Summary

The Aggregate Deduction Order tool is used to quickly update the priority position assigned to aggregate deduction/benefit groups and the individual deductions/benefits within those groups.

Step by Step

1     Open the Aggregate Deduction Order window (PR> Utilities> Aggregate Deduction Order).

2     Edit the aggregate group and individual deduction/benefit orders.

• The Aggregate Deduction Order window will display all of the aggregate deduction groups and their related deductions set up on the Aggregate Deduction Maintenance window (PR> Maintenance> Aggregate Deduction).
• The Aggregate Deduction field is used to change the order in which the aggregate deduction/benefit groups will be processed.
  • Drag and drop the aggregate deduction/benefit groups into the desired order.
• Select an aggregate deduction/benefit group in the Aggregate Deduction field and the the individual deductions/benefits within that group will be displayed in the Deductions field to the right.
  • Drag and drop the deductions/benefits into the desired order.
  • The system will utilize the specified order to stop the deductions/benefits when the maximum is reached. For example: If a deduction annual maximum will be reached in a payroll batch, the system will take the amount remaining within the maximum out of the deduction code in the highest position first, then from the deduction in the next highest position for any remaining amount available.
  • The deduction/benefit in the highest position will be considered the “master” deduction/benefit. This deduction/benefit is where the annual or lifetime maximum will be set in deduction/benefit maintenance. Any maximum on another deduction/benefit in the group will be ignored by the system.
• Click the Save button to save your changes and to updated the orders on the Aggregate Deduction Maintenance window.