Deduction Table Update

The DEDUCTION TABLE UPDATE module provides the facility to either update employee's table deductions values from the table deduction database or to change an employee's table deduction level and then update the table deduction values.  The deduction table changes phase can also be used to assign an initial table entry (change from table 'NONE') for new table deductions.  The table update phase will bypass employee's deduction without a valid table entry.

The update of the employee's table deduction will refresh the employee's deduction amount/rate and share % for all selected table deductions.

The Table Update includes an option to omit updating the employee's deduction when the Amount field on the Deduction Table is zero or blank. This option allows you to define one deduction tables where the amount may vary per employee and you do not want the Table Update to change the employee's master deduction amounts. Omitted deduction updates will be noted on the report.

When the Human Resources Benefits Management system is active and the deduction to be updated or changed is defined as a benefit, the Human Resources benefit system will be updated with these changes.  The Payroll To Human Resources Benefits Reconciliation process report will also be generated.

This process includes the option to maintain multiple sets of stored prompts.

Name the prompt sets by defining a title up to 10 characters, with a 30-character description.

On the first prompt click the Report Defaults icon to select an existing set of prompt values.

• process table update or employee table changes
• Enter 'U' to process a table deduction update.
• Enter 'C' to process a table deduction change

When a table deduction update is selected, the next two prompts will appear:

Enter Deduction Codes

• Enter one or up to 25 table deduction codes to be updated

Omit Tables With NO Amounts

• Enter 'Y' to omit updating the employee's deduction when the Amount field on the Deduction Table is zero or blank. This option allows you to define one deduction table where the amount may vary per employee and you do not want the Table Update to change the employee's master deduction amounts.  Omitted deduction updates will be noted on the report.
• Enter 'N' to update all employees. When a Deduction Table Amount is zero, the employee's master will be updated with the zero-amount value.

When a table deduction change is selected, the next five prompts will appear:

Enter Deduction Code

• Enter the table deduction code to be processed.  The deduction entered must be defined as a table deduction.

Enter Deduction Table Code To Be Changed

• Enter the deduction table code to be changed.  Leaving this prompt empty will indicate that you are selecting unassigned table entries or 'None'.  Use the look-up for a list of valid table codes.

Enter New Deduction Table Code Value

• Enter the deduction table code value to be used to update the employee's deduction. Use look-up for a list of valid table codes.
  Enter a 2-character code to define the field to use for employee selection:

  EMPLOYEE NUMBER	EM		Pay Code	PC
  LOCATION CODE	LC		COST CENTER	CS
  SALARY GRID	GR		OCCUPATION CODE	OC
  PAY CYCLE CODE	CY		EMPLOYEE TYPE	ER
  PAY TYPE	PT		SHIFT CODE	SC
  DEDUCTION CODE	DC

• Enter 'EM' to select employees based on employee number. When employee selection is by Employee Number:

Report All or Selected Employees

When employee selection is based on any field other than employee number, a prompt to enter one or more of that code or value will be displayed. Valid codes or any combination using the wild card '?' may be used. The list of values entered will determine if an employee's master function line will be matched.

When Employee Selection is By Deduction Code

• Enter one or up to 25 deduction codes.  The employee will only be selected to receive the table deduction change when the employee currently has at least one of the selective deductions on the deduction master. Valid deduction code or any combination using the wild card '?' may be used.

When the atrieveHR benefits management system is active:

atrieveHR Benefits Effective Date of Change

• Enter the date to be used for recording the benefit history changes.  The HR department could be consulted to ensure accuracy.

atrieveHR benefits reason for change

• Enter a reason for the changes to be recorded on the benefit history

Report Only or Process

• Enter 'R' to only produce a report
• Enter 'P' to produce a report and update the employee's deductions

The report lists the following:

• Employee number and name
• Deduction code and description or original table value on changes.
• Deduction code table and description
• Original amount and original share %
• New amount and new share %
• Total number of employees processed.