Before You Begin:
- Make sure that you have an XREF codes for each of the deductions that you are creating. Each deduction requires a unique XREF code. Your payroll partner provides you with those XREF codes.
Configure Deductions to Use in a Dayforce Unified Project
This task describes creating the Pre Tax deduction, but you can follow the same steps for the Post Tax deduction.
Important: The payroll partner must give you a unique Reference Code (XREF code) for each earning that you create to ensure that the GPRI works correctly.
To configure deductions to use in a Dayforce Unified project:
- Go to Payroll Setup > Earnings and Deductions and click the Deductions tab.
- Click Add to open the Add Deduction dialog box and select a tax type, a country for the deduction and, if necessary, a process for employment.
- Click Next.
- In the Name and Description fields, enter the ISO code and the name of the deduction. For example MEX Loan.
- In the Reference Code field, enter the XREF code given to you by the payroll partner that corresponds to this deduction.
- Click the Parameters tab, and select the appropriate options.
- Click the Pay Groups tab, and add the appropriate pay groups to determine which employees this deduction applies to.
- Click Save.