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Deduction Management ​

The Deductions section within the Payroll module of the HRMS allows HR professionals to manage employee deductions efficiently. Users can create, view, edit, and delete deductions, ensuring all deduction-related details are accessible and organized.

Accessing the Deductions Section ​

  • Navigate to Payroll:
    • On the left side menu, click on Payroll.
    • Select Deductions from the dropdown list.
    • The Deductions page displays a list of all deductions in a table format.

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Working with the Deductions Table ​

The Deductions table provides a detailed view of all defined deductions, with columns for:

  • Deduction: The name of the deduction.
  • Specific Employees: Employees selected to have this deduction applied.
  • Excluded Employees: Employees excluded from this deduction.
  • Is Pretax: Indicates if the deduction is applied before taxes.
  • Is Condition Based: Shows if the deduction is based on specific conditions.
  • Condition: The criteria used to determine eligibility for the deduction.
  • Is Fixed: Indicates if the deduction amount is fixed.
  • Based On: Shows whether the basic pay or gross pay.
  • Actions: Buttons to view, edit, or delete the deduction.

Filtering and Grouping Deductions ​

  1. Filter Deductions:
    • Click on the Filter button to narrow down deductions based on specific criteria like pretax status, condition, or specific employees.

Creating a New Deduction ​

  • Click on the + Create button at the top-right corner of the Deductions page.
  • Fill in the deduction details:
    • Title: Enter the name of the deduction.
    • One-Time Date: Set a specific date for one-time deductions, if applicable.
    • Include All Active Employees: Toggle on if the deduction applies to all employees.
    • Specific Employees: Select specific employees, if applicable.
    • Is Tax: Toggle on if the deduction is taxable.
    • Is Pretax: Toggle on if the deduction is applied before taxes.
    • Is Condition Based: Toggle on if the deduction depends on conditions.
    • Update Compensation: Choose whether the deduction will update the compensation package.
    • Is Fixed: Toggle on if the deduction amount is fixed.
    • Amount: Enter the amount of the deduction.
    • If Condition Based: Set the conditions and values (e.g., Basic Pay > 5000).
    • Filter: Further filter based on criteria such as department, position, etc.
  • Save the deduction by clicking the Save button.

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Editing and Deleting Deductions ​

  • To Edit a Deduction:
    • Click the Edit icon next to the deduction in the Actions column.
    • Make the necessary changes and save.
  • To Delete a Deduction:
    • Click the Delete icon next to the deduction in the Actions column.
    • Confirm the deletion.