Deduction Wizard (New UI)

Follow
  • Please note, the Deduction Wizard will not calculate correctly if the maximum is overridden. If you need to override the maximum do not use the deduction wizard but instead setup as a regular deduction (under deductions, select New Deduction rather than Deduction Wizard).

  • From your Dashboard select Employee Changes > Other Employee Information, this will take you to a list of all your employees

2021-01-12_10h12_54.png

                    

  • Select the employee information image7.pngicon to choose the employee needing the deduction to be added
  • Select the ‘Payroll’ tab on the employee’s profile, then click the "Jump To" link on the left for Deductions
  • In the Deductions widget, click the Actions icon 2021-01-20_16h35_38.png on the right to access the 'Deduction Wizard'mceclip1.png

 

Setting up a Child Support Deduction

Screenshots of withholding order below instructions to match settings

A) Deduction Type: Choose 'Child Support' from the dropdown, then click mceclip2.png

B) Start Date: Select the effective date of when the child support deduction should begin per the order’s instructions

C) Support Obligation Date: The date at the top right corner of the support order

D) Case Number: Remittance ID

E) Court Order State: Select the state for which the withholding order was filed in. It will be found under State/Tribe/Territory at the top left of the order

F) Deduction Code: Select 'Child Support' from the dropdown or 'Child Support 2' if it is a second order

G) Vendor: (This ONLY applies if LinkHCM is generating the vendor checks on your behalf, otherwise leave blank) Select the agency where the payment should be sent to (found on page 3 of the withholding order). If the agency is not available in the dropdown, contact your CSR to have the agency added

H) Deduction Amount: Enter the flat amount to be withheld per pay period (include any arrears amounts in this total)

I) Admin Fee: OPTIONAL - If you’d like to charge an administration fee to the employee, you can enter it here; it will create a separate deduction for the employee (in California, you can charge up to $1.50 per deduction) 

J) Child Support Arrears Amt: This tab is greyed out and cannot be edited. Leave blank. The arrears amount should be included in the Deduction Amount (Item H above)

K) Does the employee support multiple families? This is employee specific. "No" is the default selection, click on the toggle if the answer should be "Yes"                                                                                                                      mceclip9.png

L) Is the employee 12 weeks or more in arrears? If the arrears are greater than 12 weeks, click on the toggle to change it to “YES”. This is found on page 1 of the order, under ‘Order Information’                                                           mceclip8.png

M) FIPS Code: AKA “locator code”; it can be found on the 2nd page of the withholding order.

  • NOTE: There is a format error in this field that the programmers are working on fixing. Workaround: Leave blank. You will come back to this field once the deduction is saved

N) Click mceclip2.png

O) You will see the Summary Details of the Child Support deduction, review and confirm that all of the information is correct. If you need to make changes, you can click on mceclip3.png to go back to the deduction setup screen, otherwise, click mceclip4.png

P) A Success message will display that your deduction has been configured. You can upload a copy of the child support withholding order by clicking on mceclip5.png (optional),  or click mceclip6.png

Q) Go back to add FIPS code: Click on the Actions icon 2021-01-20_16h35_38.png on the right of the Child Support deduction, then select 'View/Edit'.

    • Under State FIPS #, enter the “locator code” found on the 2nd page of the withholding order
    • Click mceclip7.png

2021-01-22_09h53_03.png2021-01-22_09h54_21.png

 

 

              mceclip1.png

 

 

Setting up a State Levy Deduction (ex: Franchise Tax Board, Vehicle Registration Collections)

Screenshots of withholding order below instructions to match settings

A) Deduction Type: Choose 'State Levy' from the dropdown, then click mceclip2.png

B) Start Date: Enter the effective date of the garnishment per the order; see step 4 on page 1A of the order

C) Issue Date: Enter the date found on the top left corner of the withholding order

D) Id #: Enter the Account Number 

E) Court Order State: Select California if the agency is “State of California Franchise Tax Board”

  • Work State will be automatically filed in per the Court Order State selected above

F) Should the court order state be used for limits? Select “Yes” or “No”, "No" is the default selection but click on the toggle if the answer should be "Yes". Users can determine if the system should follow the issue state or work state to determine limits. For example, if the state is California, the court order limits for the state of California will be enforced. “No” should be selected if you are doing an override. For example, overriding the deduction % from 25% to 15%.                                                                                                                        mceclip11.png

G) Deduction Code: Select “State Levy” from the drop-down menu option

H) Vendor: (This ONLY applies if LinkHCM is generating the vendor checks on your behalf, otherwise leave blank) Select the agency where the payment should be sent to (found on page 1A of the withholding order). If the agency is not available in the drop-down option, contact your CSR to have the agency added

I) Deduction Amount: Most common setting is “25% of disposable earnings”. Follow the calculation instructions on page 1B of the withholding order

J) Admin Fee: OPTIONAL - If you’d like to charge an administration fee to the employee, you can enter it here; it will create a separate deduction for the employee (in California, you can charge up to $1.50 per deduction)

