Use this dialog to enter setup information for a selected employee. Note that this dialog is available through both the Employees window and the Employee Information dialog (from the Payroll Check Entry window). Some options may not be available through the Employee Information dialog.
Employees window. Open this dialog from the Tax Withholdings & Deductions tab of the Setup > Employees window by clicking the 
button for a Deduction item. Click the Deduction Info tab.
Employee Information dialog. Open this dialog from the Tax Withholdings & Deductions tab of the Employee Information dialog by clicking the button for a Deduction item. Click the Deduction Info tab.
Note: The changes you make for a deduction item in this dialog will affect only the selected employee. The information here defaults from the employee template (if it was added via template) or directly from the Setup > System Configuration > Deduction Items dialog (if it was added directly without coming from a template).
See also: Overview of employee setup
Fields & buttons
Displays the description of the selected deduction item.
Displays the method of calculation for the selected deduction item (as specified on the Calculation tab of the Setup > System Configuration > Deduction Items dialog).
This selection can be modified, but the selections are limited to either the pre-tax or after-tax category specified for the deduction item at the global level (in the Calculations tab of the Deductions dialog).
The pre-tax category consists of Fixed Amount, Gross Income Percentage, and Hourly Amount.
The after-tax category consists of After-tax Income Percentage and Net Income Percentage.
Note: After-the-fact payroll clients - If this is a CBS client, overriding the calculation method for the deduction will cause an error message to display stating that the calculation method for this deduction must match the method set up in the Setup > System Configuration > Deduction items dialog.
This field is accessible only if the selected calculation method for this deduction item is Fixed Amount or Hourly Amount.
Enter the deduction amount appropriate for the selected employee.
This field is accessible only if the selected calculation method for this deduction item is After-tax Income Percentage, Gross Income Percentage, or Net Income Percentage.
Enter the deduction percentage appropriate for the selected employee.
For use with the TimeClock import files.
Enter the description number that corresponds with this deduction item.
If the calculation method is Hourly Amount, you may mark this checkbox to include overtime hours in the calculation for this deduction item.
If the calculation method is Hourly Amount, you may mark this checkbox to include double-time hours in the calculation for this deduction item.
Mark this checkbox to have the application subtract the deductions in the order in which they appear in the Tax Withholdings & Deduction Items grid. This checkbox is applicable only if two or more deductions are marked as sequential. The first is deducted before the second is calculated, and so forth.
Example 1
- Deduction 1 (Gross Income Percentage)
- Deduction 2 (Gross Income Percentage)
If both are marked as sequential deductions, the application first calculates Deduction 1 as a percentage of Gross Pay. Then the application calculates Deduction 2 as a percentage of the value of Gross Pay minus Deduction 1.
If these items are not marked as sequential deductions, the application calculates each of them as a percentage of the original Gross Pay amount.
Example 2
- Deduction 1 (Fixed Amount)
- Deduction 2 (Gross Income Percentage)
Example 3
- Deduction 1 (After-tax Income Percentage)
- Deduction 2 (After-tax Income Percentage)
Please note that sequential deduction would not be appropriate for the following example: Fixed Amount deduction followed by an After-tax Income Percentage deduction.
(For an InsurePay client only.) Specify the workers' compensation class associated with this deduction item. Note that the available classes are determined by the class codes included in the consent file that you retrieve from InsurePay via CS Connect. Also, if the employee's state is different from the client's state, specify the employee state. (The client's state is used as the default by InsurePay if the State field is left blank.)
This checkbox is available only if Kansas is selected for the client on the Payroll tab of the Client Properties dialog.
If the checkbox is marked, the deduction item amount is added to positions 338-348 of the RS Record for KPERS or KP&F.
This checkbox is available only if Maryland is selected for the client on the Payroll tab of the Client Properties dialog.
If this checkbox is marked, the deduction item amount is added to positions 298-307 of the RS Record for Maryland State Pickup.
CREATIVE SOLUTIONS ACCOUNTING
