Understanding General Deductions

This topic discusses:

Delivered general deductions.
Delivered supporting elements.
Deduction assignments.
Deduction overrides.
Process lists and sections.
Viewing delivered elements.

The PeopleSoft system delivers a number of general deductions for the U.S. that demonstrate the flexibility of Global Payroll rules to meet common processing requirements such as repayment and garnishment calculations.

In this table, the first column combines the name and description of the delivered deductions. The other columns indicate the calculation rule components, such as Unit, Rate, Percent, and Amount, and the pre-process and post-process formulas for each deduction.

Note: Calculation rule components that do not apply to a general deduction are designated Not Applicable (NA).

Name/Descr.	Unit	Rate	Base	%	Amount	Pre- and Post- Process Formula
CREDIT UNION Credit Union	NA	NA	NA	NA	Payee level
UNITED WAY United Way	NA	NA	NA	NA	Payee level
HOLIDAY FUND Holiday Fund	NA	NA	NA	NA	Payee level
LOAN Company Loan	NA	NA	NA	NA	Payee level	Post-LNS FM PYMTS
LOAN AD PYMT Company Loan Amount	NA	NA	NA	NA	Payee level	Post-LNS FM ADD PYMT
GARNISHMENT Garnishment	NA	NA	NA	NA	Payee level	Pre-GRN FM PRE PRCS Post-GRN FM PST PRCS
BOND PURCH Purchase Bonds	BND FM PURCHASE	BND VR PRICE	NA	NA	NA	Pre-BND FM SET DRIVER

Note: Except for BOND and BOND PURCH, the general deductions are defined as PS Delivered/Not Maintained. This means that you can use them as delivered, modify them, or replace them with new elements.

Credit Union

The CREDIT UNION deduction has a calculation rule of Amount and is used to calculate contributions to a company savings plan. Define the amount at the payee level using the Element Assignment by Payee (GP_ED_PYE) and Payee Assignment by Element (GP_ED_ELEM) components, or positive input.

United Way

The UNITED WAY deduction has a calculation rule of Amount and is used to calculate United Way contributions. Define the amount at the payee level using the Element Assignment by Payee (GP_ED_PYE) and Payee Assignment by Element (GP_ED_ELEM) components, or positive input.

Holiday Fund

The HOLIDAY FUND deduction has a calculation rule of Amount and is used to define holiday savings accounts. Define the amount at the payee level using the Element Assignment by Payee (GP_ED_PYE) and Payee Assignment by Element (GP_ED_ELEM) components, or positive input.

Loan

The LOAN deduction has a calculation rule of Amount and is used to calculate regularly scheduled loan payments. Define the amount, the loan repayment schedule, and other information related to the loan at the payee level using the Request Repayments USA page.

Loan Additional Payment

The LOAN AD PYMT deduction is for additional, one-time payments that a loan recipient may choose to make outside of the standard repayment schedule. It has a calculation rule of Amount; define the amount, payment date, and other information related to the additional loan at the payee level using the Request Repayments USA page.

Note: The deduction LOAN AD PYMT is referred to as a non-payroll loan payment. Although it is processed by the payroll system, it does not reduce the amount of net pay (it is not included in the standard gross to net calculation); instead, it directly reduces the loan balance.

Garnishment

The GARNISHMENT deduction has a calculation rule of Amount and is used to calculate child, spousal, or dependent support deductions, tax levies, creditor garnishments, delinquent student loans, and other types of garnishments. Define garnishment information at the payee level using the Assign Garnishments USA component.

This table lists the key supporting elements used to define the delivered general deductions:

Element Type	Element Name	Used By	Where Used
Variable	LNS VR ID	LOAN This variable is a user field on the LOAN and LOAN AD PYMT deductions. It enables the system to track each loan assignment separately.	Request Repayments USA page. You define the value of the repayment ID (LNS VR ID) when you assign repayments to payees on the Request Repayments USA page.
Variable	LNS VR GOAL AMT	LOAN This variable contains the total amount of the loan (goal amount).	Request Repayments USA page. You define the goal amount (LNS VR GOAL AMT) on the Request Repayments USA page in the Total Amount field.
Variable	LNS VR BALANCE	LOAN and LOAN AD PYMT This variable contains the difference between the goal amount and amount paid to date.
Variable	GRN VR ID	This variable is a user field on the GARNISHMENT deduction.	Assignment page of the Assign Garnishments USA component (GPUS_GRN). You define the garnishment ID (GRN VR ID) on the Assignment page when you assign garnishment deductions to payees.
Variable	GRN VR TYPE	This variable is a user field on the GARNISHMENT deduction.	Assignment page of the Assign Garnishments USA component (GPUS_GRN). You define the garnishment type (GRN VR TYPE) on the Assignment page when you assign garnishment deductions to payees.
Variable	GRN VR RECDT	This variable is a user field on the GARNISHMENT deduction.	Assignment page of the Assign Garnishments USA component (GPUS_GRN). You define the garnishment received date (GRN VR RECDT) on the Assignment page when you assign garnishment deductions to payees.
Formula	DED FM REFUND BAL	HOLIDAY FUND This post-process formula is used by the HOLIDAY fund deduction.
Formula	LNS FM PYMTS	LOAN This post-process formula performs limit processing for the LOAN deduction.
Formula	LNS FM ADD PYMTS	LOAN AD PYMT This post-process formula performs limit testing and generates a warning message if an additional payment exceeds the goal amount.

