Payroll Deduction Codes

Use the Payroll Deduction Codes wizard to configure payroll deduction codes and the respective deduction schedules. The wizard guides you through the process of mapping Deduction Codes to granular levels of Tax Categories to Taxation Methods (Tax & Compliance Codes). You can also merge, split, and group deductions, if required. For example, you could separate deductions that are taxed similarly but are used for different purposes. You can also further assign the Deduction Codes to debit/credit ledger numbers for general ledger purposes.

The name and description of the codes are installed based on the configuration shown on the final page of the wizard. When codes are grouped, the group name and group description determine the installed code’s name and description. The name is derived from the description and the description is derived from the mapped to the earnings tax and compliance code.

Note: This wizard is the first of three that you must complete in sequence for the initial load of deductions, earnings, and tax setup in Dayforce. There’s no required sequence for later loads of payroll deduction codes.

Important information for customers with pay groups in Asia Pacific

Customers with employees in Australia, New Zealand, or Asia can instead use the Payroll Deduction Codes (Asia Pacific) wizard to create new payroll deduction codes and install them into Dayforce.

Subsequent loads

After the initial payroll deduction load, you can upload more deduction codes at any time during the project. You could upload more deduction codes to add on to the employee populations (and codes) not included in the initial load. Additional loads are useful when:

• Several countries are implemented in several phases.
• Several business units in the same country are implemented in multiple phases.
• You have data coming from more than one system and it’s not all available at the same time.

Note: If you complete the wizard in the Stage environment and the Stage environment is backfilled into the Config environment, the Payroll Deduction Codes wizard shows as completed and includes the Add More option. See the Executing a Rollback When Using the “Add More” Feature in the Payroll Wizards.

Note: Activate shares all of your mappings across all applicable environments so you don't have to reconfigure each time you use a different environment. If the changes you make in one environment invalidate the mappings in another environment, Activate notifies you when you access a wizard with invalid mappings that need to be updated.

Note: You can use any of the following wizards even if any of the others is currently in use by other users: Payroll Deduction Codes, Payroll Earning Codes, Payroll Tax Codes, Year-to-Date Payroll Totals (USA/CAN).

Using this wizard

Payroll Deduction Codes, also known as Deduction Definitions, define the amounts deducted from an employee’s gross pay, which can either be pretax or post-tax. Examples include insurance plans, gym memberships, and pension plans. Each Deduction Code is mapped to a specific taxation method or Tax & Compliance Code.

You do the following in the Payroll Deduction Codes wizard:

Upload the Deduction YTD Data Template

Use the Deduction YTD Data template to upload the key information for initial setup of deduction codes. This data makes sure that Activate starts with the same codes that are currently in your legacy payroll system.

The YTD Amount data is the accumulation of all deductions as of a specific date. This data is required to prepare for the “Year-to-Date Payroll Totals” feature.

Deduction codes are collected for each employee to cover all required codes for your organization.

Note: Complete this step using present-day employee information.

Upload the Deduction Election Data template

Use the Deduction Election Data template to upload key information for the initial setup of deduction codes. Each deduction schedule is assigned at the Pay Group level in the Deduction Code configuration. This data makes sure that Activate marks specific codes as elections. Codes that are marked as elections can be added to employees’ profiles so they’re deducted from their pay on a regular interval or basis. The Deduction Election Data template data is required to prepare for the “Year-to-Date Payroll Totals” feature.

If you’re using the Benefits wizard, include benefit deductions here on the initial load so the corresponding payroll codes can be added to Dayforce.

Note: This wizard doesn’t load employee election information into Dayforce. Instead, the wizard determines which deduction codes to generate as elections and the pay groups they’re assigned to.

Verify the information

The Payroll Deduction Codes wizard creates a summary of the unique deduction codes found in the templates. The summary table includes the following information for each deduction code:

• Country
• Payroll Identifier
• Deduction Code
• Deduction Description

Categorize the deduction codes

Make sure that the deductions have the right taxes and are set up correctly. Several of the Deduction Question pages use Drag and Drop pages. These pages are different from many of the table and question pages in other wizards and need a more direct hand to set up the data correctly. See the Drag and Drop Pages section (below).

Install the deduction codes in Dayforce

When the deduction codes are complete in Activate, install them in Dayforce.

Key concepts

Deductions

During the calculation of net pay in Dayforce, deductions are subtracted from employees' gross pay. Deductions can be pretax or post-tax, and the four types include:

• Deductions that allow partial payments: Dayforce only deducts what an employee can pay if the employee doesn’t have enough pay to cover the entire deduction.
• Deductions that can go into arrears: Dayforce determines if the employee has enough pay to cover the entire deduction. It carries forward any unpaid amount and tries to deduct the amount in the next pay period.
• Declining balance deductions: Dayforce calculates the deduction against an outstanding balance that the employee owes.
• Payee deductions: Deductions that are meant to be paid to a third-party payee

Prerequisites

• Getting Started
• Bypass Getting Started

Tasks

To access the wizard:

1. In Activate Central, click Build Dayforce. The Build Dayforce wizards show.
2. Click Payroll Deduction Codes.

To review the What to Expect When Using “Add More” With This Wizard page:

Note: This page opens if payroll deduction codes have been uploaded previously and you selected I want to add more in Activate Central.

1. Read the information on the page.

   Note the following:

   • Any previously loaded codes are removed from the load process to prevent conflicts in mappings.
   • Activate tries to match new codes you provide to existing codes. You can choose not to accept these mappings and generated new codes.
   • You aren’t required to complete the wizard in the same strict order as the first time this Wizard was completed.
2. Click Next.

To complete and upload the Deduction YTD Data Template:

To complete and upload the Deduction Election template:

To review the summary table information:

1. On the Deduction Review page, review the code table created by the wizard.
   • Make sure that no codes are missing from the data provided.
   • Make sure that the data looks correct.

   Note: If no new codes are provided, you can either go back and upload new files or return to Activate Central

2. Click Next.

   If you didn’t upload Deduction Elections and clicked Skip on the Deduction Elections page, click Done.

To categorize deduction codes:

1. On the Deduction Questions page, review the items on the page.

   Note: Only deduction code mappings are loaded/saved on the page, even if some deductions are marked as earnings.

   Payroll identifiers with the same country, code, and description are grouped together as a single item.

