Embedded Files
Use this Create a One-Time Deduction (OTDED) job aid to create a one-time deduction. This could apply to scenarios when a non-recurring event or payment adjustment related to deductions is necessary.
In order to ensure deductions for employees are processed correctly, Human Resources and Payroll professionals need to ensure they are utilizing the correct codes when processing transactions.
Prerequisites:
Before you begin, make sure:
The employee(s) you are adjusting already exists in the system.
You have the employee ID for the individual(s) you intend to adjust.
You have all the necessary information and authorization to make the adjustment.
Steps to Create a One-Time Deduction:
Access the DEDM Activity Folder & Search for the Employee
On the Home Page, click the Deduction Management (DEDM) QuickLink.
—OR—
Use Global Search to navigate to the DEDM page: Click the expand/collapse (🞂) icon in the search bar, select Page Code, enter DEDM, and select DEDM from the list.
The Deduction Management query page opens.
2. Use the filter fields to search for the employee, then click Apply.
—OR—
Click a card in the Recent Searches section to re-run a search you ran previously. The matching results populate in the grid.
3. Locate the correct record and click the View button next to the record to open it. The record opens in the Deduction Management activity folder on the Employee tab.
Create a One-Time Deduction
4. Navigate to the Pending Deduction tab.
Note: If the tab isn’t visible, click the 3-dot menu or right arrow to view all tabs.
5. Click the tab-level 3-dot menu and select Create One-Time Deduction. The One Time Deduction (OTDED) transaction page opens to the One Time Deduction tab.
6. Click the Add/Replace dropdown and select Add Deduction.
7. Click on the One Time Deduction Detail tab at the top of the page.
8. Click the insert (+) icon within the table & complete the following fields in the new row:
Deduction Type: Enter the code or use the picklist to select a code.
Deduction Plan: Enter the code or use the picklist to select a code.
Event Date: Enter the date in MM/DD/YYYY format or use the calendar picker to select the date.
Override Amount: Enter the dollar amount.
Attachments: Upload supporting documentation.
Note: See the Attachments guide for additional information on how to upload attachments.
Save, Validate, Submit, & Close the Transaction
9. Click the Save button at the top of the page.
10. Click the Validate button at the top of the page.
Confirm that the transaction validated successfully.
If errors are returned, correct the issues in the applicable sections and click Validate again.
11. Once validation is successful, click the Submit button at the top of the page.
Confirm that the transaction was submitted successfully.
12. Click the Close button at the top of the page.
Verify the Deduction (Optional)
13. Use Global Search to navigate to the PAYM Payroll Management activity folder: Click the expand/collapse (🞂) icon in the search bar, select Page Code, enter PAYM, and select PAYM Payroll Management from the list.
Page updated
Report abuse