Group 2 Type 0
This is a union dues deduction based on a fixed dollar amount per pay period. A yearly limit may be entered if necessary. This deduction will reduce the employee's taxable earnings. This deduction allows both a flat amount prorated by the employee's Percent Employed as well as a flat amount not prorated.
Group
-
Enter '2'
Type
-
Enter '0'
Factor
The dollar amount to be taken for this deduction.
Limit
The yearly limit for this deduction. Enter if there is no limit.
or
The additional flat amount to be taken, see Extras.
Share %
Employer's percentage of deduction divided by the employee's percentage of deduction.
-
Enter 'Benefit' if employer pays 100%
Step
Extras
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Enter 'per/' when the flat amount Union Dues should be reduced based on the employee's Percent Employed. Percent Employed must be active and the master function line only will be used. Enter per/PLUS/ when the value in the limit field is an additional flat dues to be taken, this flat amount is not prorated by the employee Percent Employed.
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Enter 'perS/' when the flat amount Union Dues should be reduced based on the employee's combined Percent Employed. The Percent Employed will be accumulated from all active function lines where applicable. Enter perS/PLUS/ when the value in the limit field is an additional flat dues to be taken, this flat amount is not prorated by the employee Percent Employed.
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Enter 'ATA/' to have this deduction calculated based on PSP eligible divided by the MRS eligible times the FULL ATA FEE. This option only applies to Alberta payrolls and will only be applied when this ATA deduction code is listed as an ATA deduction in the Alberta Pension Profile. This ‘ATA/’ feature requires the uses of the eligible earnings from this union deduction, so it is necessary to ensure the Earn [I/EE,EE,] list is setup to correctly accumulate the ATA eligible earnings.
Group 2 Type 1
This is a union dues deduction based on a percentage of eligible earnings per pay period. A yearly limit may be entered if necessary. This deduction will reduce the employee's taxable earnings.
Group
-
Enter '2'
Type
-
Enter '1'
Factor
The percentage of earnings to be taken for this deduction.
Limit
The yearly limit for this deduction.
Share %
Employer's percentage of deduction divided by the employee's percentage of deduction.
-
Enter 'Benefit' if employer pays 100%.
Step
Extras
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Enter 'A/' if the eligible earnings are to be annualized before calculating the deduction amount.
Group 2 Type 2
This is a union dues deduction based on a percentage of eligible earnings per pay period. A minimum deduction amount applies. This deduction will reduce the employee's taxable earnings. A flat amount in addition to the calculated dues may be taken.
Group
-
Enter '2'
Type
-
Enter '2'
Factor
The percentage of earnings to be taken for this deduction.
Limit
The minimum amount for this deduction. (Required for this type of deduction.)
or
The additional flat amount to be taken.
Share %
Employer's percentage of deduction divided by the employee's percentage of deduction.
-
Enter 'Benefit' if employer pays 100%.
Step
Extras
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Enter MIN/
or
-
MIN/PLUS/
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Enter MIN/ when the minimum amount defined in the limit is only to be enforced when the employee has a current eligible earnings balance.
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Enter MIN/PLUS/ when the value in the limit field is an additional flat dues to be taken. The flat amount is not taken when the employee has no current eligible earnings.
Group 2 Type 4
This is a union dues deduction based on a percentage of eligible earnings per pay period. A deduction limit applies. This deduction will reduce the employee's taxable earnings.
Group
-
Enter '2'
Type
-
Enter '4'
Factor
The percentage of earnings to be taken for this deduction.
Limit
The amount of the deduction limit for this pay period.
Share %
Employer's percentage of deduction divided by the employee's percentage of deduction.
-
Enter 'Benefit' if employer pays 100%.
Step
Extras
Group 2 Type 5
This is a union dues deduction based on a percentage of eligible earnings per pay period. A minimum and a maximum amount of deduction applies. This deduction will reduce the employee's taxable earnings.
Group
-
Enter '2'
Type
-
Enter '5'
Factor
The percentage of earnings to be taken for this deduction.
Limit
Share %
Employer's percentage of deduction divided by the employee's percentage of deduction.
-
Enter 'Benefit' if employer pays 100%.
Step
Extras
-
Enter $$$$$/$$$$$/ - where the first dollar figure is the minimum amount of the deduction and the second dollar figure is the maximum amount of the deduction.
