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9 TRAINING GUIDE
GENERAL DEDUCTION OVERRIDE
Payroll General Deduction Override General Deduction Override 8.9 Training Guide
TABLE OF CONTENTS
1. 1.1. 1.2. 1.3. 2. 2.1. 2.2. 3. 3.1. 3.2. INTRODUCTION...............................................................................................................................1 GENERAL DEDUCTION OVERRIDE:................................................................................................. 1 FUNCTION: PAYROLL .................................................................................................................... 1 OBJECTIVE(S)...............................................................................................................................1 ENTRANCE CRITERIA .................................................................................................................... 1 PREREQUISITE(S)/PRECEDING PROCESS(ES) ................................................................................ 1 INPUT DATA.................................................................................................................................. 1 PROCEDURAL STEPS .................................................................................................................... 2 ACCESSING GENERAL DEDUCTION OVERRIDE PAGE ...................................................................... 2 CLOSING/COMMENTS ................................................................................................................... 5
Payroll General Deduction Override General Deduction Override 8.9 Training Guide
1. INTRODUCTION
<Training Content is created by the functional teams as they develop the process and the system. Insert any overall introduction here although for training content the brief statement of Process, Application and Objective that follow are usually sufficient unless this document is to serve as the final training material.>
1.1.
The General Deduction Override page provides the capability to take deductions out of different pay periods than those specified on the Deduction Table (if company policy permits). Additionally, this page can be used to override benefit deductions if they were defined on the General Deduction Table.
1.2. 1.3.
2. ENTRANCE CRITERIA
2.1. Prerequisite(s)/Preceding Process(es)
<The training team should identify prerequisites to training (e.g. Basic Navigation of Peoplesoft, Security access to systems, etc.) >
2.2.
Input Data
< The Training team should document the input form or source (e.g., sample documents, Client data, Training team data) prior to conducting the training exercises. > No.
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Payroll General Deduction Override General Deduction Override 8.9 Training Guide
3. PROCEDURAL STEPS
3.1.
Navigation
> Payroll for North America >Employee Pay Data USA > Deductions > Override General Deductions
3.1.1. Access the General Deduction Override page by following the navigation path
3.1.2. Enter as many indicative search fields as needed to select the appropriate employee or narrow the search to a manageable list of employees matching the search criteria entered. Entry into at least one field is required. Field /Button Name
Employee ID Company
R/O/C
Description
Values
Comments
O O
Enter an Employee ID Enter name of the company that issued the contract, if available. Enter Pay Group if available. And/or enter a portion of the employees Name, (last,first) And/or enter a portion of the employees Last Name only,
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O O
Last Name
Payroll General Deduction Override General Deduction Override 8.9 Training Guide
R/O/C
Description
Values
Comments
O O O
Enter Second Name if available. Enter Second Last Name if available And/or enter Alternative Character Name, if applicable (Global feature), Select this checkbox if you want your search to be case sensitive
Table Legend explanation of R/O/C abbreviations: Table Legend R (Required) The field listed is a required field. Data must be entered for the transaction to be completed. Required fields are designated by an asterisk preceding the field name. The field listed is an optional field. Data may be entered but it is not required to complete a transaction. When a business variation warrants data in this field, it should be entered.
O (Optional)
C (Combined) The field listed is required only if other related fields have not been populated. The requirement is combined across two or more fields; it is required that one of the fields listed be populated. D (Display) E (Empty) The field listed is a display only field. Data cannot be entered into this field. The field listed should be left blank in most cases.
Payroll General Deduction Override General Deduction Override 8.9 Training Guide
3.1.3. Press ENTER or click the SEARCH button. If the search criteria entered matches only one employe then the following page will render. Otherwise, a list of employees matching the search criteria will be returned. Select the appropriate employee from the list by double-clicking the entry.
R/O/C
D
Description
Employee Name: Defaults from the selection criteria entered on the search page. ID EmplID & Empl Rcd # - that defaults from the selection criteria entered on the search page. Company - Defaults from the selection criteria entered on the search page. Pay Group Defaults from the selected employees current Job Data row. Defaults from the employees available General Deduction
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Values
EX George Garfield
Comments
ID
EX KUZ106
Company
EX - GBI
Pay Group
EX KU1
Payroll General Deduction Override General Deduction Override 8.9 Training Guide
R/O/C
Description
Codes.
Values
Comments
L Maximum
Arrears Payback
The system will always try to take any outstanding arrears on the employee's next checkeven if the next check is a separate check or a final check.
Select all of the appropriate check boxes for the pay periods in which this deduction should be taken. To use the default pay periods in the Deduction Table, do not select any of these check boxes. Select this check box to specify a limit on how much the system deducts from the employee's pay each pay period to reduce an existing arrears balance.L Specify the Maximum Payback Amount that can be deducted from the employee's pay each pay period to reduce an arrears balance.
See Table Legend in section 3.1.2 above for an explanation of R/O/C abbreviations.
3.2.
Closing/Comments
Defining Deductions Processing One-Time Deduction Overrides
Access Payroll for North America PeopleBooks for more information on the following: