PR> Utilities> Aggregate Deduction Order

Aggregate Deduction Order

 

Summary

 

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

 

Related Links

 

Click here for information on Aggregate Deduction Maintenance.

 

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 set up on the Aggregate Deduction Maintenance window (PR> Maintenance> Aggregate Deduction). Click here for information on Aggregate Deduction Maintenance.
  • Edit the Aggregate Order column to change the order in which the aggregate deduction/benefit groups will be processed.
    • The number of the group needs to be between 1 and 999. Group 1000 is reserved for ungrouped deductions/benefits which will always be calculated after any deductions/benefits included in an aggregate deductions/benefits group.
  • Expand an aggregate deduction/benefit group line item and edit the Order column to change the order in which the individual deductions/benefits within the group will be processed.
    • The system will utilize the Order column 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 with the lowest Order value first, then from the deduction with the next lowest Order value for any remaining amount available.
    • The deduction/benefit with the lowest Order value 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.
    • The deduction/benefit order can be between 0 and 999.
  • Click the Save icon to save your changes and to updated the orders on the Aggregate Deduction Maintenance window.