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How to Add a Deduction

If you do not already have the relevant payee record open in the Payee Entry screen, search for and open the relevant payee record in edit mode.

2.

Navigate to the Deductions section on the Payee Entry screen and click Add at the top of the section.

The Deduction Details dialog box opens.

3.

In the Validity Date From field, select the date on which the deduction becomes effect.

4.

In the Validity Date To field, select the date in which the deduction is to cease.

Skip this step if the deduction is to be valid indefinitely.

5.

In the Deduction field, select the name of the deduction that is to be added. This identifies the deduction header to which the payee's deduction will be linked.

The Deduction Type field is automatically displays the deduction type that applies to the selected deduction.

6.

In the Rate Type field, select Percent if the rate of the deduction will be specified as a percentage of the payee's gross or net earnings or select Fixed if the deduction rate will be specified as a fixed monetary value.

If you selected Percent, a Calculate On field is activated. Continue on to step 7.
Otherwise, skip directly to step 8.

7.

In the Calculate On field, select Net if the deduction amount is to be calculated based on a percentage of the payee's net earnings per pay period or select Gross if the deduction amount is to be calculated based on a percentage of the payee's gross earnings per pay period.

8.

In the Rate Value field, key in the percentage of fixed amount that is to be deducted from the payee's earning per pay period depending on whether the applicable rate type is Percent or Fixed respectively.

9.

In the Deduct From field, select Net if the deduction is to be from the payee's net earnings or select Gross if the deduction is to be from the payee's gross earnings.

10.

In the Payee Account Reference field, key in the payee's unique account reference that will be used to identify deduction payments made as a result of this deduction if necessary.
Otherwise, leave this field blank if a generic account reference is to be used from the deduction header instead.

11.

If the deduction is to be a rolling deduction, specifying the total amount to be deducted over the course of successive pay periods on the Rolling Deductions tab. For more information, see How to Configure a Rolling Deduction below.

12.

If the deduction is to be net protected, click the Net Protected tab and specify the net protection type and protected rate. For more information, see How to Configure a Net Protected Deduction below.

13.

If the deduction type is Payee Super, click the Payee Super tab and select the name of the superannuation fund into which the money deducted due to this deduction will be paid.

14.

If the deduction type is Payee Super and the deduction is from gross earnings, tick or un-tick the RESC field depending on whether amounts deducted via this deduction will be classed as Reportable Employer Superannuation Contributions.
Note that superannuation contributions made as a result of deductions from gross pay should be flagged as RESC if the deductions contribute amounts above the legislated Superannuation Guarantee (SG) amount.

15.

Click Save.

The Deduction Details dialog box closes and a new deduction is created and displayed in the list on the Deduction section of the Payee Entry screen.

How to Configure a Rolling Deduction

On the Deduction Details screendialog box, click the Rolling Deduction tab if it is not already activated.

For more information about how to display the Deduction Details screen, see How to Add a Deduction above.

2.

On the Rolling Deduction tab, click Rolling Deduction.

A tick appears in the checkbox and a Total Amount and Outstanding Amount field is activated.

3.

In the Total Amount field, key in the total monetary amount that is to be deducted from the payee's earnings over the course of successive pay periods.

4.

Click on the Outstanding Amount field.

The Outstanding Amount field automatically displays the amount you keyed into the Total Amount field to indicate that the monetary amount that remains to be deducted by the rolling deduction.

5.

Specify any other deduction details as required and close the Deduction Details screen dialog box (for more information, see How to Add a Deduction aboveDeduction above.).

How to Configure a Net Protected Deduction

On the Deduction Details screendialog box, click the Net Protected Deduction tab if it is not already activated.

For more information about how to display the Deduction Details screen, see How to Add a Deduction above.

2.

On the Net Protected tab, click Net Protected.
A tick appears in the checkbox and a Protected Type and Protected Rate field is activated.

3.

In the Protected Type field, select Percent if the net protected amount is to be defined as a percentage of the payee's net pay for a pay period or select Fixed if the net protected amount is to be a fixed monetary amount per pay period.

4.

In the Protected Rate field, key in the net protected percentage or net protected amount that is to apply per pay period, depending on whether the protected type is Percent or Fixed respectively.

For example, if the protected type is Percent and the payee is to retain at least 60% of their net pay in each pay period after the deduction is applied, key in 60. If the protected type is Fixed and the payee is to retain at least $1500 net in each pay period after the deduction is applied, key in 1500.

5.

Specify any other deduction details as required and close the Deduction Details screen (for more information, see How to Add a Deduction above).

How to View or Edit an Existing Deduction

If you do not already have the relevant payee record open on in the Payee Entry screen, use the Portal > Pay > Payee > Payee Maintenance screen to search for and open the relevant payee record.

On the Payee Entry screen, click on the Deductions tab.

The Deductions tab is activated and displays a list of the deductions that apply to a payee.

In search for and open the relevant payee record in edit mode.

2.

Navigate to the Deductions section of the Payee Entry screen and in the list of deductions, double- click the Edit button next to the deduction that you need want to view or modifyedit.

The Deduction Details screen dialog box opens, showing the details of the deduction you selectedexisting deduction.

4.

If you need to modify the deduction, update the relevant fields on the Deduction Details screen as required.

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Click  . The Deduction Details screen closes and any changes you made to the deduction are saved 5.

If you have made any changes to the deduction that you want to apply, click Save.

Otherwise, to close the Deduction Details dialog box without saving any changes, click X in the top right-hand corner of the dialog box.

The Deduction Details dialog box closes.