2. Items that aren’t assigned to a category show in the Uncategorized category.

   Using this page

   You can do the following on this page:

   • Filter the Uncategorized category to search for more categories.
   • Click Select All to select all uncategorized codes. When selected, the link name changes to clear All.
   • Click to expand a category and click to collapse a category.
   • To search for a code on the page, enter text in the Search field. To clear text in the Search field and clear the filter, click Clear ().

   The following categories show on the page:

   • Configure Code as Deduction: Codes added here are categorized and configurable as Deductions.
   • Move Code to Tax Mapping Wizard: Codes added here are moved to the Payroll Tax Codes wizard and can’t be regenerated after the Payroll Deduction Code wizard is completed.
   • Drop Code from Configuration: Codes added here are dropped from the wizard and unavailable for configuration in Activate when the wizard is completed. This category is for codes that you don't want to do anything with right now. Codes categorized as “dropped” are dropped from Activate and aren’t installed to Dayforce. The codes are visible during the Year-to-Date Payroll Totals (US/CAN) mapping review. The HCM Deduction will show as “Dropped Deduction from Import” on future data loads.

   A description of each category shows beneath the category name. The total number of deductions assigned to the category shows in the top-right corner of each category.

3. In the Uncategorized section, select the items to move to a category section and click the Move Right button () beside the appropriate category to move the selected items to that category.

   Note: To select more than one item, click Ctrl+Shift.

   Note: Use the Search field to find a code shown on the page.

   On the right side of each category, the total number of codes currently in that category shows. A warning or error icon shows next to the number of any codes in a category that have warnings or errors, a. If a code has an error and a warning, only the error code shows because it is the higher priority code.

   Invalidated mapping

   An invalidated mapping happens when a map to an existing bundle has at least one candidate in the bundle with a categorization that’s different from other candidates in the same bundle. If any invalidated deduction code mappings exist, Activate does a restore and you return to the first page of the wizard. A message shows on the page stating that one or more Deduction codes are no longer valid. Continued through the workflow and update any Deduction codes that are no longer categorized or mapped. Click OK and continue with the wizard.

   Note: If the payroll deduction codes have been uploaded previously, you can map the new deduction codes to existing deduction codes in Dayforce.

   Note: To select and move more than one item at the same time, click Ctrl+Shift.

   Note: For information on the Drag and Drop pages, see the Drag and Drop Pages section (below).

   You can also drag the items to different categories, if needed.

   To filter uncategorized items:

   1. In the Uncategorized category, enter letters in the Filter field that are part of the name of the item you’re looking for.

      For example, you might enter “inc” for income tax.

   2. Click Enter.

      Any items that include the letters you entered as part of their name show under the Filter field.

   3. Select and drag the item from the Uncategorized category to the box under the appropriate category, as needed.

      You can select multiple items and drag them at the same time to a category.

4. Click Next.

   As you’re completing this wizard, you might need to exit Activate or move back through it. On any Questions page, you can click Save to save the information and update Activate.

5. When you finish making changes on the page, click Next.
6. Repeat this process for the rest of the Drag and Drop Deduction Questions pages.
7. Select Download to download the TaxMappingFile.xlsx and save it to your computer.
   This Excel spreadsheet maps each Legacy Tax Code to its corresponding Dayforce HCM Tax Code.

To consolidate or separate deductions into multiple codes:

1. Review the deduction groupings.

   Note: To filter the grouping shown, select Deferred-Compensation, HSA, Pre-Tax, Post-Tax, Memo Deduction, Superannuation, and Garnishments/Arrestments.

2. If you want to move a deduction to a different group, select the deduction and drag it to the new group.
3. If you want to edit the information about a deduction:
   1. Click Edit.

      Note: You can’t edit Allow Partial or Allow Arrears for codes categorized as Garnishments/Arrestments/Attachment of Earnings.

   2. Update the information as appropriate.
   3. Click Done.
4. To consolidate or separate a deduction, click one of the following:
   • Merge All
   • Split All
   • Group All

   Note: You can’t split codes that are categorized as Employer HSA.

5. If you want to edit information about a deduction code group, click (Edit) and rename the Deduction Code and assign the Credit Ledger Number. Memo Calc codes have a Debit and Credit Ledger Number.
6. When you’re finished, click Done.

To install deduction information in Dayforce:

Results

If payroll deduction codes are being loaded for the first time, Dayforce now contains a set of deduction codes that mirror the wizard's installation.

Note: When the installation completes, you can download the Deduction Mapping File, which is used as a basis for the YTD wizard. To download the file as an Excel spreadsheet, go to the User Menu (Person Icon), click Troubleshooting Resources, and then click Deduction Mapping under Customer Mapping Templates.

Fields populated in Dayforce

For the configuration, the data uploaded from the Deduction Election template shows on the Earnings and Deductions page (Payroll Setup > Earnings and Deductions > Deductions) in Dayforce. When the data is loaded for Parallel and Go Live, this information shows on the Pay Run Management page (Payroll > Pay Run Management) in Dayforce.

Fields populated in Dayforce

Field in Template	Field in Dayforce
Payroll Identifier	—
Pay Date	—
Pay Frequency	—
Employee Identifier	Employee Reference / Number
First Name	First Name
Last Name	Last Name
Company ID	Business Number
Deduction Code	Name
Deduction Description	Description
Amount	Amount
Employee Work State/Province	Work State
Canada Workers Comp Code (Canada only)	Workers Comp Code
Canada Workers Comp Acct Number (Canada only)	Workers Comp Account
Canada Previous RP Number (Canada only)	—
Canada Previous EI Rate (Canada only)	—

Next steps

Review the new Deduction Payroll Codes in Dayforce and update as required after the installation from Activate.

The Payroll Earning Codes wizard is now available for completion.

Payroll Deduction Codes templates

All templates have the same basic structure:

• Instructions tab: Helps you understand the purpose of the data and complete the fields in the template.
• Data tab: Contains headers for the data to be included in the template. The headers remain the same, but you can change the column order. If you add more columns, Activate ignores them.

All number ranges in the templates include the numbers at both ends of the range.

