CenterPoint^® Payroll - Using Deduction & Benefit Schedules and Frequencies

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Deductions & Benefits Video - Duration: 14 min 35 sec

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Deduction and benefit schedules and frequencies allow you to specify that certain deductions/benefits are only calculated on certain pay periods. For example, most deductions might be calculated on every pay check, but maybe a deduction for health insurance is only deducted from the first pay check of every month. By setting up the deduction to use the correct schedule, you can avoid having to manually add the correct deductions to a pay run.

Step A: Create Deduction & Benefit Frequencies

Step B: Create Deduction & Benefit Schedules

Step C: Assign a Deduction & Benefit Schedule to the Deduction & Benefits

Step D: Select a Deduction & Benefit Frequency on the Pay Run

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Step A: Create Deduction & Benefit Frequencies

Deduction and benefit frequencies are the possible pay periods you may have in a month. The most common frequencies are set up by default. To view or add frequencies:

1. Select Setup > Payroll Details > Deduction & Benefit Frequencies. The most common frequencies are already on the list. This includes up to five pay periods in a month and a special pay period. If you need to add an additional frequency, click New.

2. Enter an Abbreviation and Name for your frequency. Click Save.

Step B: Create Deduction & Benefit Schedules

Deduction and benefit schedules are the combination of pay periods of a month (frequencies) that a deduction/benefit is calculated on. For example, All Pay Periods, First Pay Period Only, First and Third Pay Periods. Some common schedules are set up by default, but you can set up any additional schedules you need.

1. Select Setup > Payroll Details > Deduction & Benefit Schedules. Click New.

2. Enter an Abbreviation and Name for your schedule.
3. All the frequencies you have set up will display in the left box. Use the button to move over the frequencies that make up this schedule. In this example, the company pays biweekly. This schedule is for the first and second pay periods of the month. A deduction set up with this schedule will be calculated on the first two pay checks of every month, but on the two months a year with three pay periods the deduction will not be calculated.
4. Click Save.

Step C: Assign a Deduction & Benefit Schedule to the Deduction & Benefits

When setting up a new deduction/benefit you assign the default schedule to the deduction/benefit. This can be changed on an individual employee basis. If you are changing the schedule of an existing deduction/benefit, you will need to change it on the employee level.

Setup a New Deduction/Benefit

1. Select Setup > Payroll Details > Deductions and Benefits. Click New.

2. Enter the details for the deduction/benefit. In the Employee Detail section, select the Schedule for the employee deduction. If there is an employer benefit, select the Schedule for the benefit in the Employer Detail section. For more information on Deduction and Benefit setup, refer to the Deduction & Benefit SetupDeduction & Benefit Setup topic.

Change a Schedule for an Existing Deduction/Benefit on the Employee

1. Select Setup > Employees.
2. Highlight the employee you wish to change and click Edit. Select the Deductions & Benefits tab.

3. Highlight the Employee portion of the deduction you wish to change. Select the appropriate Schedule to the right.

4. If there is an Employer portion, also select the Schedule for the benefit.
5. Click Save. Repeat Steps 2 - 5 for any additional employees you wish to change.

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Step D: Select a Deduction & Benefit Frequency on the Pay Run

1. Select Processes > Pay Employees or Processes > Payroll > Pay Employees. Click New to start a new pay run.

2. On the 1. Select Employees tab, enter the Deduction/Benefit Frequency for this pay run. For example, 1st Pay Period of the Month. This will calculate any deduction set up with a schedule that includes this frequency.

3. Continue processing the pay run as normal. For more information on processing a pay run, refer to the Process a PayrollProcess a Payroll topic.

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