Employees → Recurring → Deductions tab → Add Deduction
Select the blue Add Deduction button to add a new deduction. A new window will appear.
Pay Item: Deductions with declining balances will include the term Goal in the title.
Reference Number: (Optional)
Default Schedule: By default, this will occur Every Pay Period.
Schedule Override: (Optional) Use if you need the deduction to only occur on a specific pay period(s).
Start Date: The date the deduction should start. If left blank, the deduction will start on the upcoming payroll. To have the recurring deduction begin on time, use the first day of the pay period as the start date.
Stop Date: The date the deduction should stop. If the deduction is continuous, do not input a Stop Date. Dates are pay period dates, so choose a date within the pay period in which the deduction should stop.
💡 Update Balance: Input the current remaining balance.
Amount or Percent Field: Dollar amount or a percentage to be deducted.
Apply Arrears Balance: (Optional) Arrears are monies owed that should have been paid prior. This will activate a catch-up feature.