Pay Actions Overview

Created on April 4, 2005

Copyright & Trademarks

Copyright 2003 by Global Knowledge. All rights reserved. Information in
this document is subject to change without notice and does not represent
a commitment on the part of Global Knowledge.

Global Knowledge

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http://globalknowledge.com

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+1 (610) 337-8878

Table of Contents

[Introduction iv](#introduction)

[Net Direct Deposits 1](#net-direct-deposits)

[Starting an Employee\'s Net Direct Deposit
1](#starting-an-employees-net-direct-deposit)

[Changing an Employee\'s Net Direct Deposit
6](#changing-an-employees-net-direct-deposit)

[Taxes 11](#taxes)

[Starting an Employee\'s Tax Withholding
11](#starting-an-employees-tax-withholding)

[Changing an Employee\'s Tax Withholding
23](#changing-an-employees-tax-withholding)

[Stopping an Employee\'s Tax Withholding
30](#stopping-an-employees-tax-withholding)

[General Deductions 36](#general-deductions)

[Starting an Employee\'s General Deductions
36](#starting-an-employees-general-deductions)

[Changing an Employee\'s General Deductions
44](#changing-an-employees-general-deductions)

[Stopping an Employee\'s General Deductions
50](#stopping-an-employees-general-deductions)

# Introduction

This section provides an overview of processing payroll documents in
EHRP.

The Pay Actions Module covers the following:

The procedures involved with the setup and routing of the direct deposit
of an employee\'s net check.

The processing of an employee\'s tax withholding information.

General deductions data, including allotments, union dues, and
contributions to the Combined Federal Campaign.

Personnel Action Request (PAR) Nature of Action (NOA) codes are no
longer required to process Pay Actions .

# Net Direct Deposits

**[Introduction]{.underline}**

In EHRP, HR staff must enter information into the **Direct Deposit**
page in the **Maintain Payroll Data (USF)** module of the system so the
information will be picked up by the payroll interface.

NOTE: Fields that are not required are not listed within the procedure.
Optional fields that an end-user may choose to complete are not
identified. Net Direct Deposits can not be stopped through EHRP since
DFAS doesn\'t allow stops through the interface.

## Starting an Employee\'s Net Direct Deposit

**[Introduction]{.underline}**

In EHRP, HR staff must enter information into the **Direct Deposit**
page in the **Maintain Payroll Data (USF)** module of the system so the
information will be picked up by the payroll interface.

NOTE: Fields that are not required are not listed within the procedure.
Optional fields that an end-user may choose to complete are not
identified. Net Direct Deposits can not be stopped through EHRP since
DFAS doesn\'t allow stops through the interface.

#### Procedure

The following steps detail the procedure for starting an employee\'s Net
Direct Deposit.

 

![](media/image2.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 1.    | Click the **Compensate Employees** link.\                    |
|       | ![](media/image3.png){width="1.25in" height="0.125in"}       |
+-------+--------------------------------------------------------------+
| 2.    | Click the **Maintain Payroll Data (USF)** link.\             |
|       | ![](media/image4.png){width="1.3583333333333334in"           |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+
| 3.    | Click the **Use** link.\                                     |
|       | ![](media/image5.png){width="0.3in" height="0.125in"}        |
+-------+--------------------------------------------------------------+
| 4.    | Click the **Direct Deposit** link.\                          |
|       | ![](media/image6.png){width="0.65in" height="0.125in"}       |
+-------+--------------------------------------------------------------+

 

![](media/image7.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 5.    | Click in the field in which you want to search.              |
|       |                                                              |
|       | Click in the **Name** field.                                 |
+-------+--------------------------------------------------------------+

  ----------------------------------------------------- -----------------------------------------------------------------
  ![](media/image8.png){width="0.22916666666666666in"   The Look Up icon represents a look-up prompt. Clicking this
  height="0.22916666666666666in"}                       button will allow you to look up all possible entry options for
                                                        this field.

  ----------------------------------------------------- -----------------------------------------------------------------

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 6.    | Enter the desired information into the **Name** field. Enter |
|       | \"**Winter**\".                                              |
+-------+--------------------------------------------------------------+
| 7.    | Click the **Search** button.\                                |
|       | ![](media/image9.png){width="0.5166666666666667in"           |
|       | height="0.19166666666666668in"}                              |
+-------+--------------------------------------------------------------+

 

![](media/image10.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 8.    | Click the desired entry.                                     |
|       |                                                              |
|       | Click **WINTER,FRED**.                                       |
|       |                                                              |
|       | ![](media/image11.png){width="1.6in" height="0.15in"}        |
+-------+--------------------------------------------------------------+
| 9.    | Click the **Choose a date** button.\                         |
|       | ![](media/image12.png){width="0.15in" height="0.15in"}       |
+-------+--------------------------------------------------------------+

  ------------------------------------------------------ -----------------------------------------------------------------
  ![](media/image13.png){width="0.22916666666666666in"   The Calendar icon represents a date prompt. Clicking this button
  height="0.22916666666666666in"}                        will produce a pop-up calendar for reference. To select a
                                                         specific date from the pop-up calendar as the field entry, simply
                                                         click on the date. Use the arrows to move through the months and
                                                         years.

