Setting Up Deduction Subsets

For employees who receive additional pay:

1. Select a deduction subset on the Create Additional Pay page.

2. Request that the system issue a separate check using the Sep Chk # (separate check number) field on the Create Additional Pay page.

   The deduction subset overrides other deduction instructions elsewhere in the system.

If you do not request a separate check, the system ignores the deduction subset and follows the deduction instructions from the calendar, the employee's Job record, or payroll data.

If an employee has multiple Additional Pay records with the same separate check indicator, select the same deduction subset for each record. If you select different subsets, the system applies the deduction subset that is associated with the last Additional Pay record that it processes.

Use deduction subsets to process only a selected set of deductions for a pay run. For example, for a bonus run, you might deduct only one or two of the deductions that you process during the regular monthly pay run.

Select a deduction subset on any of the following pages:

• Pay Calendar Table

• Payroll Options 2

• Additional Pay

When you select subsets on more than one page, the system uses a hierarchy to determine which deductions to process. If you pay an employee for multiple jobs, the system also considers the employee's primary pay group and primary job when making this determination.

See the following scenarios and examples of the processing rules that apply. If you do not use the single check option, the term primary pay group used in the scenarios refers to the pay group for the job that the system is processing.

Scenario 1: Deduction Subset on Calendars

The system processes:

• General deductions in the subset attached to the calendar for the primary pay group.

• Benefit deductions in the subset attached to the calendar associated with the primary job.

Scenario 2: Deduction Subset on Calendars and the Override Benefits Deductions Page

The system processes:

• General deductions included in the subset attached to the calendar for the primary pay group.

• Benefit deductions included in the subset selected on the Override Benefits Deductions page.

Scenario 3: Deduction Subset on Calendars and the Payroll Options 2 Page

The system processes:

• General deductions in the subset on the Payroll Options 2 page.

• Benefit deductions in the subset specified on calendar for the primary job.

Scenario 4: Deduction Subset on Calendars and Override Benefits Deductions Page and Payroll Options 2 Page

The system processes:

• General deductions in the subset on the Payroll Options 2 page.

• Benefit deductions in the subset on the employee's Override Benefits Deductions page.

The system ignores the subsets on the calendars because employee-level instructions take precedence.

Example

This table displays the five deduction subsets for the example. All of these deductions have been assigned to the employee on the Create General Deductions page and Assign to Benefit Program page.

Note the following:

• (B) indicates a benefit deduction.

• (G) indicates a general deduction.

The following table indicates where the deduction subset is selected:

Additional Pay	Calendar for Primary Pay Group	Job (Benefits Ded Proc Override page)	Calendar (not primary pay group)	Payroll Data
None	401K (B) GARN (G)	FSA-H (B) Bond (G)	FSA-D (B) MISC (G)	401K (B) Garn (G) Bond (G) Charity (G)

This table lists the deductions taken in the following scenarios:

• Scenario 1: Subset defined on calendars.

• Scenario 2: Subset defined on calendars and Job data.

• Scenario 3: Subset defined on calendars and Payroll Options 2.

• Scenario 4: Subset defined on calendars and Job Data and Payroll Options 2.

Scenario and Deductions Processed	401(k)	FSA-H	FSA-D	Garn	Bond	Charity
Scenario 1
Primary job in primary pay group	X			X
Primary job not in primary pay group			X	X
Scenario 2
Primary job in primary pay group		X		X
Primary job not in primary pay group		X		X
Scenario 3
Primary job in primary pay group	X			X	X	X
Primary job not in primary pay group			X	X	X	X
Scenario 4
Primary job in primary pay group		X		X	X	X
Primary job not in primary pay group		X		X	X	X