K) Click mceclip2.png

L) You will see the Summary Detail of the State Levy deduction, review and confirm that all of the information is correct. If you need to make changes, you can click on mceclip3.png to go back to the deduction setup screen, otherwise, click mceclip4.png

M) A Success message will display that your deduction has been configured. You can upload a copy of the garnishment withholding order by clicking on mceclip5.png (optional),  or click mceclip6.png

N) Enable Goal Amount: Click on the Actions icon 2021-01-20_16h35_38.png on the right of the State Levy deduction, then select 'View/Edit'. 2021-01-22_10h22_21.png

    • Under the ‘Goal’ section, click on the toggle to Enable a goal amount to be tracked for the deduction
    • Select the Actions icon on the right 2021-01-20_16h35_38.png then ‘Change Amounts’

2021-01-22_10h24_45.png

    • Enter the Goal for the deduction (found on page 1A of the withholding order)
    • Click mceclip7.png                                                                                                                                                                 2021-01-22_10h26_27.png

mceclip10.png

 

mceclip13.png

 

 

 

Setting up a Creditor Garnishment Deduction (ex: Sheriff’s Court)

Screenshots of withholding order below instructions to match settings

A) Deduction Type: Choose 'Creditor Garnishment' from the dropdown, then click mceclip2.png

B) Start Date: Enter the effective date of the garnishment per the order; see page 1 the order

C) Issue Date: Enter the date the judgement was entered in the court

D) Id #: Enter the Levying officer File Number/Court Case Number

E) Court Order State: Select the state that the court who issued the garnishment is in

F) Deduction Code: Select “Garnishment” from the dropdown option

G) Vendor: (This ONLY applies if LinkHCM is generating the vendor checks on your behalf, otherwise leave blank). Select the agency where the payment should be sent to (found on the instructions page of the withholding order). If the agency is not available in the dropdown option, contact your CSR to have the agency added

H) Admin Fee: OPTIONAL - If you’d like to charge an administration fee to the employee, you can enter it here; it will create a separate deduction for the employee (in California, you can charge up to $1.50 per deduction)

I) Goal Amount: Enter the total amount due 

J) Work State: will be automatically filed in per the Court Order State selected above

K) Deduction Amount: Most common setting is “25% of disposable earnings”. Follow the calculation instructions on the instructions page of the withholding order 

L) City with the minimum wage higher than state: From the dropdown select the jurisdiction that applies to your company

M) Click mceclip2.png

N) You will see the Summary Detail of the Creditor Garnishment deduction, review and confirm that all of the information is correct. If you need to make changes, you can click on mceclip3.png to go back to the deduction setup screen, otherwise, click mceclip4.png

O) A Success message will display that your deduction has been configured. You can upload a copy of the garnishment withholding order by clicking on mceclip5.png (optional),  or click mceclip6.png

 

mceclip15.png

 

 

Setting up a Federal Levy Deduction (ex: IRS)

Screenshots of withholding order below instructions to match settings

A) Deduction Type: Choose 'Federal Levy' from the dropdown, then click mceclip2.png

B) Start Date: Enter the effective date of the levy per the instructions; see page 2

C) Issue Date: Enter the date on Form 668-W

D) Id #: Enter the Identifying number (no dashes)

E) Court Order State: Select the state of the agency 

F) Deduction Code: Select “Federal Levy” from the drop-down menu option

G) Vendor: (This ONLY applies if LinkHCM is generating the vendor checks on your behalf, otherwise leave blank). Select the agency where the payment should be sent to (found on the instructions page of the withholding order). If the agency is not available in the drop-down option, contact your CSR to have the agency added

H) Year: Current year or the year the levy was entered/received

I) Filing Status claimed on Levy: Found on “Part 3 and Part 4” of the Levy (page 2)

  • Note: This portion of the form should have been filled out by the employee

J) Number of dependents claimed on levy: …same as above (item I)

K) Number of additional exemptions claimed on levy: …same as above (item I)                                                     2021-01-22_10h46_51.png

L) Click mceclip2.png

M) You will see the Summary Detail of the Federal Levy deduction, review and confirm that all of the information is correct. If you need to make changes, you can click on mceclip3.png to go back to the deduction setup screen, otherwise, click mceclip4.png

N) Success message will display that your deduction has been configured. You can upload a copy of the garnishment withholding order by clicking on mceclip5.png (optional),  or click mceclip6.png

 

 

mceclip16.png

 

 

 

WorkForce Ready automatically applies the priority when an employee has more than one support order or more than one type of garnishment order (i.e. different agencies). The priority order is not based on when the withholding order is received. The list below is used to determine the priority of each support order or garnishment.

 

Priority Order:

  1.     Support
      1. Child/Spousal Support
      2. Medical Support
      3. Arrears
  2.     Federal Tax Levy (IRS Levy)
  3.     Federal Agency Debt (Franchise Tax Board)
  4.     State Agency Debt (Court Order)
  5.     Student Loans
  6.     Bankruptcies

**Federal Levy could take priority over child support ONLY if the levy was received prior to the support order**