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Level 3

I need to set up an indefinite deduction, is there an easy way to do this for one of my employee?

I need to set up an indefinite deduction, is there an easy way to do this for one of my employee?

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Best answer May 29, 2020

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Highlighted
Level 3

I need to set up an indefinite deduction, is there an easy way to do this for one of my employee?

1 Click on the Employees tab
2  Click on the Employees name
3  Under payrun settings, click on Pay Run Inclusions
4  Click on the desired deduction type (super, tax, deduction, expense or employer liability), then click on Add
5  Select a deduction category of what you want (You may wish to create one in payroll settings > Deduction categories if there is not one that suits)
6  Enter the deduction amount to be applied per pay run. It can be a Fixed amount, a Percentage of Gross earnings or Percentage of OTE (Selected from the drop down).
7  Select whether the deduction should be paid manually, to a super fund, a bank account or BPAY account. (If you are setting up salary sacrifice super or member voluntary, It's important to select the super fund option and the correct super 8. fund as without it the system will assume this is just a normal deduction not a salary sacrifice).
8  If in Step 7, you have chosen either a super fund, bank account or BPAY account, ensure you then select the relevant fund/bank/BPAY account.
9  Select whether you want to apply preserved earnings to this deduction. Refer below on detailed information relating to preserved earnings.
10  Enter Payment Reference. This reference will appear on the employee's pay slip but also the recipient's bank statement. (Handy for deductions such as child support, etc where reference numbers must be quoted).
11  Enter any notes if you want the employee to see them on their pay slip.
12  Enter the date this inclusion is to commence (Normally today will be sufficient however you may need to back date it a little (this will not affect previous payruns that have been finalised).
13  Choose Never if you should wish this payrun inlcusion to expire, you also have options to set a time or amount limit from the drop down.
14  Click on Save.

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Highlighted
Level 3

I need to set up an indefinite deduction, is there an easy way to do this for one of my employee?

1 Click on the Employees tab
2  Click on the Employees name
3  Under payrun settings, click on Pay Run Inclusions
4  Click on the desired deduction type (super, tax, deduction, expense or employer liability), then click on Add
5  Select a deduction category of what you want (You may wish to create one in payroll settings > Deduction categories if there is not one that suits)
6  Enter the deduction amount to be applied per pay run. It can be a Fixed amount, a Percentage of Gross earnings or Percentage of OTE (Selected from the drop down).
7  Select whether the deduction should be paid manually, to a super fund, a bank account or BPAY account. (If you are setting up salary sacrifice super or member voluntary, It's important to select the super fund option and the correct super 8. fund as without it the system will assume this is just a normal deduction not a salary sacrifice).
8  If in Step 7, you have chosen either a super fund, bank account or BPAY account, ensure you then select the relevant fund/bank/BPAY account.
9  Select whether you want to apply preserved earnings to this deduction. Refer below on detailed information relating to preserved earnings.
10  Enter Payment Reference. This reference will appear on the employee's pay slip but also the recipient's bank statement. (Handy for deductions such as child support, etc where reference numbers must be quoted).
11  Enter any notes if you want the employee to see them on their pay slip.
12  Enter the date this inclusion is to commence (Normally today will be sufficient however you may need to back date it a little (this will not affect previous payruns that have been finalised).
13  Choose Never if you should wish this payrun inlcusion to expire, you also have options to set a time or amount limit from the drop down.
14  Click on Save.

View solution in original post