Change the default rate of a deduction

1. From the employee list, select the required employees.
2. Open the Tasks menu, choose Global Changes, then Deductions and then choose Change Rates.
3. Complete the Change Deduction Rate window as follows:
   
   

   Name	To select the deduction to change, click the finder button and from the drop-down list choose the required deduction, then click OK.
   Operation	To specify how the rate of the deduction is to be changed, click the Operation column, then click the finder button and from the drop-down list choose the required option. The following options are available: Increase by % Increase amount by Decrease by % Decrease amount by Set to this amount
   Amount	Specify the amount or percentage by which the deduction rate is to change.
   Rounding	To specify the value to which you want to round the deduction rate, click the Rounding column then click the finder button and from the drop-down list, choose the required option. The following options are available: 2 Decimal Places 4 Decimal Places Up nearest 10p Up nearest 50p Up nearest £1 Up nearest £10 Up nearest £100 Down nearest 10p Down nearest 50p Down nearest £1 Down nearest £10 Down nearest £100

   TIP: To make changes to the rates of other deductions, press the TAB key once, or click beneath the first deduction in the Name column, and then repeat step 3.

4. To apply your changes to the selected employee records, click OK.
5. When the message appears advising how many employee records will be affected by the change, to continue, click Yes.
6. When the message appears advising how many employee records were successfully updated, to return to the Payroll desktop, click OK.

To check that this procedure has made the required changes, double-click one of the employee records. Click the Employment tab, click Pay Elements and then click the Deductions tab. The amended rate appears in the Default Rate column.

Change the default hours of a deduction

1. From the employee list, select the required employees.
2. Open the Tasks menu, choose Global Changes, then Deductions and then choose Change Hours.
3. Complete the Change Deduction Hours window as follows:
   
   

   Name	To select the deduction to change, click the finder button and choose the required deduction from the drop-down list, then click OK.
   Operation	To specify how you want to amend the hours for the selected deduction, click the Operation column then click the finder button and from the drop-down list choose the required option. The following options are available: Increase by % Increase amount by Decrease by % Decrease amount by Set to this amount
   Amount	Specify the amount or percent by which the deduction hours are to change.

   
   

   TIP: To make changes to the hours of other deductions, press the TAB key once, or alternatively click beneath the first deduction in the Name column, and then repeat step 3.

4. To apply your changes to the selected employee records, click OK.
5. When the message appears advising how many employee records will be affected by the change, to continue, click Yes.
6. When the message appears advising how many employee records were successfully updated, to return to the Payroll desktop, click OK.

TIP: To check that this procedure has made the required changes, double-click one of the employee records. Click the Employment tab, click Pay Elements and then click the Deductions tab. The amended hours value appears in the Default Hours/No. column.

Add a deduction

1. From the employee list, select the required employees.
2. Open the Tasks menu, choose Global Changes, then Deductions and then choose Add Deduction.
3. From the list of available deductions, click individually onto each deduction type you want to apply to the selected employees.
   
   

   TIP: The deductions on this list are those you have already set up within Pay Elements, accessed via the Company Tasks pane.

4. To apply the chosen deductions to the selected employee records, click OK.
5. When the message appears, advising how many employee records will be affected by the change, to continue, click Yes.
6. When the message appears, advising how many employee records were successfully updated, to return to the Payroll desktop, click OK.

TIP: To check that this procedure has made the required changes, double-click an employee record. Click the Employment tab, click Pay Elements and then click the Deductions tab. The new deduction type appears in the Deduction Name column.

Add a salary sacrifice deduction

1. From the employee list, select the required employees.
2. Open the Tasks menu, choose Global Changes, then Deductions and then choose Add Salary Sacrifice Deduction.
3. From the list of available deductions, click individually onto each deduction type you want to apply to the selected employees.
   
   

   TIP: The deductions on this list are those you have already set up within Pay Elements, accessed via the Company Tasks pane.

4. To apply the chosen deductions to the selected employee records, click OK.
5. When the message appears, advising how many employee records will be affected by the change, to continue, click Yes.
6. When the message appears, advising how many employee records were successfully updated, to return to the Payroll desktop, click OK.
   
   

   TIP: To check that this procedure has made the required changes, double-click an employee record. Click the Employment tab, click Pay Elements and then click the Salary Sacrifice tab. The new deduction type appears in the Scheme Name column.

Remove a deduction

NOTE: We recommend that you do not remove deductions which have year to date values until the beginning of the new tax year.

1. From the employee list, select the required employees.
2. Open the Tasks menu, choose Global Changes, then Deductions and then choose Remove Deduction.
3. From the list of available deductions, click individually onto each deduction type you want to remove from the selected employee records.
4. To remove the chosen deductions from the selected employee records, click OK.
5. When the message appears advising how many employee records will be affected by the change, to continue, click Yes.
6. When the message appears advising how many employee records were successfully updated, to return to the Payroll desktop, click OK.

TIP: To check that this procedure has made the required changes, double-click one of the employee records. Click the Employment tab, click Pay Elements and then click the Deductions tab. The deduction type you have removed does not appear in the Deduction Name column.

Remove a salary sacrifice deduction

NOTE: We recommend that you do not remove salary sacrifice deductions which have year to date values until the beginning of the new tax year.

 

1. From the employee list, select the required employees.
2. Open the Tasks menu, choose Global Changes, then Deductions and then choose Remove Salary Sacrifice Deduction.
3. From the list of available deductions, click individually onto each deduction type you want to remove from the selected employee records.
4. To remove the chosen deductions from the selected employee records, click OK.
5. When the message appears advising how many employee records will be affected by the change, to continue, click Yes.
6. When the message appears advising how many employee records were successfully updated, to return to the Payroll desktop, click OK.

TIP: To check that this procedure has made the required changes, double-click one of the employee records. Click the Employment tab, click Pay Elements and then click the Salary Sacrifice tab. The deduction type you have removed does not appear in the Scheme Name column.

 

Clear the deduction year to date values

1. From the employee list, select the required employees.
2. Open the Tasks menu, choose Global Changes, then Deductions and then choose Clear To Date Values.
3. From the list of available deductions, click individually onto each deduction type for which you want to clear the year to date values from the selected employee records.
4. To clear the year to date values of the chosen deductions from the selected employee records, click OK.
5. When the message appears advising how many employee records will be affected by the change, to continue, click Yes.
6. When the message appears advising how many employee records were successfully updated, to return to the Payroll desktop, click OK.

TIP: To check that this procedure has made the required changes, double-click one of the employee records. Click the Employment tab, click YTD Values and then click the Payments & Deductions tab. The Amount column for the amended Deduction Names shows 0.00.