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Deduction items are settlement items that are applied to a human resource record.
To view deduction items go to Maintenance > Deduction Items.
Field Name | Description |
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DeductionID | A unique numerical ID that is auto-populated. |
Description | The description, or name, of the deduction item. |
GL Account | Optional. GL Account associated with the deduction item. See GL Accounts (Classic Operations App). |
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- Go to Maintenance > Deduction Items.
- Scroll to the bottom of the list of deduction items and add the new deduction item in the empty row.
- Click the save icon in the toolbar.
How to Edit a Deduction Item
- Go to Maintenance > Deduction Items.
Edit the field(s) you would like to edit.
- Click the save icon in the toolbar.
How to Delete a Deduction Item
- Go to Maintenance > Deduction Items.
Click the deduction item you would like to delete by clicking on the grey box to the left of the DeductionID column, the row will be highlighted blue.
- Click the delete icon in the toolbar or press the delete button.
- Click the save icon in the toolbar.
Deduction Items in Human Resource and Agent Records
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- Click Add to create a new deduction.
- Select the Deduction item.
Choose a Schedule.
For X Dispatch 21.0 or newer.Info Once Per Settlement - This is the default setting and will add the deduction item once to every settlement.
Every Day within Settlement - Will add the deduction item to each day in the settlement period, including weekends. Only the "Amount" Type will be available.
Every Weekday within Settlement - Will add the deduction item to each weekday in the settlement period, excluding weekends. Only the "Amount" Type will be available.
Only Worked Days within Settlement - Will add the deduction item to each day that the driver has work on in the settlement period.
Once a Week Per Settlement - Will add the deduction item one time each week in the settlement period. Only the "Amount" Type will be available.
First Settlement of the Month - Will only add the deduction item to the first settlement of each month. Only the "Amount" Type will be available
- Select a Type and enter the Amount.
- Amount - Enter a dollar amount in the Amount field.
- Percent - Enter the percentage amount in the Amount field. You can also set a Min and Max dollar amount.
- Pick a Start Date and EndDate.
- Click OK.
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The deduction amount will be 30% or $5 and no more than $100 every settlement.
Creating a Payment or Credit Using a Deduction Item
Deduction items can be used to create payments in settlements to pay more, such as for credits or raises, by entering a negative value for the Amount when adding the deduction item to the human resource or agent record.
On the settlement, the negative value is displayed as a payment.
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