Stop an Employee Deduction/Benefit

If you need to discontinue an employee deduction or benefit, you need to update the Employee Master. When stopping a deduction, enter or select an End Date that falls between the last check date that the deduction should have been taken and before the next check date that this deduction should not be used. When ending a deduction or benefit for all employees, see Deduction or Expense for All Employees

There are two options:

  1. Ending a Deduction immediately
  2. Ending the Deduction with a future date

End Deduction/Benefit Immediately

NAVIGATION: MAINTAIN menu > Employee Master

  1. Select the employee and then open tab 6-Deduction/Expenses
  2. Open the Deduction Code browse and select the code to be stopped. The employee's current code settings will populate the entry area.
  3. The Employee Deduction and the Employer Expense areas may be active or grayed out, depending on if this code is for an employee deduction, an employer expense or both.  Follow these directions for the appropriate area(s).
    1. Change Amount and Maximum to 0.00 for all appropriate areas
    2. Click the Advanced Button to open the Deduction Advanced Setup view
      1. Enter a check mark in the Check for Inactive Deduction box
      2. Click OK to close the Deduction Advanced Setup view
    3. The deduction changes will auto save and the Save and Apply buttons will be inactive.
  4. Click Clear Item to clear the deduction from the entry area, or Clear/Add to clear the Employee Master to select another employee.

Important Notes

  1. You may not delete an employee deduction code that has been used this calendar year.
    1. The current year's history is tracked with the code.  
    2. If you attempt to delete a code that has been used in the current calendar year, the message "Cannot Delete Deduction With YTD Totals" will appear.
  2. You may delete old deductions from the grid that were used in previous years that have not been used in the current year.
    1. The employee's deleted deductions will still appear with information when running reports for previous years as reports for previous years pull from saved history.
  3. WARNING:  Do not delete old unused codes from the Deduction/Benefit Master. Deleting the codes from the master will stop the information from appearing on the reports for all years.

End Deduction/Benefit with a Future Date

You may enter a future date to end the deduction. This will allow the user to stop the deduction after one or more pays have been run. Using this method, the user may enter the deduction end when they receive the request rather than waiting until the effected pay and possibly forgetting.

NAVIGATION: MAINTAIN menu > Employee Master

  1. Select the employee and then open tab 6-Deduction/Expenses
  2. Open the Deduction Code browse and select the code to be stopped. The employee's current code settings will populate the entry area.
  3. Do not change anything on the initial view.  
  4. Click the Advanced Button to open the Deduction Advanced Setup view.
  5. Leave the Start Date blank
  6. Enter an End Date that is before the payroll check date that will not include this deduction.
    1. If a payroll check date is entered here, the check for that date will still include this deduction.
  7. Click OK to auto save and close the view
  8. Because the deduction was automatically saved, the Save and Apply buttons will be inactive.
  9. Click CLEAR ITEM button to clear the deduction from the entry area, or Clear/Add to clear the Employee Master to select another employee.

12/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388