Match Deductions with Pay Codes - Staffology Payroll

New Deductions

You must match new deductions in Staffology HR with a pay code from Staffology Payroll to make sure data sends between the systems after setting up the integration.

You do not need to match a pay code with a static salary pay element.

Existing Deductions

Any existing deductions you have set up on an employee's record prior to the integration send to Staffology Payroll after you have matched the deduction with a pay code from payroll. You do not need to delete the deduction from an employee's record and re-add it.

In this section:

• Match a Pay Code with a Deduction - existing HR user

• Match a Pay Code with a Deduction - existing Payroll user

• Assign a Deduction to an employee

Match a Pay Code with a Deduction - existing HR user

1. In Staffology HR, go to System Tools > Utilities > Payroll > Staffology Payroll.

2. Under Pay Elements, select Deductions.

   Any existing deductions you have set up in Staffology HR display here.

   To add a new deduction, select Add Deduction.

3. In Staffology Payroll, go to Settings > Pay Codes > Custom Codes > Add Pay Code.

4. After creating your pay code, return to Staffology HR .

5. Go to System Tools > Utilities > Payroll > Staffology Payroll > Payments.

6. Select Edit on your unlinked Deduction.

7. Using the dropdown displayed under Pay Code, select the pay code you created in Staffology Payroll to match with your desired deduction in HR.

   The Pay Code list displays all unlinked codes.

8. Select Save.

9. The deduction Status should now have changed from Unlinked to Linked.

10. You have successfully linked your deduction with a pay code. You can now assign the deduction to an employee in their record and send it to Staffology Payroll.

Match a Deduction with a Pay Code - existing Payroll user

To set up a deduction as an existing Staffology Payroll user:

1. Go to System Tools > Utilities > Payroll > Staffology Payroll > Deductions and select Add Deduction.

2. Enter a Name for your deduction.

3. From the Pay Code list, select the code you have set up in Staffology Payroll.

4. Select an option from the Basis dropdown.

5. From the Type list, select either Static or Variable.

6. Complete all other relevant fields and select Save when finished.

7. Your deduction should now display as Linked with the correct pay code displayed.

8. You can now assign the deduction to an employee in their record.

Assign a Deduction to an employee

1. In Staffology HR, go to Directories, select an employee, and choose Edit.

2. Select the Payroll tab and choose Deductions > Create New.

3. From the Element dropdown, select the deduction you created in System Tools > Utilities > Payroll > Staffology Payroll.

4. Name, Basis, Pay Code and Type should populate automatically with the deduction information.

   If no Pay Code displays, you have not linked the deduction with a pay code in Staffology Payroll. Make sure to do this before continuing.

5. Enter a Start date for the pay element if the field has not populated automatically.

6. Complete all fields relevant to this pay element and Save.

7. After saving, go to the employee's record and select Payroll > Deductions to view the pay element you have created.