OECTA Deduction Setup Process Overview

OECTA Deduction Setup Process Overview

GOAL: To provide a wholistic overview of the setup process for OECTA and different considerations for the configuration and Pay Register deductions. 

PROCESS OVERVIEW

PAYROLL > BOARD > DEDUCTION CODE

**Ensure both OECTA Code exists [OECTAE and OECTAS]**

IMPORTANT NOTE: OECTA requires Member Panels for both Elementary and Secondary, thus requiring specific Elementary and Secondary codes. 

Deduction Code = OECTA[E/S] > Modify

**Ensure OECTAE // OECTAS = Active**

PAYROLL > BOARD > DEDUCTION CODE MAINTENANCE > OECTAE/OECTAS

**Ensure OECTA Fee Type, Algorithm Code, Member Panel are configured appropriately**

PAYROLL > BOARD > DEDUCTION RATES MAINTENANCE > OECTAE/OECTAS

**Configure Flat/Percentage and the associated rate/amount for the Deduction Code’s rate**

STAFF MANAGEMENT > POSITION & ASSIGNMENT > EID

**Current Position, FTE = 1, Active**

PAYROLL > EMPLOYEE > NON-STATUTORY DEDUCTIONS > EID

**Sample EID falls under OECTAE since they are Group = TCHELEM**

OECTAE/OECTAS > Modify

**Current Record with appropriate configuration**

PAYROLL > GROUP DATA > PAY PERIOD CALENDAR > EMP_GROUP

**Current Pay Period = PAY 1 Model Name**

PAYROLL > GROUP DATA > PAY PERIOD DETAILS

**Ensure both Elementary and Secondary OECTA Codes are configured for each Pay Model that should have OECTA in it**

PAYROLL > PAY PROCESS > SCHEDULE GROUP > TCHELEM > PAY RUN

**Submit**

REPORTS > PROCESS REPORTS > PAY REGISTER

**$56.67 OECTAE deduction populated**