Before You Begin: You might want to go to Payroll Setup > Earnings and Deductions and select a specific earning or deduction to view how it’s configured to help you determine how to set the election for the employee, whether an amount must be specified, or whether there are applicable limitations.
Note: See General Details for Payroll Elections.
To create a deduction or earning election:
- Go to People, open the employee profile, and click Payroll > Payroll Elections.
- Click Add.
- In the General Details section, specify the following:
- In the Effective Start field, specify the date that the deduction or earning begins. By default, this field is set to today's date.
- (Optional) Specify an end date in the Effective End field, which sets the end of the calculated deduction or earning. By default, the Effective End field is cleared and the value doesn't expire.
- In the Type drop-down list, select the Earning or Deduction option.
- In the Code drop-down list, select the deduction or earning that you want to add.
- In the Schedule drop-down list, select the option to set how often the deduction is applied to the employee's pay.
- (For earning elections only) Optionally, in the Work Assignment drop-down list, select one of the employee's work assignments.
- (For deductions elections only) Enter a value in the Arrear Multiplier Limit Option field, if applicable.
- In the Parameters section, define the Amount, Percent, or other parameter fields, if applicable.
- Define the fields of the Limits subsection of the Parameters section to specify deduction limits, if applicable.
- In the Payee section, specify the following, if applicable:
- Select an option from the Payee drop-down list.
- Enter a value in the Payable To field.
- Define the fields in the Parameters subsection, if applicable.
- Click Save and then click Refresh.