Employee Deductions - Revision history

Pinvoicer at 03:18, 10 September 2020

2020-09-10T03:18:57Z

Pinvoicer at 03:18, 10 September 2020

2020-09-10T03:18:19Z

Pinvoicer at 05:01, 20 August 2020

2020-08-20T05:01:44Z

Pinvoicer at 03:27, 12 December 2019

2019-12-12T03:27:55Z

Pinvoicer: /* Use */

2019-03-28T02:43:24Z

Use

Pinvoicer at 01:51, 30 July 2018

2018-07-30T01:51:37Z

Pinvoicer at 23:24, 23 April 2018

2018-04-23T23:24:48Z

Pinvoicer: /* Use */

2018-04-23T23:21:06Z

Use

Pinvoicer at 23:27, 19 February 2018

2018-02-19T23:27:24Z

Pinvoicer at 23:26, 19 February 2018

2018-02-19T23:26:47Z

← Older revision		Revision as of 03:18, 10 September 2020
Line 36:		Line 36:
	====Salary Sacrifice - AU====		====Salary Sacrifice - AU====

−	For Australian PinvoiceR users, if your employee wishes to have a Salary Sacrifice for Superannuation, use the specific <kbd>Salary Sacrifice</kbd> tab on their employee record. NOTE: this specific type of Deduction can not be restricted to "once per pay", i.e. if the employee is paid twice in a period then this deduction will come off their pay twice. The ability to limit this will be added in a future release of PinvoiceR.	+	For Australian PinvoiceR users, if your employee wishes to have a Salary Sacrifice for Superannuation, use the specific <kbd>Salary Sacrifice</kbd> tab on their employee record. NOTE: this specific type of Deduction can not be restricted to "once per pay pay", i.e. if the employee is paid twice in a period then this deduction will come off their pay twice. The ability to limit this will be added in a future release of PinvoiceR.

← Older revision		Revision as of 03:18, 10 September 2020
Line 36:		Line 36:
	====Salary Sacrifice - AU====		====Salary Sacrifice - AU====

−	For Australian PinvoiceR users, if your employee wishes to have a Salary Sacrifice for Superannuation, use the specific <kbd>Salary Sacrifice</kbd> tab on their employee record.	+	For Australian PinvoiceR users, if your employee wishes to have a Salary Sacrifice for Superannuation, use the specific <kbd>Salary Sacrifice</kbd> tab on their employee record. NOTE: this specific type of Deduction can not be restricted to "once per pay", i.e. if the employee is paid twice in a period then this deduction will come off their pay twice. The ability to limit this will be added in a future release of PinvoiceR.

@@ Line 7: / Line 7: @@
 * Court Fines
 * Kiwisaver Employee Contributions (NZ)
 =Use=
@@ Line 39: / Line 40: @@
 [[File:PinvoiceR_Salary_Sacrifice.png|800px]]
 =Related Pages=

← Older revision		Revision as of 03:27, 12 December 2019
Line 21:		Line 21:
	Enter the required information for the deduction;		Enter the required information for the deduction;

