Allow/Deduct

This window is used to view and maintain the details of an employee's Allowances/Deductions.

Moreover, this allows the input of notes and comments to be assigned to an Allowance/Deduction Code to record (e.g. the name of an additional fund to appear on a Pay slip).

Set-up for this Screen

Using this Screen

 

Screen and Field Information

This section details the various screen and field details.

 

Rules and Guidelines

  • If Allowance/ Deduction codes with classifications that are applicable to Salary Packages are added to the employee records through this window, they will be understood as not part of the Salary Package, and will not have any effect on the Salary Package figures.
  • When the selected employee has a Salary Package, a message is displayed when drilling down to the Salary Package linked A/D Codes advising that it is not possible to modify the record on this window. If required, the maintenance is to be performed on the Salary Package screen.
  • When Position 49 of Program Control A440 is configured to display Notes, and the records exist for Codes to be consolidated, the Notes Display field on the Pay slip - Codes to Consolidate will also need to be considered.
  • It should be noted that Bank Splits (A/D Codes with Classification 'K') are no longer displayed on this screen and neither A/D codes with Classifications different from 'K' will be displayed on the Bank Details screen. For any Classification different from 'K' that is allowed within Preceda to record Bank Details against, the Bank Details section within the Allow/Deduct drill-down will be enabled. Otherwise, the fields in this section are displayed as disabled.
  • Any A/D Code from any Classification that has not been defined as a Salary Package component is allowed to be maintained on this screen.

  • PTD/YTD values are not available on this screen. If required to check these figures, the PTD/YTD Allow Deduct screen can be a better source of information.
  • The values are attached to a unique period of time to create a unique Allow/Deduct effective dated record.
  • The information displayed on this screen corresponds to what is current for each of the existing A/D Codes for the employee as at today's date. A/D Codes that do not have effective records on the current date are not displayed.
  • A/D Codes effective dated records do not require having continuity throughout the employee life cycle. Thus, a From and To Date can be assigned to them everytime a record is added or edited.
  • To link a new A/D Code to an employee or to create an effective dated record, click the New button on the toolbar. Click Save to create the new A/D Code with an effective date as defined or the new effective date record.
  • Once an A/D Code has been assigned to an employee and any payment has been performed, it will not be possible to delete that A/D Code on this screen as it already holds history on how the employee has been paid through time, even if year-end processes have run and there are no PTD/ YTD values.

  • For more information on Effective Dating, click this link.
  • Allow/Deduct codes for Termination payments and tax should never be added to this screen as standard recurring transactions. This includes A/D codes of Classifications C & D (ETP) and Classifications A, B, G, H, I, J, 9 (other Termination payments).