Additions and Deductions

This feature is only available to groups licensed for Payroll. If you wish to add this feature, please view our Update License article or contact our Renewals Team at 801-702-8028.

Sections:
Creating Additions and Deductions
Viewing Additions and Deductions
Editing an Addition or Deduction
Deleting Additions and Deductions



Creating Additions and Deductions

1. Click on the Payroll tab.
2. Click Add/Deducts under the Officials section.

 

3. Select the officials name on the left. You can click Select All or hold the CTRL key on your keyboard and select more than one if needed.
4. Enter the date you would like associated with the Addition or Deduction.
   • Note: When you create a paysheet, be sure that its date range includes the date of your Addition or Deduction. Otherwise, it will not apply to your paysheet.
5. Select from the Account Drop-down.
   • Note: This is the type of add/deduct you are creating. Some example of add/deducts you may make are assigning fees, advances, payroll adjustment, food, travel, etc.
6. Enter the Amount to add or remove from the paysheet.
7. Select Add or Deduct.
   • This will determine if the amount is added to the paysheet or deducted from the paysheet.
8. Add any notes about the add/deduct.
9. Click Create.
10. A message will pop up, "Are you sure you want to add deductions or additions to all selected officials?" Click OK to confirm.
11. To view the adds/deducts you just created, follow the steps in the section below for Viewing Additions/Deductions.

 



Viewing Additions and Deductions

If you would like to see existing Additions or Deductions that have been created, you can do the following:

1. Click on the Payroll tab.
2. Click Add/Deducts under the Officials section.
3. Select the Officials you would like to view from the box on the left.
4. Click View.

Editing an Addition or Deduction

If you would like to edit any existing Additions or Deductions, first follow the steps above for Viewing Additions and Deductions and then follow the steps below.
Note: If the Add/Deduct is already on a paysheet, it will not allow you to edit the Add/Deduct information.

1. Find the Add/Deduct you wish to edit.
2. Click the Edit Pencil next to the Add/Deduct.

3. Edit the fields you want to change.
4. Click Save.

 

Deleting an Add or Deduct

If you would like to delete all adds/deducts that you are viewing, click Delete All at the top. Otherwise, follow the steps below to individually delete adds/deducts.

1. Find the Add/Deduct you wish to delete.
2. Click the Red X Next to name.

3. Select OK.