Deduction YTD Data template fields

Payroll Identifier (Required)

Field information for the Payroll Identifier field

Order	Data Type	Description	Examples	Why This Is Needed
1	String1 between 1-64 characters.	This field uniquely identifies a group of employees. In some previous payroll provider systems, it could be defined as “Company Number.” It could be defined as “Salary Employees” or “Hourly Employees” if you segregate them into separate groups for Payroll Register purposes. It’s the identifier used to define the current payroll the employee is paid through. This value is the grouping of employees paid at the same time who are reported together in the same payroll totals reports.	B1234 Monthly Executive Payroll	This data is used as part of the key to identify deduction definitions uniquely. It serves to preserve definitions that might have the same name or code but differing functionality between payrolls.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Pay Period End Date (Required)

Field information for the Pay Period End Date field

Order	Data Type	Description	Examples	Why This Is Needed
2	Date. Excel right-justified date format or Excel text format yyyy-mm-dd.	The Pay Period End Date of the period for given YTD values. The Pay Period End Date being used should be the same date for each of the three YTD import files.	Date formatted cells: 09/24/2015 24/09/2015 Text formatted cells: 2015-09-24	This required date identifies the period in your payroll calendar that represents the YTD values given on this import.

Employee Identifier (Required)

Field information for the Employee Identifier field

Order	Data Type	Description	Examples	Why This Is Needed
3	Alphanumeric. Unique value between 1-40 characters. For Canadian pay groups, a unique value between 1-9 characters.	This value enables the system to identify employees uniquely. You might want to use their employee number. It shouldn’t be your employee's Social Security number or Social Insurance Number. We’ll ask for that information later.	3241245 000000006 abc12349	In the context of this import the Employee Identifier, First Name, and Last Name are included for the purposes of helping users identify employees when completing the template. This required field validates that the data being loaded is assigned to the correct employee record. The values given must match an existing employee record in Dayforce exactly.

Last Name (Required)

Field information for the Last Name field

Order	Data Type	Description	Example	Why This Is Needed
5	String1 between 1-64 characters.	Legal last name of the employee. Note: Activate‘ compares the First Name and the Last Name with the Employee Identifier in Dayforce. If they don’t match, Activate shows an error message that states that the data is being loaded incorrectly and to check the source data.	Smith	In the context of this import the Employee Identifier, First Name, and Last Name are included to help users identify employees when completing the template. This required field validates that the data being loaded is assigned to the correct employee record. The values provided must match an existing employee record in Dayforce exactly.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Company ID (Required for YTD)

Order	Data Type	Description	Examples	Why This Is Needed
6	String1 between 1-256 characters.	The unique identifier for the legal entity that the employee was paid through. USA: Federal Employer Identification Number (FEIN) Canada Business Number (BN) If duplicate Business Numbers are enabled in Dayforce, you must provide the unique Legal Entity names. United Kingdom: HMRC/PAYE number Ireland: Legal Entity Identifier (LEI) Australia: Australian Business Number (ABN) NZL: New Zealand Business Number (NZBN)	123456789 234/A1237634 12345678901 1234567890123	This data is required to assign the correct Legal Entity to the specific deduction for tax reporting purposes.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Deduction Code (Required)

Field information for the Deduction Code field

Order	Data Type	Description	Examples	Why This Is Needed
7	String1 between 1-64 characters.	This is the payroll system Deduction Code as defined on the previous payroll provider's system.	H1	This data is used in combination with the Payroll Identifier and Deduction Description to identify individual deduction definition requirements.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Deduction Description (Required)

Field information for the Deduction Description field

Order	Data Type	Description	Example	Why This Is Needed
8	String1 between 1-64 characters.	This is the payroll system Deduction Description as defined on the previous payroll provider's system.	Health	This data is used in combination with the Payroll Identifier and Deduction Code to identify individual deduction definition requirements.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Amount (Required)

Field information for the Amount field

Order	Data Type	Description	Example	Why This Is Needed
9	Numeric.	YTD value for this deduction definition.	2751 59.5	This data is required for the first step of the Activate process to balance to the source data. It is required for the YTD accumulator data load files to load the 'To Date' amount for the specific deduction for tax reporting purposes.

Work Location (Required)

Order	Data Type	Description	Example	Why This Is Needed
10	For the US: 2-digit state identifier. For CAN: 2-digit province identifier. For the UK: record “GBR.” For IRL: record “IRL.” For AUS: state identifier. For NZL: region identifier. Work Location Accepted values2	The two-letter state/province code of the state the employee worked in which triggered this deduction. If in the United Kingdom, report as GBR for all records. If in Ireland, report as IRL for all records. If in Australia or New Zealand, provide the location identifier below. See below for Valid Work Location accepted value	USA State: FL IL CAN Province: AF ON United Kingdom: GBR Ireland: IRL Australia: AU-VIC New Zealand: NZ-WGN	This data is required for the YTD data load files for tax reporting purposes. The employee can have values in multiple states or provinces. That is the reason for the requirement to identify the code for each line item.