Note: Additional information about supporting elements can be found in topics on each of the general deduction types.

Deductions with a component of their calculation rule set to Payee Level must be assigned to individual payees before they can be processed, and require positive input for the Unit, Rate, Base, or Percent component.

The following delivered deductions for the U.S. fall into this category:

Deduction	Description
CREDIT UNION, UNITED WAY, and HOLIDAY FUND	The CREDIT UNION, UNITED WAY, and HOLIDAY FUND deductions are defined with a calculation rule of Amount, with the Amount Type field set to Payee Level. These deductions are resolved only when: An amount is assigned to a payee on the Element Assignment by Payee (GP_ED_PYE) or Payee Assignment by Element (GP_ED_ELEM) components. An amount is defined at the payee level using positive input.
LOAN and LOAN AD PYMT	The LOAN and LOAN AD PYMT deductions are defined with a calculation rule of Amount, with the Amount Type field set to Payee Level. Use the Request Repayments USA page to define repayment and additional repayment amounts.
GARNISHMENT	The GARNISHMENT deduction is defined with a calculation rule of Amount, with the Amount Type field set to Payee Level. You define the rules for calculating garnishment amounts using the Assign Garnishments USA component (GPUS_GRN).

Deduction

Description

CREDIT UNION, UNITED WAY, and HOLIDAY FUND

The CREDIT UNION, UNITED WAY, and HOLIDAY FUND deductions are defined with a calculation rule of Amount, with the Amount Type field set to Payee Level.

These deductions are resolved only when:

An amount is assigned to a payee on the Element Assignment by Payee (GP_ED_PYE) or Payee Assignment by Element (GP_ED_ELEM) components.
An amount is defined at the payee level using positive input.

LOAN and LOAN AD PYMT

The LOAN and LOAN AD PYMT deductions are defined with a calculation rule of Amount, with the Amount Type field set to Payee Level.

Use the Request Repayments USA page to define repayment and additional repayment amounts.

GARNISHMENT

The GARNISHMENT deduction is defined with a calculation rule of Amount, with the Amount Type field set to Payee Level.

You define the rules for calculating garnishment amounts using the Assign Garnishments USA component (GPUS_GRN).

You can override the amounts that are regularly processed for a repayment or garnishment deduction by entering one-time positive input. This table explains how to define one-time overrides for these deductions:

Deduction	Override Instructions
LOAN and LOAN AD PYMT	When you enter one-time positive input for a regularly scheduled LOAN or LOAN AD PYMT deduction, you must specify the repayment ID of the repayment for which you are entering the override. To do this, enter the appropriate value on the Positive Input - Details page of the One Time (Positive Input) component (GP_PI_MNL_ERNDED). Note: You can also override the total repayment amount on this page. See Understanding Repayment Deductions.
GARNISHMENT	When you enter one-time positive input for a regularly scheduled garnishment deduction, you must specify the garnishment ID, garnishment type, and received date of the garnishment for which you are entering the override. To do this, enter the appropriate values in theGarnishment ID, Garnishment Type, and Received Date fields on the Positive Input - Details page of the One Time (Positive Input) component (GP_PI_MNL_ERNDED). See Understanding Garnishments.

Deduction

Override Instructions

LOAN and LOAN AD PYMT

When you enter one-time positive input for a regularly scheduled LOAN or LOAN AD PYMT deduction, you must specify the repayment ID of the repayment for which you are entering the override. To do this, enter the appropriate value on the Positive Input - Details page of the One Time (Positive Input) component (GP_PI_MNL_ERNDED).

Note: You can also override the total repayment amount on this page.

See Understanding Repayment Deductions.

GARNISHMENT

When you enter one-time positive input for a regularly scheduled garnishment deduction, you must specify the garnishment ID, garnishment type, and received date of the garnishment for which you are entering the override. To do this, enter the appropriate values in theGarnishment ID, Garnishment Type, and Received Date fields on the Positive Input - Details page of the One Time (Positive Input) component (GP_PI_MNL_ERNDED).

See Understanding Garnishments.

All general deductions are members of the USA STD PAYROLL process list.

Within this process list, the general deductions are arranged in these sections:

Section	Elements in Section
DEDUCTIONS	CREDIT UNION UNITED WAY HOLIDAY FUND
LOANS	LOAN LOAN AD PYMT
GARNISHMENTS	GARNISHMENT

The PeopleSoft system delivers a query that you can run to view the names of all delivered elements designed for the United States. Instructions for running the query are provided in the PeopleSoft Global Payroll product documentation.

Understanding General Deductions

Delivered General Deductions

Credit Union

United Way

Holiday Fund

Loan

Loan Additional Payment

Garnishment

Delivered Supporting Elements

Deduction Assignments

Deduction Overrides

Process Lists and Sections

Viewing Delivered Elements