员工级别扣除
Background
You can make deductions from employee paychecks for various reasons, such as benefit premiums, 401k savings, loan repayments, wage garnishments, employee purchases, etc. You must firstset up the deductions at the Company level在为个人员工分配之前。
如何添加员工扣除
- Payroll > Employees > Employee List
- 点击theemployee’s namein the Employee List.
- 点击theDeductions & Contributionslink on their record.
Toadda new deduction, click the添加新扣除右上角的链接。将出现一组空白字段。
Deduction:Select from the dropdown list of existing deductions set up at the company level. To add a deduction that is not in the list, you will first need toadd the deduction at the company level.
Active:This checkbox will be marked by default. When the Active box is checked, the deduction will occur in any payrolls for this employee as long as a limit has not been reached, and the deduction has not been turned off in the Payroll Entry screen. If the Active box is unchecked, the deduction will not occur.
Method:这将是“固定美元”或“百分比”。这是由您所选择的扣除决定，并在公司级别设置。这是用于员工扣除屏幕上的信息，在此处无法更改。
类型：This will be the type of deduction selected when creating the company level deduction. This cannot be changed here. For more information please read, “Company Level Deductions Field Help。“
Amount:Depending on the above Method, enter either the dollar amount or percent of pay that should be deducted from each pay check. If there is a Company Default Amount set up at the company level, the default amount or percent will automatically fill in the field. If you do not want to use the company default amount, click “Use a Custom Amount” and fill in the custom amount for this employee.
限制：这些字段是可选的。扣除可以在工资日期，月，日历年或终身时间内以美元限制设置，以便达到限制后，扣除将自动停止。看Deduction and Contribution Limits更多细节。如果在公司级别设置了限制字段的公司级别，则默认金额或百分比将自动填写该字段。如果您不想使用公司默认金额并希望为员工使用自定义限制，请单击“使用自定义金额”并填写此员工的自定义金额。如果要删除限制，请单击“使用自定义金额”，删除默认金额并将其留空。
Catch Up?:Only if the deduction type is 401(k), 403(b), or Simple IRA, or HSA, there will be an additional checkbox that appears at the bottom of the field list. You will need to check this box for any employee that meets the IRS eligibility requirements for contributing catch-up amounts:
- 对于401（k）和403（b） - 任何人在当前日历年转到50岁或以上
- For Simple IRA – anyone turning age 50 or older in the current calendar year
- 对于HSA - 任何在当前日历年55岁或以上的人
Checking the Catch Up box allows the additional deduction to be tax exempt, and will set an automatic deduction limit so the deduction stops once it reaches the higher catch-up limit.
Toedit扣除，点击Edit链接中的链接。You can now make changes in the appropriate fields for that deduction. You can inactivate or activate a deduction, or change the amount per pay and limits. Click保存.
To删除a new deduction, click the删除链接中的链接。注意：如果尚未在工资单中尚未使用，您可能只删除扣除。如果在工资单中使用扣除，则删除链接将不可见。点击是的删除此扣除。
关于扣除优先事项
The priority of deductions becomes an issue when the employee’s pay is less than the total amount of deductions scheduled to be taken in a paycheck. If this happens, deductions will be prioritized and deducted in order until there is no pay remaining and the net paycheck amount is zero.
Deductions are prioritized in order of how they currently appear in the deductions list. Deductions appearing in the first row will be taken first, deductions in the second row will be next, and so on.
To reorder deductions, place your cursor on the deduction row to the far left. Blue arrows will appear. Click and drag this deduction row above or below the other deduction rows.
If there is not enough money to take the first deduction, the system will move on to the second deduction. If there is not enough money for the second deduction, the system will move on to the third deduction, and so on.