² Accepted values for Work Location

Accepted Values	State Name	Country Name
AU-ACT	Australian Capital Territory	Australia
AU-NSW	New South Wales	Australia
AU-QLD	Queensland	Australia
AU-SA	South Australia	Australia
AU-TAS	Tasmania	Australia
AU-VIC	Victoria	Australia
AU-WA	Western Australia	Australia
ON	Ontario	Canada
QC	Quebec	Canada
NS	Nova Scotia	Canada
NB	New Brunswick	Canada
MB	Manitoba	Canada
BC	British Colombia	Canada
PE	Prince Edward Island	Canada
SK	Saskatchewan	Canada
AB	Alberta	Canada
NL	Newfoundland and Labrador	Canada
NT	Northwest Territories	Canada
YT	Yukon	Canada
NU	Nunavut	Canada
CN-11	Beijing	China
CN-12	Tianjin	China
CN-13	Hebei	China
CN-14	Shanxi	China
CN-15	NeiMonggol	China
CN-21	Liaoning	China
CN-22	Jilin	China
CN-23	Heilongjiang	China
CN-31	Shanghai	China
CN-32	Jiangsu	China
CN-33	Zhejiang	China
CN-34	Anhui	China
CN-35	Fujian	China
CN-36	Jiangxi	China
CN-37	Shandong	China
CN-41	Henan	China
CN-42	Hubei	China
CN-43	Hunan	China
CN-44	Guangdong	China
CN-45	Guangxi	China
CN-46	Hainan	China
CN-50	Chongqing	China
CN-51	Sichuan	China
CN-52	Guizhou	China
CN-53	Yunnan	China
CN-54	Xizang	China
CN-61	Shaanxi	China
CN-62	Gansu	China
CN-63	Qinghai	China
CN-64	Ningxia	China
CN-65	Xinjiang	China
CN-71	Taiwan	China
CN-91	HongKong	China
CZ-CJC	Jihoceskýkraj	Czech Republic
CZ-CJM	Jihomoravskýkraj	Czech Republic
CZ-CSC	Severoceskýkraj	Czech Republic
CZ-CSM	Severomoravskýkraj	Czech Republic
CZ-CST	Stredoceskýkraj	Czech Republic
CZ-CVC	Východoceskýkraj	Czech Republic
CZ-CZC	Západoceskýkraj	Czech Republic
CZ-PRG	Praha	Czech Republic
DE-BB	Brandenburg	Germany
DE-BE	Berlin	Germany
DE-BW	Baden-Württemberg	Germany
DE-BY	Bayern	Germany
DE-HB	Bremen	Germany
DE-HE	Hessen	Germany
DE-HH	Hamburg	Germany
DE-MV	Mecklenburg-Vorpommern	Germany
DE-NI	Niedersachsen	Germany
DE-NW	Nordrhein-Westfalen	Germany
DE-RP	Rheinland-Pfalz	Germany
DE-SH	Schleswig-Holstein	Germany
DE-SL	Saarland	Germany
DE-SN	Sachsen	Germany
DE-ST	Sachsen-Anhalt	Germany
DE-TH	Thüringen	Germany
IN-AN	AndamanandNicobarIslands	India
IN-AP	AndhraPradesh	India
IN-AR	ArunachalPradesh	India
IN-AS	Assam	India
IN-BR	Bihar	India
IN-CH	Chandigarh	India
IN-DD	DamanandDiu	India
IN-DL	Delhi	India
IN-DN	DadraandNagarHaveli	India
IN-GA	Goa	India
IN-GJ	Gujarat	India
IN-HP	HimachalPradesh	India
IN-HR	Haryana	India
IN-JK	JammuandKashmir	India
IN-KA	Karnataka	India
IN-KL	Kerala	India
IN-LD	Lakshadweep	India
IN-MH	Maharashtra	India
IN-ML	Meghalaya	India
N-MN	Manipur	India
IN-MP	MadhyaPradesh	India
IN-MZ	Mizoram	India
IN-NL	Nagaland	India
IN-OR	Orissa	India
IN-PB	Punjab	India
IN-PY	Pondicherry	India
IN-RJ	Rajasthan	India
IN-SK	Sikkim	India
IN-TN	TamilNadu	India
IN-TR	Tripura	India
IN-UP	UttarPradesh	India
IN-WB	WestBengal	India
N/A	State is not required	Ireland
IT-21	Piemonte	Italy
IT-23	ValledAosta	Italy
IT-25	Lombardia	Italy
IT-32	Trentino-AlteAdige	Italy
IT-34	Veneto	Italy
IT-36	Friuli-VeneziaGiulia	Italy
IT-42	Liguria	Italy
IT-45	Emilia-Romagna	Italy
IT-52	Toscana	Italy
IT-55	Umbria	Italy
IT-57	Marche	Italy
IT-62	Lazio	Italy
IT-65	Abruzzo	Italy
IT-67	Molise	Italy
IT-72	Campania	Italy
IT-75	Puglia	Italy
IT-77	Basilicata	Italy
IT-78	Calabria	Italy
IT-82	Sicilia	Italy
IT-88	Sardegna	Italy
IT-AG	Agrigento	Italy
IT-AL	Alessandria	Italy
IT-AN	Ancona	Italy
IT-AO	Aosta	Italy
IT-AP	AscoliPiceno	Italy
IT-AQ	LAquila	Italy
IT-AR	Arezzo	Italy
IT-AT	Asti	Italy
IT-AV	Avellino	Italy
IT-BA	Bari	Italy
IT-BG	Bergamo	Italy
IT-BI	Biella	Italy
IT-BL	Belluno	Italy
IT-BN	Benevento	Italy
IT-BO	Bologna	Italy
IT-BR	Brindisi	Italy
IT-BS	Brescia	Italy
IT-BZ	Bolzano	Italy
IT-CA	Cagliari	Italy
IT-CB	Campobasso	Italy
IT-CE	Caserta	Italy
IT-CH	Chieti	Italy
IT-CL	Caltanissetta	Italy
IT-CN	Cuneo	Italy
IT-CO	Como	Italy
IT-CR	Cremona	Italy
IT-CS	Cosenza	Italy
IT-CT	Catania	Italy
IT-CZ	Catanzaro	Italy
IT-EN	Enna	Italy
IT-FE	Ferrara	Italy
IT-FG	Foggia	Italy
IT-FI	Firenze	Italy
IT-FO	Forlì	Italy
IT-FR	Frosinone	Italy
IT-GE	Genova	Italy
IT-GO	Gorizia	Italy
IT-GR	Grosseto	Italy
IT-IM	Imperia	Italy
IT-IS	Isernia	Italy
IT-KR	Crotone	Italy
IT-LC	Lecco	Italy
IT-LE	Lecce	Italy
IT-LI	Livorno	Italy
IT-LO	Lodi	Italy
IT-LT	Latina	Italy
IT-LU	Lucca	Italy
IT-MC	Macerata	Italy
IT-ME	Mesaina	Italy
IT-MI	Milano	Italy
IT-MN	Mantova	Italy
IT-MO	Modena	Italy
IT-MS	Massa	Italy
IT-MT	Matera	Italy
IT-NA	Napoli	Italy
IT-NO	Novara	Italy
IT-NU	Nuoro	Italy
IT-OR	Oristano	Italy
IT-PA	Palermo	Italy
IT-PC	Piacenza	Italy
IT-PD	Padova	Italy
IT-PE	Pescara	Italy
IT-PG	Perugia	Italy
IT-PI	Pisa	Italy
IT-PN	Pordenone	Italy
IT-PO	Prato	Italy
IT-PR	Parma	Italy
IT-PS	Pesaro	Italy
IT-PT	Pistoia	Italy
IT-PV	Pavia	Italy
IT-PZ	Potenza	Italy
IT-RA	Ravenna	Italy
IT-RC	ReggioCalabria	Italy
IT-RE	ReggioEmilia	Italy
IT-RG	Ragusa	Italy
IT-RI	Rieti	Italy
IT-RM	Roma	Italy
IT-RN	Rimini	Italy
IT-RO	Rovigo	Italy
IT-SA	Salerno	Italy
IT-SI	Siena	Italy
IT-SO	Sondrio	Italy
IT-SP	LaSpezia	Italy
IT-SR	Siracusa	Italy
IT-SS	Sassari	Italy
IT-SV	Savona	Italy
IT-TA	Taranto	Italy
IT-TE	Teramo	Italy
IT-TN	Trento	Italy
IT-TO	Torino	Italy
IT-TP	Trapani	Italy
IT-TR	Terni	Italy
IT-TS	Trieste	Italy
IT-TV	Treviso	Italy
IT-UD	Udine	Italy
IT-VA	Varese	Italy
IT-VC	Vercelli	Italy
