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If you need to deduct a regular payment from an employee's pay, such as union fees, you will need to create a regular recurring deduction rule.
In this example, we add a recurring $20 Union fee deduction for employee Amelie Smith that will automatically apply to every pay run for Amelie Smith.
To access the configuration page for recurring deductions, select Business settings from the drop-down menu under your name.
On the Pay tab, click on View payroll settings.
If you have multiple entities in Deputy, you will need to select the entity in which you wish to set up expenses and deductions, then click on Deductions and Expenses on the left-hand side panel.
To set up a recurring expense, click on Add New Deduction Rule.
Click on Union fees to pre-fill the rule form.
In the Staff field, select the employee(s) or group of employees you wish to add the recurring deduction to. In this example, we select Amelie Smith.
Select whether the deduction is fixed or a % calculation and add the value of the deduction. In this example, the deduction will be $20 as a fixed value each pay run.
Select or Add a bank account to pay the union fees into. This payment will be included in your ABA file, so all your employee payments can be paid in one go. If you do not nominate a bank account at this step, you will be able to make a separate payment of the deductions at a later date.
Click Add Rule.
The recurring deduction rule now appears in the list.
Every time you process a pay run for Amelie Smith, a deduction of Union fees of $20 will be automatically applied to the payslip.