Details
Select the Details button to view additional payroll-related information on the DeductIT transaction. If a deduction has been set up to be distributed over several pay periods (as set by the 
Interval field) the Details screen displays the pay period dates and the dollar amounts of the projected deduction transactions.
The number of payroll deductions to disburse this charge. For example, to have this charge divided into four payroll deductions, enter the number 4 in this field.
If a user has the rights to request a change to a deduction transaction but not to edit a transaction, a request is created and the Requested icon is displayed. If approved, the amounts of the future transactions can be recalculated.
Note: Deduction requests are approved by authorized users through the Actions section>Approval card>Transaction Requests screen.
To view a specific deduction record, click the card arrow to open it. The Amount Value field is editable. If the dollar amount in this field is changed for a deduction, all subsequent deduction amounts are updated to distribute the remaining balance when the deductions are next calculated.
Note: To calculate new deduction amounts in the employee record, or to recalculate after changing the Amount Value of one of the deduction fields, click on the Update Details action button.
Actions
The following Actions are available in the left pane when the Details screen is open:
Delete Selected
The Delete button is used to remove one or more records from a screen.
To delete a record, complete the following steps:
- Click on the selection box to the left of each record to be deleted.
A check mark is displayed
- Click the Delete button.
- If a single record is open, select the Delete button (there are no boxes to select the record).
- A message is displayed verifying the record should be deleted. Click on Yes to continue.
Update Details
Click on the Update Details button to calculate the employee deductions.
- The system calculates the amount of each transaction by dividing the amount of the deduction by the number in the Interval field
- If the amount value is changed for a single transaction, click on this button to recalculate the deduction amounts for all subsequent transactions.
- If the number in the Interval field is changed, click on this button to recalculate the new deduction amounts for all transactions.
Amount (Dollars)
The dollar amount calculated for deduction for each pay period. The system divides the total amount of the deduction by the number of pay periods set up in the Interval field.
Note: The Amount Value field is editable. If the dollar amount in this field is changed for a deduction, all subsequent deduction amounts are updated (when the deductions are next calculated) to distribute the remaining balance.
Pay Period
The pay period that this DeductIT deduction applies to.
Reason
The explanation for the update to the deduction amount.
Note: This field is only displayed if the user has authorization permission to request a change to the deduction amount but does not have rights to edit the deduction amount.
Source
Symbol indicating the source of input of this DeductIT transaction (for example, badge reader, manual, etc.).
More About Input Source Symbols/Icons
Depending on the screen, the following Input Source Symbols may be displayed:
b
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Badge Reader
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Indicates the transaction results from swiping a badge at the badge reader.
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C
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Core Schedule
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Indicates an entry on the schedule screen that was automatically generated during a Core scheduling pass.
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e
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Education Tracking Reader
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Indicates the transaction was entered through an Education Tracking reader (for an education transaction class).
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d
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DeductIT
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Indicates this was added via a DeductIT transaction.
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H
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Home Health Care
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Indicates this is a Home Health Care transaction.
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i
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Data Import
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Indicates this transaction is from imported data.
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L
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Legacy
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Indicates this is a transaction from a legacy system.
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N
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Needs-Based Schedule
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Indicates an entry on the schedule screen that was automatically generated during a Needs-based scheduling pass.
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P
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Education Tracking Download
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Indicates this transaction is from a download to the Education Tracking application.
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r
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Cash Register
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Indicates this transaction originated from a cash register (for DeductIT).
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S
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Manually Added Schedule
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Indicates the transaction was manually added or updated on the schedule.
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T
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Trade
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Indicates this is transaction resulting from a schedule trade.
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W
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Request to Work
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Indicates this transaction was entered as a result of a request to work.
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~
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TimeCall
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Indicates the transaction was called in using the TimeCall feature.
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@
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Quick Badge
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Indicates the transaction was entered through the portal through the Quick Badge feature.
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#
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Staffer
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Indicates this data was added via the Staffer interface.
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$
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Schedule Incentive
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Indicates this is a transaction resulting from schedule incentive.
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^
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Auto-Generated
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Indicates the transaction was automatically generated by the system, for example, creating a matching out punch when a new special code is entered
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(
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Reassign
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Indicates a clocking or calendar within the selected pay period that was reassigned to a new Labor Distribution by the system.
Note: The reassign process is called directly by the Employee Download or Replication processes when a new Home Labor Distribution is created, or when a new Labor Distribution is created in the Employee Record via the Web Portal. Transactions associated with the old home labor distribution on or after the new home labor distribution are updated to the new home labor distribution information.
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[
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Manual
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Indicates the transaction was manually entered.
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]
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Conversion, Upgrade
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Indicates the input results from data from the conversion process.
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Status
The payroll status of this DeductIT transaction, indicating if this is a past, current or future payroll deduction. When the Amount (Dollars) in a transaction is changed, this status is set to Uncalculated, until the calculation process is run to update the records.