IT-VE	Venezia	Italy
IT-VI	Vicenza	Italy
IT-VR	Verona	Italy
IT-VT	Viterbo	Italy
IT-W	ViboValentia	Italy
JP-01	Hokkaidô	Japan
JP-02	Aomori	Japan
JP-03	Iwate	Japan
JP-04	Miyagi	Japan
JP-05	Akita	Japan
JP-06	Yamagata	Japan
JP-07	Hukusima	Japan
JP-08	Ibaraki	Japan
JP-09	Totigi	Japan
JP-10	Gunma	Japan
JP-11	Saitama	Japan
JP-12	Tiba	Japan
JP-13	Tôkyô	Japan
JP-14>	Kanagawa	Japan
JP-15	Niigata	Japan
JP-16	Toyama	Japan
JP-17	Isikawa	Japan
JP-18	Hukui	Japan
JP-19	Yamanasi	Japan
JP-20	Nagano	Japan
JP-21	Gihu	Japan
JP-22	Sizuoka	Japan
JP-23	Aiti	Japan
JP-24	Mie	Japan
JP-25	Siga	Japan
JP-26	Kyôto	Japan
JP-27	Ôsaka	Japan
JP-28	Hyôgo	Japan
JP-29	Nara	Japan
JP-30	Wakayama	Japan
JP-31	Tottori	Japan
JP-33	Okayama	Japan
JP-34	Hirosima	Japan
JP-35	Yamaguti	Japan
JP-36	Tokusima	Japan
JP-37	Kagawa	Japan
JP-38	Ehime	Japan
JP-39	Kôti	Japan
JP-40	Hukuoka	Japan
JP-41	Saga	Japan
JP-42	Nagasaki	Japan
JP-43	Kumamoto	Japan
JP-44	Ôita	Japan
JP-45	Miyazaki	Japan
JP-46	Kagosima	Japan
JP-47	Okinawa	Japan
KR-11	SeoulTeugbyeolsi	Korea
KR-26	BusanGwangyeogsi	Korea
KR-27	DaeguGwangyeogsi	Korea
KR-28	IncheonGwangyeogsi	Korea
KR-29	GwangjuGwangyeogsi	Korea
KR-30	DaejeonGwangyeogsi	Korea
KR-31	UlsanGwangyeogsi	Korea
KR-41	Gyeonggido	Korea
KR-42	Gangweondo	Korea
KR-43	Chungcheongbugdo	Korea
KR-44	Chungcheongnamdo	Korea
KR-45	Jeonrabugdo	Korea
KR-46	Jeonranamdo	Korea
KR-47	Gyeongsangbugdo	Korea
KR-48	Gyeongsangnamdo	Korea
KR-49	Jejudo	Korea
MX-AGU	Aguascalientes	Mexico
MX-BCN	BajaCalifornia	Mexico
MX-BCS	BajaCaliforniaSur	Mexico
MX-CAM	Campeche	Mexico
MX-CHH	Chihuahua	Mexico
MX-CHP	Chiapas	Mexico
MX-COA	Coahuila>	Mexico
MX-COL	Colima	Mexico
MX-DIF	DistritoFederal	Mexico
DistritoFederal	Durango	Mexico
MX-GRO	Guerrero	Mexico
MX-GUA	Guanajuato	Mexico
MX-HID	Hidalgo	Mexico
MX-JAL	Jalisco	Mexico
MX-MEX	México	Mexico
MX-MIC	Michoacán	Mexico
MX-MOR	Morelos	Mexico
MX-NAY	Nayarit	Mexico
MX-NLE	NuevoLeón	Mexico
MX-OAX	Oaxaca	Mexico
MX-PUE	Puebla	Mexico
MX-QUE	Queretaro	Mexico
MX-ROO	QuintanaRoo	Mexico
MX-SIN	Sinaloa	Mexico
MX-SLP	SanLuisPotosí	Mexico
MX-SON	Sonora	Mexico
MX-TAB	Tabasco	Mexico
MX-TAM	Tamaulipas	Mexico
MX-TLA	Tlaxcala	Mexico
MX-VER	Veracruz	Mexico
MX-YUC	Yucatán	Mexico
MX-ZAC	Zacatecas	Mexico
NL-DR	Drenthe	Netherlands
NL-FL	Flevoland	Netherlands
NL-FR	Friesland	Netherlands
NL-GE	Gelderland	Netherlands
NL-GR	Groningen	Netherlands
NL-LI	Limburg	Netherlands
NL-NB	Noord-Brabant	Netherlands
NL-NH	Noord-Holland	Netherlands
NL-OV	Overijssel	Netherlands
NL-UT	Utrecht	Netherlands
NL-ZE	Zeeland	Netherlands
NL-ZH	Zuid-Holland	Netherlands
NZ-AUK	Auckland	Netherlands
NZ-BOP	Bay of Plenty	Netherlands
NZ-CAN	Canterbury	Netherlands
NZ-CIT	Chatham Islands Territory	Netherlands
NZ-GIS	Gisborne	Netherlands
NZ-HKB	Hawke's Bay	Netherlands
NZ-MBH	Marlborough	Netherlands
NZ-MWT	Manawatu-Wanganui	Netherlands
NZ-NSN	Nelson	Netherlands
NZ-NTL	Northland	Netherlands
NZ-OTA	Otago	Netherlands
NZ-STL	Southland	Netherlands
NZ-TAS	Tasman	Netherlands
NZ-TKI	Taranaki	Netherlands
NZ-WGN	Wellington	Netherlands
NZ-WKO	Waikato	Netherlands
NZ-WTC	West Coast	Netherlands
PL-BB	Bielsko	Poland
PL-BK	Bialystok	Poland
PL-BP	BialaPodlaska	Poland
PL-BY	Bydgoszcz	Poland
PL-CH	Chelm	Poland
PL-CI	Ciechanów	Poland
PL-CZ	Czestochowa	Poland
PL-EL	Elblag	Poland
PL-GD	Gdansk	Poland
PL-GO	Gorzów	Poland
PL-JG	JeleniaGera	Poland
PL-KA	Katowice	Poland
PL-KI	Kielce	Poland
PL-KL	Kalisz	Poland
PL-KN	Konin	Poland
PL-KO	Koszalin	Poland
PL-KR	Kraków	Poland
PL-KS	Krosno	Poland
PL-LD	Lódz	Poland
PL-LE	Leszno	Poland
PL-LG	Legnica	Poland
PL-LO	Lomia	Poland
PL-LU	Lublin	Poland
PL-NS	NowySacz	Poland
PL-OL	Olsztyn	Poland
PL-OP	Opole	Poland
PL-OS	Ostroleka	Poland
PL-PI	Pila	Poland
PL-PL	Plock	Poland
PL-PO	Poznan	Poland
PL-PR	Przemysl	Poland
PL-PT	Piotrków	Poland
PL-RA	Radom	Poland
PL-RZ	Rzeszów	Poland
PL-SE	Siedlce	Poland
PL-SI	Sieradz	Poland
PL-SK	Skierniewice	Poland
PL-SL	Slupsk	Poland
PL-SU	Suwalki	Poland
PL-SZ	Szczecin	Poland
PL-TA	Tarnów	Poland
PL-TG	Tarnobrzeg	Poland
PL-TO	Torun	Poland
PL-WA	Warszawa	Poland
PL-WB	Walbrzych	Poland
PL-WL	Wloclawek	Poland
PL-WR	Wroclaw	Poland
PL-ZA	Zamosc	Poland
N/A	State is not required	United Kingdom
AL	Alabama	USA
AK	Alaska	USA
AS	AmericanSamoa	USA
AZ	Arizona	USA
AR	Arkansas	USA
CA	California	USA
CO	Colorado	USA
CT	Connecticut	USA
DE	Delaware	USA
DC	DistrictOfColumbia	USA
FL	Florida	USA
FM	FederatedStatesOfMicronesia	USA
GA	Georgia	USA
GU	Guam	USA
HI	Hawaii	USA
ID	Idaho	USA
IL	Illinois	USA
IN	Indiana	USA
IA	Iowa	USA
KS	Kansas	USA
KY	Kentucky	USA
LA	Louisiana	USA
ME	Maine	USA
MD	Maryland	USA
MA	Massachusetts	USA
MH	MarshallIslands	USA
MI	Michigan	USA
MN	Minnesota	USA
MP	NorthernMarianaIslands	USA
MS	Mississippi	USA
MO	Missouri	USA
MT	Montana	USA
NE	Nebraska	USA
NV	Nevada	USA
NH	NewHampshire	USA
NJ	NewJersey	USA
NM	NewMexico	USA
NY	NewYork	USA
NC	NorthCarolina	USA
ND	NorthDakota	USA
OH	Ohio	USA
OK	Oklahoma	USA
OR	Oregon	USA
PA	Pennsylvania	USA
PR	PuertoRico	USA
PW	Palau	USA
RI	RhodeIsland	USA
SC	SouthCarolina	USA
SD	SouthDakota	USA
TN	Tennessee	USA
TX	Texas	USA
UT	Utah	USA
VT	Vermont	USA
VA	Virginia	USA
VI	VirginIslands	USA
WA	Washington	USA
WV	WestVirginia	USA
WI	Wisconsin	USA
WY	Wyoming	USA

