What's covered in this guide?
Create a Deduction or ContributionType
To create a deduction or contribution type, go to Payroll > Payroll Settings > and select 'Deduction Types' or 'Employer Contribution Types'
Select from the list of deduction/ contribution types or choose to add a new deduction/contribution.
Deduction Type Information
When creating a new deduction type, complete the following information.
Name
Journal Account
Select if the deduction is pre-tax. Please refer to the IRS Employer's Tax Guide
Select if the deduction is a Section 125 Cafeteria Plan. Refer to our help guide on Understanding Section 125 Plans
Contribution Type Information
When creating a new contribution type, complete the following information.
Name
Journal Accounts
Select if the contribution is a health benefit
Select if the contribution is taxable
Accessing employee deductions or contributions
To access employee deductions and contributions for a staff member, go to Staff > Select the staff member you'd like to edit > Payroll > Payroll details
Add recurring deductions or contributions
On the employees Payroll Details, select '+ ADD' to create a new deduction or contribution.
Select if each deduction/contribution should be a fixed amount or percent of income.
Once added, the deduction/contribution will automatically apply to each paycheck.
Filing Deductions or Contributions
The employer is ultimately responsible for managing and paying deductions and contributions. Unless explicitly stated otherwise, Workforce.com does not handle these payments on your behalf. The funds will remain in your account, and it will be your responsibility to file and remit them appropriately.
FAQ
FAQ
Why can't I add a deduction/contribution type on the employee profile?
The deduction/contribution type needs to be created and configured in payroll settings before it will show on the employees profile.
What should I do if I'm not sure what the fixed amount or percent of income should be?
Please consult your benefits provider. If Workforce.com is your benefits provider, email support@workforce.com.