Add or Edit a deduction type

In order to add a deduction to a payslip, you'll first need to set up a Deduction Type. This type will then be able to be selected from the drop down menu in payslips.

Some examples of deductions may be:

  • Child Support
  • Overpayment

To set up (add) a deduction type:

  1. In the quick menu select the hamburger icon to open the full menu and select Payroll Settings > Deductions.
  2. Select Add New Deduction
    1. Name the deduction.
    2. Value Type e.g. dollar value or percentage.
    3. Deduct from e.g. Gross Wage or Net Wage.
    4. Deduction Type e.g. Fees or Workplace Giving. These type are used for Single Touch Payroll (STP) ATO reporting purposes.
    5. Pay to Another Account leave as no if you do not wish to pay out to another account.
      1. Candidate Managed select if the employee should have the ability to set up their own deduction in their own portal.
      2. Disable select if you would like to disable this deduction from use on the platform including:
        • In the Employee Portal- employee can no longer select this deduction type through their Employee portal.
        • In Payslips- the deduction type will not show on payslip edits/adjustments.
        • Past Payslips- any processed deductions (on past payslips) will display as greyed out if trying to edit.
        • Any existing reoccurring deductions will also be turned off.
          • The date for reoccurring deductions may not be adjusted in the employees profile (ensure to adjust this if disabling this deduction type).
Note: If you disable this deduction type and decide to re enable it, you will need to set up re-occurring deductions.
  1. Save

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To edit an existing deduction:

  1. Click the pencil icon to edit a deduction type.
  2. Make the required changes.
  3. Click Save.

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