type, earning or deduction code, source, and effective start and end dates to narrow your search for a particular election or subset of elections. These filtering options are helpful if the employee has many elections.
If you don’t see the filter type that you want, you can click Add Filter and select the ones that you want to apply to your search. After you set your filters, you can click Apply Filter to narrow your search. Your filter criteria applies if you click Active or All. If you click Active, you can see all of the filtered active elections. If you click All, you can see the filtered active and historical elections. The following screenshot illustrates a few of the filters in the Payroll Elections section and a breakdown of elections:
By default, the list shows records that are currently active or that will be active at a future date. However, you can click All on the right end of a list to include historical records.
When you select a record, or add a record, Dayforce expands its settings. When you add a new election, you need to select whether it’s an earning or deduction in the Type drop-down list. In the following screenshot, the settings for deductions are shown:
When you select an option in the Code drop-down list, Dayforce shows additional settings and sections that are specific to that code. Depending on how the earning or deduction code is configured, this can include the Parameters and Payee sections:
In the General Details section, the Schedule field is automatically populated with the default schedule that is set up for the earning or deduction in Payroll Setup, but you can override this option with a different schedule option.
If you select a different schedule option to override the default schedule for that employee, you can still view the default option in a tooltip next to the Schedule label:
Parameters Section
Here you can view and, in some cases, specify the deduction amount, percent, or other parameters that Dayforce uses to calculate the earning or deduction.
Each deduction you assign to an employee through payroll elections requires a value that Dayforce either deducts directly or uses to calculate the amount it deducts. Some deductions already have a default value (configured in the earning deduction definitions) that you can override, others might have a default value that you can't override, and others might have no default value and require that you provide a value.
The following screenshot illustrates a new deduction entry for an employee with a value (in this case a dollar amount) that you can enter manually:
If a field in the Parameters section has a default value, this is communicated in a tooltip next to the field.
If applicable, the Parameters section includes a Limits subsection where you can view and, in some cases, specify the limit to the amount that Dayforce can calculate for the earning or deduction. The name of each limit field (for example, the Current Pay Amount field in the screenshot below) is based on the accumulation type (for example, Current Pay) and limit type (for example, Amount) that are defined for the limit in the earning or deduction definitions:
Payee Section
If an earning or deduction code is configured with one or more third party payees in Payroll Setup, the Payee section is available. In this tab, you can specify the payee. You can also define any parameters that administrators have added for the payee, such as an account number. When you search for a payee from the Payee drop-down list, each payee is listed with its associated effective dates, as shown in the following screenshot:
But if you don’t select a payee in the drop-down list, Dayforce checks the payees that are listed in the Payees sub-tab of Payroll Setup > Earnings and Deductions in the Earnings or Deductions tab. If a payee is marked as the default in the Payees sub-tab, Dayforce shows information indicating that the default payee will be applied to the election, provided that the payee has active effective from and effective to dates.