Canada Workers Comp Code (Canada only)

Field information for the Canada Workers Comp Code field

Order	Data Type	Description	Examples	Why This Is Needed
11	String1 between 1-64 characters.	The Canadian WCB Code applicable to this Deduction. If left blank, the deduction amount will not be included in future WCB YTD totals for this code.	4214 55264	Required for Canadian WCB YTD Limit.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Canada Workers Comp Acct Number (Canada only)

Field information for the Canada Workers Comp Acct Number field

Order	Data Type	Description	Examples	Why This Is Needed
12	String1 between 1-64 characters.	The Canadian WCB Account Number applicable to this Deduction. If left blank, the deduction amount will not be included in future WCB YTD totals for this code.	6274747	Required for Canadian WCB YTD Limit.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Canada Previous RP Number (Canada only)

Field information for the Canada Previous RP Number field

Order	Data Type	Description	Examples	Why This Is Needed
13	String1. 4 characters.	If a different RP Number was used earlier in the tax year or the employee has an RP Number other than the legal entity default, this field is required for YTD reporting. If there has been no change or the employee is assigned the legal entity default rate, it can be left blank.	0001	Required for Canadian Tax Remittance YTD when a different RP Number or EI Rate Group was used earlier in the year. If left blank the current RP Number will be used.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

If you are using any rate groups outside of default within your Legal Entity, every record should have specific RP Number and EI Rate data populated.

Canada Previous EI Rate (Canada only)

Field information for the Canada Previous EI Rate field

Order	Data Type	Description	Examples	Why This Is Needed
14	Numeric between 1.0-1.40.	If a different EI Rate was used earlier in the tax year or the employee has an EI Rate other than the legal entity default, this field is required for YTD reporting. If there has been no change or the employee is assigned the legal entity default rate, it can be left blank.	1.4	Required for Canadian Tax Remittance YTD when a different EI Rate was used earlier in the year. If left blank the current EI Rate will be used.

Deduction Election Data Template Fields

Payroll Identifier (Required)

Order	Data Type	Description	Examples	Why This Is Needed
1	String1 between 1-64 characters.	This field is used to identify a group of employees uniquely. It could be defined as 'Company Number' in some previous payroll provider systems. It could be defined as “Salary Employees” or “Hourly Employees” if you segregate them into separate groups for Payroll Register purposes. It is the identifier used to define the current payroll the employee is paid through. This is the grouping of employees paid at the same time who are reported together in the same payroll totals reports.	B1234 Monthly ExecutivePayroll	This data is used as part of the key to identify deduction definitions uniquely. It serves to preserve definitions, which might have the same name or code but differing functionality between payrolls. This field isn’t imported into Dayforce. It’s used as part of the mapping process.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Employee Identifier (Required)

Order	Data Type	Description	Examples	Why This Is Needed
2	Alphanumeric Unique value between 1-9 characters.	It allows our system to identify employees uniquely. Use the same number assigned to the employee in the Getting Started HR data loads.	3241245 000000006 abc123499	For this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template. This required field used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce.

