Add a deduction or benefit — Primary Deduction Information fields

Complete the Primary Deduction Information fields as described below. Required fields are marked with a red asterisk (*).

1. • Name: Enter a unique name for the deduction. If there are several deductions of the same kind, consider appending the name with a meaningful identifier — for example, Dental Emp and Dental Emp Dist Pd.

   • Type: Select from Deduction, Benefit, Taxable Benefit, and FTE Benefit. See Deduction Types for more information.

   • Calculation: Select the method by which the deduction/benefit is to be calculated — either Fixed Amount or Percentage. See Deduction Calculation Methods for more information.

   • Deduct Order: Select the order relative to the withholding of taxes in which this deduction or benefit will be applied against the employee's wages: Pre-Social Security, Pre Tax, or Post Tax. See Deduct Order.

   • Default:
     Check the box to include this deduction/benefit in the deduction set for all employees. It will then be included in the Deduction Assignment window for each employee, where it can be deleted for individual employees as long as the Variable box is also checked.
     Leave the box unchecked if you only want to add this deduction/benefit to selected employees.

   • Variable:
     Check the box to allow the deduction to be modified for each employee.
     Leave the box unchecked to indicate that the amount or percentage set here will be the same for all employees.

   • Priority: Enter a single digit from 0 - 9, with 0 being the highest priority. The default is 1. See Deduction Priority for more information.

   • Is 125 Deduction: Checking this box causes the deduction to be included when you generate the Section 125 Deduction Totals by Month Report.

   • HSA Support: Select from HSA Deduction, State Disability Deduction, State Unemployment Deduction, and None. The default is None. See HSA Deductions and Withholding for more information.

   • Vendor: Select the vendor to which any payroll liabilities associated with this deduction will be paid. Vendors in the list are set up in Vendor Management. See Add a Vendor for information on entering vendor information including EFT setup.

   • Deduction Group: Select one or more from the pull-down list if applicable. Click here for more information on deduction groups.

   • Comment: Enter text if desired. This comment is available only to the AptaFund operator, not to the employees.

Continue with the Optional Deduction Information fields.

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Return to Manage Deductions Overview