Group 2 Type 6
This is a union dues deduction that calculates a rate per hour/day or takes a flat amount per period. This deduction allows an annual recalculation based on accumulated hours/days worked to date. This deduction will reduce the employee's taxable earnings.
Group
-
Enter '2'.
Type
-
Enter '6'.
Factor
-
Enter a dollar amount to be taken per hour/day or a flat dollar amount per pay period.
Limit
The yearly limit for this deduction.
Share %
Employer's percentage of deduction divided by the employee's percentage of deduction.
-
Enter 'Benefit' if employer pays 100%.
Step
-
Enter AMT1/Unit1, AMT2/Unit2, AMT3/Unit3,
e.g. 2.,16/20, 216.00/90, 432.00/999,
The AMT and Unit values may be repeated five times. These values define the minimum or maximum amount of union dues to be paid based on the hours/days worked to date (including the current period).
The AMT1 value represents a rate per hour/day. AMT2 through AMT5 represent the total amount of dues to be paid when the hours/days to date are less than the Unit value. For example, an employee who has worked a total of 89 days would be required to pay 216.00 in total union dues. A refund will also be generated if an employee has overpaid.
Extras yyyypp/per/fiscalyyyypp/
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YYYYPP |
Represents the recalculation period. Wild cards '?' may be included in any position of the recalculation period. |
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per |
Indicates this deduction uses a factor value that represents a rate per hour/day. |
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FISCALYYYYPP |
Enter a pay period that represents the beginning of the period range for the total deduction to be used by the recalculation. This pay period is only required when the deduction is maintained on a calendar year basis, but the recalculation is based on a different pay period range. Union deduction should be maintained on a calendar year basis as these deductions effect the income tax calculation. |
e.g.
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199999/per/ |
a rate per hour/day with no recalculation.
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????Ø8/Flat/ |
a flat amount per period with recalculation every year in pay period 08, based on YTD deduction values.
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199208/Flat/199109/ |
a flat deduction amount with a recalculation in pay period 199208. Recalculation is based on deductions values from period 199109 to 199208. |
Group 2 Type 7
This is a union deduction based on the annual earnings as calculated during pay processing. The amount paid is determined from a table containing salary ranges and amounts.
Group
-
Enter '2'.
Type
-
Enter '7'.
Table
-
Enter 'N'. This deduction uses a special table which is not identified by this field.
NOTE: The table for this deduction is accessed through the Payroll Profile Maintenance Menu, User Specific Parameters.
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Enter 'Y' to Option #35, Table Union Deductions found in the User's Specific Parameters Profile.
Factor
Limit
The yearly limit for this deduction.
Share %
Employer's share percentage of the deduction divided by the employee's share percentage of the deduction.
-
Enter 'Benefit' if employer pays 100%.
Step
Extras
Group 2 Type 9
This is a union dues deduction. It is calculated by finding the average hourly wage for the current period and multiplying it by a factor. Minimum hours apply to this deduction. This deduction will reduce the employee's taxable earnings.
Group
-
Enter '2'
Type
-
Enter '9'
Factor
-
Enter a flat amount to be taken in addition to the calculated amount.
Limit
Share %
Employer's percentage of deduction divided by the employee's percentage of deduction.
-
Enter 'Benefit' if employer pays 100%.
Step
-
Enter MMMMM/Min, - where MMMMM is the multiplier to use against the average hourly rate, and Min is the minimum hours to qualify for the deduction. Enter 0/##, when only the minimum hours are required to take the full dues amount.
.07/5, = .07 times average hourly rate when 5 or more hours are worked
0/5, = Factor amount will be taken when 5 or more hours are worked, zero if less than 5 hours
1.5/0, for ACT = 1.5 times master function line rate + any value on Factor
Extras
ACT/R/ or
MIN/ or MIN/R/
Where ACT indicates this calculation is to use the Master (first) function line pay rate instead of the average hours. Min on the Step (15) does not apply when the ACT option is used.
Where MIN indicates the employee must work greater than or equal to the number of hours defined on the step line for the full union deduction amount from Factor is to be taken. When the employee works less than the minimum hours defined the union dues will be zero and not taken.
R indicates the calculated dues should be rounded to the nearest dollar.