Global Deduction Changes

The Global Deduction Changes module is used to transfer new information from the deduction code database onto the individual employee's master deduction records. When either the factor, limit, share% or frequency field is accessed in the deduction code database a question is asked: Do you want to do Global Change? If this is answered yes then this module must be run to transfer the change on to the employee's deduction record, since this information is kept on each individual employee's deduction record. This module is also used to add deductions globally when the Global Add is selected in Deduction Code Changes.

When the Human Resources Benefits Management system is active and the deduction to be updated 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. You can delete prompt sets or change the description from the Report Default icon.

Enter Deduction Code

• Enter a valid deduction code for which global changes are still pending. A list of deduction codes may be entered one at a time.
• Enter ALL to process all global deduction additions and any pending changes. All deductions with global changes pending will display (up to a maximum 30 deduction codes).

Include / Exclude Suspended Deductions

• Enter 'I' to include suspended deductions (frequency set to *) for global deduction changes and additions.
• Enter 'E' to excluded suspended deductions from global deduction changes and additions.

Select Employees by Code

When employee selection is based on any field other than employee number, you are prompted to enter one or more of that code or value. You may enter valid codes or any combination using the wild card '?'. 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 Deduction Codes For Employee Selection

• Enter one or more deduction codes.  Only employees that currently have one of the selection criteria deduction codes will be selected to receive the deduction addition or changes update.

Include / Exclude Suspended Deductions on Selection

• Enter 'E' to excluded suspended deductions from the selection determination.
• Enter 'I' to include suspended deductions when making the selection by deduction.

Omit Terminated/On-Leave/On-Leave with Benefits

Produce Report Only or Process

• Enter 'R' to generate a report only of the deductions to be changed.
• Enter 'P' to update the selected employees.

Sort Report by Employee Number or Name

• Enter 'N' or to report the employees in employee name sequence.
• Enter 'E' to report the employees in employee number sequence.

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.

The following is printed on the report for each employee in file:

• Employee number, name and status
• Deduction code and description
• New amount, limit, frequency, or share %
• Table (set or unset)

The original values of any changes or a deduction are listed directly below the new value.