−	<table style="border-collapse:collapse;border-spacing:0"><tr><th style="font-family:Arial, sans-serif;font-size:14px;font-weight:bold;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;background-color:#ffb737;text-align:center" colspan="2">Explanation of Deduction Fields</th></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Name</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Internal Name for the deduction</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">GL Account Code</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The General Ledger account code that you want to link the deduction to</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Deduction Bank</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">[[Manage Deduction Banks]] - The banking details that you want to link the deduction to - ie when set, this field will create the payment batch in your bank pay file to directly process the payment of the deduction as you pay the person - eg pay directly to Court for Court Fine Deductions</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Deduction Reference</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is the reference text that you want on a person's payslip explaining the deduction</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">$/Pay</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The fixed dollar amount per pay to deduct (ie use this or Rate/Pay for percentage - not both)</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Rate/Pay</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The percentage ~~per~~ pay that you want to deduct each pay - eg if ~~gross~~ wages were $1,000 and you set it a rate of 5% then $50 would be deducted ~~for~~ that pay</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Balance</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Where there is a finite amount that is being deducted - eg in the instance that they have been loaned money for $1,000 of Tools and once they have paid it all back there are no further deductions needed - note for this to function you need to set Recalc to Yes</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Recalc</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is used to adjust the outstanding balance of an owed deduction. Set it to yes and each time that a deduction is made it will adjust the balance owing to reflect the amount paid back and automatically cease deductions when the full total has been repaid. This process will also adjust the final payment amount - eg in the instance that the $/Pay is $100 and they only owe $10 then the deduction for the pay will be $10.</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Threshold</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Use this to set a threshold for gross wages so that deductions will only occur above that threshold</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Order</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is used to order the added deduction tabs - set to 1 for first tab, 2 to second tab, etc</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Delete</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">To remove the deduction - ie select the delete option and click the <kbd>Update Deductions</kbd> button</td></tr></table>	+	<table style="border-collapse:collapse;border-spacing:0"><tr><th style="font-family:Arial, sans-serif;font-size:14px;font-weight:bold;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;background-color:#ffb737;text-align:center" colspan="2">Explanation of Deduction Fields</th></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Name</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Internal Name for the deduction</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">GL Account Code</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The General Ledger account code that you want to link the deduction to</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Deduction Bank</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">[[Manage Deduction Banks]] - The banking details that you want to link the deduction to - ie when set, this field will create the payment batch in your bank pay file to directly process the payment of the deduction as you pay the person - eg pay directly to Court for Court Fine Deductions</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Deduction Reference</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is the reference text that you want on a person's payslip explaining the deduction</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">$/Pay</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The fixed dollar amount per pay to deduct (ie use this or Rate/Pay for percentage - not both)</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Rate/Pay</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The percentage of Net pay that you want to deduct each pay - e.g. if Net wages were $1,000 and you set it a rate of 5% then $50 would be deducted from that pay, leaving the employee with a real Net of $950.</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Balance</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Where there is a finite amount that is being deducted - eg in the instance that they have been loaned money for $1,000 of Tools and once they have paid it all back there are no further deductions needed - note for this to function you need to set Recalc to Yes</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Recalc</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is used to adjust the outstanding balance of an owed deduction. Set it to yes and each time that a deduction is made it will adjust the balance owing to reflect the amount paid back and automatically cease deductions when the full total has been repaid. This process will also adjust the final payment amount - eg in the instance that the $/Pay is $100 and they only owe $10 then the deduction for the pay will be $10.</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Threshold</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Use this to set a threshold for gross wages so that deductions will only occur above that threshold</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Order</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is used to order the added deduction tabs - set to 1 for first tab, 2 to second tab, etc</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Delete</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">To remove the deduction - ie select the delete option and click the <kbd>Update Deductions</kbd> button</td></tr></table>

@@ Line 24: / Line 24: @@
-===After Tax Addition - New Zealand===
+====After Tax Addition - New Zealand====
 For PinvoiceR New Zealand customers you are able to create an Addition instead of a Deduction.
@@ Line 31: / Line 31: @@
 This will add an After Tax addition - eg you want to add in a weekly after tax allowance.
 =Related Pages=

← Older revision		Revision as of 01:51, 30 July 2018
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	*[[Employee Deduction Report]]		*[[Employee Deduction Report]]
	*[[Manage Deduction Banks]]		*[[Manage Deduction Banks]]
		+	*[https://www.employment.govt.nz/hours-and-wages/pay/deductions/ NZ - Making Deductions from an employee]

@@ Line 22: / Line 22: @@
 <table style="border-collapse:collapse;border-spacing:0"><tr><th style="font-family:Arial, sans-serif;font-size:14px;font-weight:bold;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;background-color:#ffb737;text-align:center" colspan="2">Explanation of Deduction Fields</th></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Name</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Internal Name for the deduction</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">GL Account Code</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The General Ledger account code that you want to link the deduction to</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Deduction Bank</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">[[Manage Deduction Banks]] - The banking details that you want to link the deduction to - ie when set, this field will create the payment batch in your bank pay file to directly process the payment of the deduction as you pay the person - eg pay directly to Court for Court Fine Deductions</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Deduction Reference</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is the reference text that you want on a person's payslip explaining the deduction</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">$/Pay</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The fixed dollar amount per pay to deduct (ie use this or Rate/Pay for percentage - not both)</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Rate/Pay</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The percentage per pay that you want to deduct each pay - eg if gross wages were $1,000 and you set it a rate of 5% then $50 would be deducted for that pay</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Balance</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Where there is a finite amount that is being deducted - eg in the instance that they have been loaned money for $1,000 of Tools and once they have paid it all back there are no further deductions needed - note for this to function you need to set Recalc to Yes</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Recalc</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is used to adjust the outstanding balance of an owed deduction. Set it to yes and each time that a deduction is made it will adjust the balance owing to reflect the amount paid back and automatically cease deductions when the full total has been repaid. This process will also adjust the final payment amount - eg in the instance that the $/Pay is $100 and they only owe $10 then the deduction for the pay will be $10.</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Threshold</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Use this to set a threshold for gross wages so that deductions will only occur above that threshold</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Order</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is used to order the added deduction tabs - set to 1 for first tab, 2 to second tab, etc</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Delete</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">To remove the deduction - ie select the delete option and click the <kbd>Update Deductions</kbd> button</td></tr></table>
 =Related Pages=
 *[[Employee Deduction Report]]
 *[[Manage Deduction Banks]]

