Edit the Deduction Information Calculation Card

This topic demonstrates how you can modify the Deduction Information calculation card that was automatically generated during a new hire process. For example, you can modify the employee card to reflect employee-specific values that are different from the default values.

Before You Begin

Before you begin confirm the following:

• The new hire process for the employee is completed and a TRU was selected on the Hire an Employee: Employment Information page.

• The employee has a payroll relationship and is assigned to a payroll.

• A calculation card definition that includes the Taxes and Social Security tax calculation exists at the legislative level.

How to Open the Calculation Card

1. From your Home page, navigate to My Client Groups > Payroll.

2. Under Person Information, click Calculation Cards.

3. Search for a person and then click the link for the person.

4. On the Calculation Cards page, click the Deduction Information calculation card that was automatically created for this payroll relationship.

   In the Calculation Card Overview pane, you can view the calculation groups associated with this calculation card. In this example, you can see the Taxes and Social Security component groups.

How to Edit the Calculation Components

Here's how you can modify a component's reference values:

1. In the Calculation Card Overview section, select either Taxes or Social Security.

2. Select the component in the Calculation Components section.

3. Select Edit - Correct or Edit - Update.

4. Complete the fields on the Correct Calculation Component or Update Calculation Component window, and click OK.

5. Click Save.

How to Edit the Calculation Component Details

Here's how you can modify component details:

1. Select the component in the Calculation Components section.

2. Select Edit > Correct or Edit > Update in the Calculation Component Details section.

3. Enter your changes to the component details, and click Save.

How to Create a Tax Reporting Unit Association

You must associate the card with a TRU, if none was specified during the new hire process.

1. In the Calculation Card Overview section, click Associations.

2. Click Create in the Associations section.

3. On the Create Association window, select a TRU in the Tax Reporting Unit field.

4. Click Save.

   Note: You must save the association before you can create association details.

How to Create Association Details

You must associate calculation components with employment assignments or terms.

1. In the Association Details section, click Create.

2. On the Create Association Details window, select E300100008926055 in the Assignment Number field.

3. Click Save and Close.