From the Payroll screen, select the Maintenance menu and then Deductions.
Note: If desired, to access the Deduction File from Negotiations (if applicable), select the Payroll menu from the Negotiations screen and then Deductions.
At the Deductions screen, enter the ID of the deduction to change in the Deduction ID field. If the ID is not known, click the down-arrow button or the Find button to select the correct one.
Make the desired changes to the deduction.
If the deduction has been used, the Deduction Type field is disabled and cannot be changed.
For the W2 boxes in the W2 Information List, complete the blank line (indicated with an asterisk) at the bottom of the list to add a new W2 box, or click the Delete button located to the left of the entry to delete one (when prompted to delete it, click Yes).
To change the amounts for a deduction set up in a rate table, click the Rate Table tab and make the necessary changes to the deduction rates. If the new rates for the deduction take effect immediately, key in the new rates over the top of the existing rates (on the left side of the screen). Otherwise, if the new rates will change on a certain date (do not change immediately), enter the date the new rates are effective in the Rate Change Date field, and then key the new amounts in the New Employee Rate field and the New Employer Rate field. (Note: If new rates are entered with a Rate Change Date, once a payroll calculation batch is processed using a Check Date on or after the date entered in the Rate Change Date field, the new rates for the deduction will be used.)
To add a new standard rate to the deduction, click the Rate Table tab and then complete the blank line (indicated with an asterisk) at the bottom of the Deduction Rates List.
To remove a standard rate from the deduction, click the Rate Table tab and then click the Delete button located to the left of the desired rate in the Deduction Rates List; when prompted to delete the record, click Yes.
Note: If a rate is being used on the Deductions screen of the Employee File, the system will not allow it to be deleted.
After all the changes have been made, click the Save button.
If the ID for the deduction was changed, a prompt will appear verifying whether or not to change the ID or add a new one. To change the ID for the deduction, click the Change button. To not change the ID and revert to use the original ID, click the Revert to Original button. To add a new deduction with the specified ID that is a duplicate of the current deduction, click the Create New button.
If any taxes, pay codes, or deductions (if applicable) in the Cross References List were selected (or unselected), the system will prompt to add (or remove) the cross reference for the deduction and the specified tax, pay code, or deduction for all employees. To add (or remove) the cross reference to all employees, click Yes; otherwise, click No. Click Yes to All to add (or remove) all the selected cross references to all employees or click No to All to not add (or remove) all the selected cross references to all employees.