Mass Assignment of Non-Statutory Deductions Overview

Mass Assignment of Non-Statutory Deductions Overview

GOAL: To provide a wholistic overview of the best practices and considerations to mass assign Non-Statutory Deductions as a means of saving time when setting up an Employee in an Employee Group they haven’t been in before. 

This can prove useful during major staffing points within the year. The below tools can mitigate some of the setup work. 

PROCESS OVERVIEW

PAYROLL > GROUP DATA > DEDUCTION DEFAULTS > EMP_GROUP

Use this module to configure which deductions are defaults (mandatory defaults) for a given Employee Group. 

If using this for the majority of an Employee Group, delete Non-Statutory Records created at the Employee level for EID that do not require it. 

**All Active (Status = A) Default Deductions can be used by the Default Deduction Assignment tool**

PAYROLL > EMPLOYEE > DEFAULT DEDUCTION ASSIGNMENT

Use this module to mass-assign the deduction defaults you set up above to a given Employee. 

**Select the minimum effective date to mass establish the Default Deductions, choose All or Singular Deduction Codes and All or Singular Employee Groups for a given Employee ID**

Note: Employee ID = * means to select all Employees within a given Employee Group. 

Always configure Add Default Deduction to EID = YES to assign default deductions. 

Choose Submit to run the process. 

NOTE: If an Employee entered an Employee Group earlier than the Effective Date chosen (Deduction Start Date above), then your Non-Statutory Deductions records being assigned won’t align with the First Date that the Employee started in the Group. 

This can be very common in situations of late paperwork that backdates an EID position. This causes situations where Deductions start later than the Employee’s Position Start. 

REPORTS > PROCESS REPORTS > Default Deductions

**Here you can review the output of Default Deductions**