First Name (Required)

Order	Data Type	Description	Example	Why This Is Needed
3	String1 between 1-64 characters.	Legal first name of the employee. The value provided must match exactly to an existing employee record in Dayforce. Note: Activate‘ compares the First Name and the Last Name with the Employee Identifier in Dayforce. If they don’t match, Activate shows an error message that states that the data is being loaded incorrectly and to check the source data.	Joe	For this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template. This required field used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Last Name (Required)

Order	Data Type	Description	Example	Why This Is Needed
4	String1 between 1-64 characters.	Legal last name of the employee. The value provided must match exactly to an existing employee record in Dayforce. Note: Activate‘ compares the First Name and the Last Name with the Employee Identifier in Dayforce. If they don’t match, Activate shows an error message that states that the data is being loaded incorrectly and to check the source data.	Smith	For this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template. This required field used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Deduction Code (Required)

Order	Data Type	Description	Examples	Why This Is Needed
5	String1 between 1-64 characters.	The payroll system Deduction Code as defined on the previous payroll provider's system.		This data is used with the Payroll Identifier and Deduction Description to identify individual deduction definition requirements.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Deduction Description (Required)

Order	Data Type	Description	Example	Why This is Needed
6	String1 between 1-64 characters.	The payroll system Deduction Description as defined on the previous payroll provider's system.		This data is used with the Payroll Identifier and Deduction Code to identify individual deduction definition requirements.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Effective Start Date (Required)

Order	Data Type	Description	Example	Why This Is Needed
7	String1 between 1-64 characters.	The payroll system Deduction Description as defined on the previous payroll provider's system.	Date formatted cells: 09/24/2015 24/09/2015 Text formatted cells: 2015-09-24	This data is used with the Payroll Identifier and Deduction Code to identify individual deduction definition requirements.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Effective End Date

Order	Data Type	Description	Example	Why This Is Needed
8	Date. Excel right-justified date format or Excel text format yyyy-mm-dd.	The Effective End Date for the deduction to be stop being paid to the employee.	Date formatted cells: 09/24/2015 24/09/2015 Text formatted cells: 2015-09-24	This data isn’t required. It can be entered if there is a known end date.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Amount (Required, when Percent blank)

Order	Data Type	Description	Example	Why This Is Needed
9	Numeric Accepts 10 digits and 3 decimal points.	This is the flat amount for the deduction to be assigned to the employee's payroll record. Don’t enter an Amount when there is a Percent.	1371.3 1371.38 1371.382	This data is used to set up a recurring deduction amount.

Percent (Required, when Amount blank)

Order	Data Type	Description	Example	Why This is Needed
10	Numeric Accepts 3 digits and 3 decimal points.	The percentage value for the deduction to be assigned to the employee's payroll record. Don’t enter a Percent when there is an Amount.	1 to 100; cannot exceed 100 37.3 37.38 37.382	This data is used to set up a recurring deduction amount.

Frequency of Deduction

Order	Data Type	Description	Example	Why This Is Needed
11	String1 between 1-64 characters.	The assignment of the frequency for making a payment for this deduction.	Every Regular Run First Pay of Month Last Pay of Month See drop-down list in Column K on the DeductionElectionData Excel sheet.	This data is required for the Payroll Deduction Codesfeature to assign the proper frequency to the deduction code. It’s used on the Employee Payroll Electionsfeature to assign special frequencies to the employee's record in the case that the employee has a different frequency from the deduction definition. Select the appropriate value from the pick list.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Remaining Balance

Order	Data Type	Description	Example	Why This Is Needed
12	Numeric Accepts 10 digits and 5 decimal points.	The total remaining amount to be taken for the scheduled deduction.	1371.3 1371.38 1371.382 1371.3826 1371.38264	Deductions that are configured as a declining balance will only deduct from an employee when there is a remaining balance to deduct from. When the remaining balance reaches 0.00 the deduction will stop. The remaining balance should be assigned when the final value is known.

Limit Value

Order	Data Type	Description	Example	Why This is Needed
13	Numeric Accepts 10 digits and 3 decimal points.	The flat amount or percentage that represents the cap for the total deduction amount.	1371.3 1371.38 1371.382	The limit can be represented as either a flat amount or a percentage depending on how the deduction has been configured. If an employee's deduction reaches the limit within the specified period, the application reduces any further payments to zero.

Payee

Order	Data Type	Description	Example	Why This Is Needed
14	String1 between 1-128 characters.	This is the name of the payee to receive the payment for the deducted amount.	BCBS_Med Steve Smith Tax Levi #2312	The payee only needs to be included when a deduction has more than 1 payee assigned. The application will assign the default payee automatically when left blank if the definition has been configured with a payee.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Payee Value

Order	Data Type	Description	Example	Why This Is Needed
15	String1 between 1-64 characters.	The string or numeric value that’s unique to the employee. This value is required for reporting the payment to the payee.	Account Number Certificate Number Plan Number	The payee value only needs to be included when there is a payee value that is stored at the employee level. Payee parameters that are defined for all employees (pay group level) don’t need to be provided.

¹ Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Drag and Drop Pages

Several of the Deduction Question pages use Drag and Drop pages. These pages are different from many of the table and question pages found in the wizards, and need a more direct hand in setting the data correctly.

Deduction Status Page

Categorize deductions based on their status as a deduction or as a tax code.

1. Review the codes listed under the different categories.
   • Uncategorized: Any code that is in question is listed as Uncategorized.
   • Move these deductions to the Tax Module: Move any codes that should be a Tax code rather than Deduction to this box.
   • All remaining deductions: Move any code that is a deduction to this category.
2. In the Uncategorized section on the left, drag any items to the gray box under the correct category on the right.
3. Move any items in the wrong category to the correct category.
4. Click Next.

Deduction Taxation Page

Separate deductions being used to collect Taxes. The groupings are as follows:

Deductions

Standard deductions that reduce an employee's gross pay.

Garnishments/Arrestments

Garnishments/Arrestments are stored on the employee's People profile rather than as a traditional deduction code. YTDs for Garnishments should be loaded into the system for reporting purposes, but are stored on the People profile as ongoing amounts.

Memo Deductions

Memo deductions are payroll codes that don’t affect the Net Pay. If they’re categorized here, they’re loaded back into the Earnings wizard except for specified Worker's Comp Memo and Employer Pension deductions.

For the UK, employer pensions must be configured as a Memo deduction.

