How To Setup A Recurring Earning/Deduction

Goal

• How to add a recurring cell phone payment to the payroll 
• How to add a recurring medical benefit deduction to the payroll

Environment:

• Push Web App

Process:

1. Click the Payroll tab
2. On the left-hand navigation bar, click Earnings and Deductions 
3. Under Preset, click the drop-down menu and select the relevant Preset or click the Search Box and input the name of the Preset
4. Under Frequency, click the drop-down menu and select either: Recurring Every Payrun/Cheque, Recurring 1st Pay Date of Month, Recurring 2nd Pay Date of Month, Recurring 3rd Pay Date of Month, Recurring 1st and 2nd Pay Date of Month
5. Under Date, click the drop-down menu and select the relevant pay period that the recurring payment will last be applied or leave blank to be applied forever
6. Scroll to the box Employee Information: Earnings/Deductions
7. Under Employee, click Select Employee and select the relevant employee or click the Search Box and input the name of the employee
8.  Under Position Details, this will auto-fill the rate of pay and position based on the selected employee
   1. Click the drop-down arrow if the employee has multiple positions and select the relevant one if applicable
9. Input the number of Hours and click Calculate Amount to calculate the dollar amount; If you only want to put a dollar amount, leave the Hours section blank and fill in the necessary information under Amount
10. If you have other employees to add for the same preset, click Add Employee and repeat steps 7-9
11. Once complete, click Add Earnings/Deductions 

Additional Information

If an employee does not earn any earnings in the current pay period, recurring earnings and deduction entries will not carry over into the next pay period. You will be required to add a one-time earning and deduction entry for the employee in the next pay period.

If the earnings and deductions entry is set to occur permanently, the only way to stop the entry for future pay periods is by deleting it. As a result, we suggest that users establish a pay period as a deadline and generate a new one for subsequent pay periods.

For instance, if this entry is meant to last for an entire year, choose the last pay period of the year. When the new year commences, create a new entry for the following year. This approach ensures that users have a historical entry for each year instead of a deleted entry that does not appear for future auditing.

Please note that only Super Administrators or Team Administrators with permission to Run Payroll or Earnings and deductions by preset (s) will be able to make changes. 

Related Articles

• How To Manually Add Earnings/Deductions
• How To Request A New Earnings/Deduction Preset