Create Personal Calculation Cards Manually

Personal calculation cards capture info that's used to calculate one or more related payroll calculations.

Create a Statutory Deduction Card

Navigation: My Client Groups > Person Management > Select Employee > Calculation Cards
  1. Search for calculation cards by providing the search parameters. Under Search Results, click on the person name.
    Note: Persons under a Legislative Data Group and Effective As-of Date appear in search results.
  2. Click Create.
  3. Enter the Effective As-of-Date. Select Statutory Deductions.
  4. Click Continue.

Create Calculation Components and Associations

To create Calculation Components and Associations

  1. In the Calculation Components region, click Create:
  2. In the Create Calculation Component window, select PAYE calculation component.
  3. Click OK and Save.
  4. In the Calculation Card Overview pane, click Associations.
  5. Click Create.
  6. Enter the Tax Reporting Unit:
    Note: The selected TRU must correspond to the Reporting Establishment, which is selected while hiring the employee.
  7. In the Associations Details region, click Create.
  8. Select the Assignment Number and Calculation Component.
  9. Click OK and then Save and Close.