Deductions are settlement items that are applied to a Human Resource record.  Once a Deduction Item is created, it accessible in the Deduction section of the Human Resource record.

Setting up a Deduction

1. Navigate to Maintenance > Deduction Items.
2. Enter a numerical ID in the DeductionID field.
3. Fill in a Description of the item.
4. If you use the GL Accounts feature, select a GLCode from the drop-down menu to associate the deduction item.  This field is not required.  
5. Once complete, press the Save icon located in the menu bar above.  

Using a Deduction

Once Deduction Items are saved, they are available for use in the Human Resource record.

1. Navigate to Maintenance > Human Resources
2. Open the Human Resource record you would like to configure.
3. Click on the Deductions tab.

4. Click Add and New Settlement Deduction for human resource is displayed.

   
5. Select a Deduction Item from the Deduction drop-down.
6. Select either Amount or Percent from the Type radio buttons.  (If Amount is selected this is a flat dollar amount and if Percent is selected this is a percentage of the Human Resources pay in the settlement.)
   • When Amount is selected, enter a dollar amount into the Amount field.  
   • When Percent is selected the Minimum field is the minimum amount that is deducted.  If the percent of the settlement is not more than the Minimum, the amount entered in this field is used instead of the percentage amount. This field is only enabled when Percent is selected.  
7. The Maximum field is the maximum amount that is deducted.  If the percent amount taken from the settlement is greater than the Maximum amount entered, the settlement uses the maximum value.  This field is only enabled when Percent is selected.  

8. Select a Start and End Date for the deduction and Press OK to save the new Deduction.

   

   

9. All saved Deductions are listed in the Human Resouce record and the Edit and Remove buttons are enabled. 
10. Clicking Edit displays the selected deduction for editing. 

11. Clicking Remove displays a Warning message asking if you are sure you would like to delete the deduction. 

    

Creating a Payment Using a Deduction

Deductions are also used to create payments in Settlements by adding a negative value to pay more, such as for credits or raises.

To create a payment using a Deduction follow the steps listed above but in the Amount enter a negative value as displayed in the below image

On the HR Settlement, the negative value is displayed as a payment.