Managing Employee Deductions and Liabilities

PR Employee Dedns/Liabs sets up or overrides employee deductions and liabilities: withholding amounts, exemptions, personal insurance, and wage garnishments. Employee-Based deductions process after Federal, State, Local, Insurance, and Craft/Class items.

Do not put federal/state filing-status setup on this form. Filing status belongs on PR Employees Filing Status / tax masters.

Before you start

• Master Deduction/Liability codes exist in PR Deductions and Liabilities.
• The employee exists in PR Employees.
• For garnishments using method N, PR Garnishment Groups exist.

Steps

1. Open from the Main Menu, or from PR Employees → Dedns/Liabs tab → double-click a record.
2. Enter a valid Employee and Deduction/Liability code (both required).
3. Set Frequency (use I for inactive) so the code processes on the intended pay cycles.
4. Set Processing Seq# in ascending calculation order. This matters for 401(k) / Roth sequencing among Employee-Based codes. Employee-Based items run after Federal / State / Local / Insurance / Craft-Class.
5. Configure overrides as needed:
   • Calculation method, rate, and/or amount overrides.
   • Minimum-net-pay limits.
   • Add-ons.
   • AP / vendor overrides.
   • EFT child-support data.
   • GL overrides.
   • Garnishment allocation groups.
6. Save. Review arrears / payback history where your process tracks under-withheld amounts.

Notes

• Processing Seq# here is not the same feature as PR Employee Pay Seq Control (processed-pay review). Keep those concepts separate.
• Related: PR Employees, PR Pre-Tax Deduction Groups, PR Garnishment Groups, PR Deductions and Liabilities.