Earning

Codes that would be entered as negative deductions in Dayforce should be entered instead as Positive Earnings. Examples of deduction codes that would be moved to the Earnings wizard for generation are Taxable Benefits and Salary Sacrifices that aren’t payable to employees and don’t impact Net Pay. Another example might be Reimbursement codes that shouldn’t affect the employee's taxes.

Deferred Comp and HSA Deduction Page

Separate deductions being used for Deferred Compensation (such as pension, retirement) and Health Savings Account (HSA) benefits that are Payroll based. The groupings are as follows:

Deferred Compensation Deduction

Deferred Compensation plans and Pension plans involve employees paying a portion of their earnings into an account (often for retirement), such as a 401(k) or an RRSP account.

HSA Employee and Employer Deductions

HSA contributions must be marked against Federal limits. Codes must later be separated into the categories of Self-Only, Family, or Employer Contribution codes.

Any Non-Deferred Compensation and Non-HSA Deduction

Any other code that is on this page and isn’t Deferred Compensation or HSA must be categorized here.

Deferred Compensation Taxation Page

The Taxation Method page shows a list that identifies a subset of codes previously marked as: Deferred Compensation, their set Country, Payroll Identifier, Deduction Code, and Deduction Description. The page prompts you to select a Taxation Method for the code. To select the taxation method, select the box that says “--Select a deduction--” and select from the drop-down list of taxes.

Important: The amounts or elections that exist in the data templates provided for Deduction installation restrict the Taxation Methods. For example, a 401(k) code that uses percentages in election doesn’t offer a taxation code that is 401(k) amount based. It only offers taxation for percentage-based codes.

Note: If you select Other Taxation Method for any code, you must set the code's taxation in the Dayforce environment.

Pre-Tax and Post-Tax Deduction Page

Select the remaining deduction codes and sort them into Pre or Post Tax categories.

Pre-Tax

Pre-Tax payroll deductions are qualified deductions that lower your employee’s taxable wages, and affect the amount they’re taxed.

Post-Tax

Post-Tax payroll deductions are deducted from the employee’s pay after taxes are calculated. They don’t reduce their taxable gross salary. Dayforce doesn’t let Post-Tax deductions to send an employee into a negative net pay amount.

Post-Tax Taxation Page

Contains a list that identifies a subset of codes that were previously marked as Post-Tax, their set Country, Payroll Identifier, Deduction Code, and Deduction Description. This page prompts you to select a Taxation Method for the code. To select the taxation method, select the box that says “--Select a deduction--” and select from the drop-down list of taxes.

Important: The amounts or elections that exist in the data templates provided for Deduction installation restrict the Taxation Methods. For example, an RPP code that uses a flat amount in an election doesn’t offer a taxation code that is RPP Percentage based, only taxation for flat amount-based codes.

Note: If you select Other Taxation Method for any code, you must set the code's taxation in the Dayforce environment.

Memo Deduction Taxation Page

Shows a list that identifies a subset of codes previously marked as Memo Deductions. It shows their set Country, Payroll Identifier, Deduction Code, and Deduction Description; and asks you to select a Taxation Method for the code. To select the taxation method, select the box that says “--Select a deduction--” and select from the drop-down list of taxes.

Important: The amounts or elections that exist in the data templates provided for Deduction installation restrict the Taxation Methods. For example, an RPP code that uses flat amounts in election doesn’t offer a taxation code that is RPP Percentage based, only taxation for flat amount-based codes.

Note: If you select Other Taxation Method for any code, you must set the code's taxation in the Dayforce environment.

Consolidate or Separate Deductions into Multiple Codes

Shows groupings that representative each of the different codes that are going to be created in the Dayforce environment. Each box on this page lists new deduction codes in groupings. The groupings show the different legacy codes that are being mapped to that one code. If more than one code could use the same taxation, you can combine the boxes. However, codes are placed in separate subgroups that represent unique deductions.

This page is divided into separate tabs based on the previous categories that deduction codes have been separated into: Deferred-Compensation, HSA, Pre-Tax, Post-Tax, Memo Deduction, Garnishments/Arrestments.

Your actions are as follows:

• Merge: Groups codes in the same box under one deduction code. You can click Merge All to combine all boxes that are on one tab.
• Split: Takes subgroups of codes and splits them so that the box is separated into individual codes for each potential version of code. You can also Split All to separate all codes that are on one tab.
• Group: Takes codes and separates them into like types of subgroups and renames them appropriately. You can also Group All to separate all codes into subgroups that are on one tab.

For each subgroup, you can also select the pen icon to make updates to the code that is generated:

• Name: The name of the deduction in Dayforce.
• Display Name: A 15-character limited version of the Deduction Name. The display name is what shows on the employee's earning statements.
• Credit Journal: If you know the General Ledger code for a deduction, enter the Credit Journal number here.
• Allow Partial: If a deduction can’t be taken in full, you can set the system to not take the deduction or to take only a partial amount.
• Allow arrears: If a deduction can’t be taken, you can set the system to add arrears to the employee's profile.

Note: You can’t make updates or split codes that are mapped to system deduction definitions in Dayforce.

Superannuation Pages (Australian Companies Only)

For Australian Deduction codes, the deductions used to track Superannuation (both employee and employer contributions) from all other deductions show on two pages. Use these pages to classify the Superannuation codes according to category. Classifications include:

• Superannuation: Examples include Employer Default Superannuation and Employee Voluntary Superannuation.
• All other deductions
• Employer Default Fund: Maps to the system deduction code “Superannuation Employer.”
• Self-Managed Fund (nondefault): Maps to the system deduction code “Superannuation Non Default Self Managed.”
• Employee Voluntary Contributions: Maps to the system deduction code “Employee Salary Sacrifice - Superannuation.”
• Employee Post-Tax Contributions: Installs new custom deduction definitions in Dayforce.

This option doesn’t load YTD information or payroll elections into the system. After YTD information is loaded into the system, payroll codes are locked down and certain parameters (taxation, generated parameters) are no longer editable in Dayforce.

Commonly encountered issues

Before uploading the template, you must make sure that the data has no errors. Some common problems include:

• Required field or data missing.
• Trying to upload an old or previously downloaded template file.
• The Deduction Election Data tab or the Deduction YTD Data tab is missing in the Excel document.
• Incorrect formatting.
• If the file includes a filter, it might result in an error.

If a column has an error that you can't resolve, do the following to convert the data in the column back to text. These steps might resolve the problem if the information was formatted incorrectly.
1. Click the letter at the top of the column.
2. In the menu, click Data and Text to Columns.
3. Click Next, Next, and Finish.