← Older revision		Revision as of 23:27, 19 February 2018
Line 21:		Line 21:
	Enter the required information for the deduction;		Enter the required information for the deduction;

−	<table style="border-collapse:collapse;border-spacing:0"><tr><th style="font-family:Arial, sans-serif;font-size:14px;font-weight:bold;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;background-color:#ffb737;text-align:center" colspan="2">Explanation of Deduction Fields</th></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Name</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Internal Name for the deduction</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">GL Account Code</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The General Ledger account code that you want to link the deduction to</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Deduction Bank</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The banking details that you want to link the deduction to - ie when set, this field will create the payment batch in your bank pay file to directly process the payment of the deduction as you pay the person - eg pay directly to Court for Court Fine Deductions</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Deduction Reference</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is the reference text that you want on a person's payslip explaining the deduction</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Employment Contracts</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The fixed dollar amount per pay to deduct (ie use this or Rate/Pay for percentage - not both)</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Rate/Pay</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The percentage per pay that you want to deduct each pay - eg if gross wages were $1,000 and you set it a rate of 5% then $50 would be deducted for that pay</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Balance</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Where there is a finite amount that is being deducted - eg in the instance that they have been loaned money for $1,000 of Tools and once they have paid it all back there are no further deductions needed - note for this to function you need to set Recalc to Yes</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Recalc</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is used to adjust the outstanding balance of an owed deduction. Set it to yes and each time that a deduction is made it will adjust the balance owing to reflect the amount paid back and automatically cease deductions when the full total has been repaid. This process will also adjust the final payment amount - eg in the instance that the $/Pay is $100 and they only owe $10 then the deduction for the pay will be $10.</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Threshold</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Use this to set a threshold for gross wages so that deductions will only occur above that threshold</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Order</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is used to order the added deduction tabs - set to 1 for first tab, 2 to second tab, etc</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Delete</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">To remove the deduction - ie select the delete option and click the <kbd>Update Deductions</kbd> button</td></tr></table>	+	<table style="border-collapse:collapse;border-spacing:0"><tr><th style="font-family:Arial, sans-serif;font-size:14px;font-weight:bold;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;background-color:#ffb737;text-align:center" colspan="2">Explanation of Deduction Fields</th></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Name</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Internal Name for the deduction</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">GL Account Code</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The General Ledger account code that you want to link the deduction to</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Deduction Bank</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">[[Manage Deduction Banks]] - The banking details that you want to link the deduction to - ie when set, this field will create the payment batch in your bank pay file to directly process the payment of the deduction as you pay the person - eg pay directly to Court for Court Fine Deductions</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Deduction Reference</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is the reference text that you want on a person's payslip explaining the deduction</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Employment Contracts</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The fixed dollar amount per pay to deduct (ie use this or Rate/Pay for percentage - not both)</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Rate/Pay</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">The percentage per pay that you want to deduct each pay - eg if gross wages were $1,000 and you set it a rate of 5% then $50 would be deducted for that pay</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Balance</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Where there is a finite amount that is being deducted - eg in the instance that they have been loaned money for $1,000 of Tools and once they have paid it all back there are no further deductions needed - note for this to function you need to set Recalc to Yes</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Recalc</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is used to adjust the outstanding balance of an owed deduction. Set it to yes and each time that a deduction is made it will adjust the balance owing to reflect the amount paid back and automatically cease deductions when the full total has been repaid. This process will also adjust the final payment amount - eg in the instance that the $/Pay is $100 and they only owe $10 then the deduction for the pay will be $10.</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Threshold</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">Use this to set a threshold for gross wages so that deductions will only occur above that threshold</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Order</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">This is used to order the added deduction tabs - set to 1 for first tab, 2 to second tab, etc</td></tr><tr><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;font-weight:bold;vertical-align:top">Delete</td><td style="font-family:Arial, sans-serif;font-size:14px;padding:10px 5px;border-style:solid;border-width:1px;overflow:hidden;word-break:normal;vertical-align:top">To remove the deduction - ie select the delete option and click the <kbd>Update Deductions</kbd> button</td></tr></table>

@@ Line 1: / Line 1: @@
-==About==
+=About=
 Employee Deductions are used to manage a range of payroll deductions & additions and examples include;
@@ Line 8: / Line 8: @@
 * Kiwisaver Employee Contributions (NZ)
-==Use==
+=Use=
 It is easy to set up and manage employee pay deductions in PinvoiceR and this is done from an employee's record in the system.
@@ Line 26: / Line 26: @@
 =Related Pages=
 *[[Employee Deduction Report]]