Revised:  04/16/2013

How to Add or Modify a Deduction or Expense for All Employees

Go to Maintain>>Deduction/Benefit Master

• Enter or select the Deduction Code and hit the Tab key.

• Make the appropriate changes in the Deduction Master and then press Apply

• Select one of the following options:

• • Global Changes or Global Additions from the header.

Global Changes

• Global Changes will change the information you select for each employee that has that already has this deduction in their Employee Master.

• • Caution:  If the employee currently has that deduction but it is entered as a $-0- amount in the Employee Master, changes you make using the utility could reactivate the deduction.  Deductions should be stopped for an employee by using the Advanced button and entering an End Date or check marking the Check for Inactive Deduction box.

  • Place a check mark in one or more of the areas that is to be updated for the Employee, Employer or both.  Only fields that have been checked will update to the employee files.

  • Update the information for the areas that have been checked.  For example:  adjust the amount from 50.00 to 65.00.

  • Leave the Start and End Date blank for most updates.  These date fields should only be used for starting a new deduction or stopping an old deduction.  A Start Date will temporarily deactivate this deduction for any pay date before this date.  An End Date will deactivate this deduction for any pay after this date. (If a check date is entered here, that check will still include this deduction.)

  • Press the Update button process the changes

Global Additions

• The Global Additions utility is used to add a new deduction to all active employees.

• All of the information for the Deduction Code should be entered on the main screen prior to selecting Global Additions from the Quick Link area.  See:  How to Setup a New Payroll Deduction or Employer Expense if you need instructions for that.

• Review the information that will be added to all active employees

• Leave the Start and End Date blank for most updates.  These date fields should only be used for starting a new deduction or stopping an old deduction.  A Start Date will temporarily deactivate this deduction for any pay date before this date.  An End Date will deactivate this deduction for any pay after this date. (If a check date is entered here, that check will still include this deduction.)

• Press the Update button at the bottom of the view to begin the process