  ------------------------------------------------------ -----------------------------------------------------------------

 

![](media/image14.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 10.   | Click on the desired entry.                                  |
|       |                                                              |
|       | Click **15**.                                                |
|       |                                                              |
|       | ![](media/image15.png){width="0.175in"                       |
|       | height="0.18333333333333332in"}                              |
+-------+--------------------------------------------------------------+

+----+-----------------------------------------------------------------+
| ![ | NOTE: If there is previous data in the page, insert a row in    |
| ]( | the **Deposit Information** Box.                                |
| me |                                                                 |
| di | NOTE: Two actions cannot have the same effective dates. For     |
| a/ | example, the coverage will terminate at midnight on Day 1 and   |
| im | the new effective date will begin at 12:01 AM on the following  |
| ag | day.                                                            |
| e1 |                                                                 |
| 6. |                                                                 |
| pn |                                                                 |
| g) |                                                                 |
| {w |                                                                 |
| id |                                                                 |
| th |                                                                 |
| =" |                                                                 |
| 0. |                                                                 |
| 22 |                                                                 |
| 91 |                                                                 |
| 66 |                                                                 |
| 66 |                                                                 |
| 66 |                                                                 |
| 66 |                                                                 |
| 66 |                                                                 |
| 66 |                                                                 |
| 6i |                                                                 |
| n" |                                                                 |
| h  |                                                                 |
| ei |                                                                 |
| gh |                                                                 |
| t= |                                                                 |
| "0 |                                                                 |
| .2 |                                                                 |
| 29 |                                                                 |
| 16 |                                                                 |
| 66 |                                                                 |
| 66 |                                                                 |
| 66 |                                                                 |
| 66 |                                                                 |
| 66 |                                                                 |
| 66 |                                                                 |
| in |                                                                 |
| "} |                                                                 |
+----+-----------------------------------------------------------------+

 

![](media/image17.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 11.   | Click the **\*Status** list.\                                |
|       | ![](media/image18.png){width="0.15in"                        |
|       | height="0.16666666666666666in"}                              |
+-------+--------------------------------------------------------------+
| 12.   | Select a status of **Active**.                               |
|       |                                                              |
|       | ![](media/image19.png){width="0.725in"                       |
|       | height="0.11666666666666667in"}                              |
+-------+--------------------------------------------------------------+
| 13.   | Click in the **Priority** field.\                            |
|       | ![](media/image20.png){width="0.24166666666666667in"         |
|       | height="0.175in"}                                            |
+-------+--------------------------------------------------------------+
| 14.   | Enter the desired information into the **Priority** field.   |
|       | Enter \"**01**\".                                            |
+-------+--------------------------------------------------------------+
| 15.   | Press **\[Tab\]**.                                           |
+-------+--------------------------------------------------------------+
| 16.   | Enter the financial institution\'s routing number in the     |
|       | **Bank ID** field. Enter \"**011000138**\".                  |
+-------+--------------------------------------------------------------+
| 17.   | Press **\[Tab\]**.                                           |
+-------+--------------------------------------------------------------+
| 18.   | Enter the account number in the **Account#** field. Enter    |
|       | \"**04343587**\".                                            |
+-------+--------------------------------------------------------------+
| 19.   | Click the **\*Deposit Type** list.\                          |
|       | ![](media/image21.png){width="0.15in" height="0.15in"}       |
+-------+--------------------------------------------------------------+
| 20.   | Select **Balance** from the **\*Deposit Type** dropdown      |
|       | menu.                                                        |
|       |                                                              |
|       | NOTE: This is the NET amount, calculated after any           |
|       | allotments or deductions that are being deducted for the     |
|       | employee.                                                    |
|       |                                                              |
|       | ![](media/image22.png){width="0.725in"                       |
|       | height="0.11666666666666667in"}                              |
+-------+--------------------------------------------------------------+
| 21.   | Click either the **Checking** or **Savings** radio button in |
|       | the **Account Type** area.                                   |
|       |                                                              |
|       | Click the **Savings** option.\                               |
|       | ![](media/image23.png){width="0.13333333333333333in"         |
|       | height="0.13333333333333333in"}                              |
+-------+--------------------------------------------------------------+
| 22.   | Click the **Save** button.\                                  |
|       | ![](media/image24.png){width="0.425in"                       |
|       | height="0.13333333333333333in"}                              |
+-------+--------------------------------------------------------------+
| 23.   | The procedure required to start an employee\'s Net Direct    |
|       | Deposit is completed.                                        |
|       |                                                              |
|       | **End of Procedure.**                                        |
+-------+--------------------------------------------------------------+

## Changing an Employee\'s Net Direct Deposit

**[Introduction]{.underline}**

In EHRP, HR staff must enter information into the **Direct Deposit**
page in the **Maintain Payroll Data (USF)** module of the system so the
information will be picked up by the payroll interface.

NOTE: Fields that are not required are not listed within the procedure.
Optional fields that an end-user may choose to complete are not
identified. Net Direct Deposits can not be stopped through EHRP since
DFAS doesn\'t allow stops through the interface.

#### Procedure

The following steps detail the procedure for entering net direct deposit
information into EHRP for a NET Direct Deposit Change.

 

![](media/image2.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 1.    | Click the **Compensate Employees** link.\                    |
|       | ![](media/image3.png){width="1.25in" height="0.125in"}       |
+-------+--------------------------------------------------------------+
| 2.    | Click the **Maintain Payroll Data (USF)** link.\             |
|       | ![](media/image4.png){width="1.3583333333333334in"           |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+
| 3.    | Click the **Use** link.\                                     |
|       | ![](media/image5.png){width="0.3in" height="0.125in"}        |
+-------+--------------------------------------------------------------+
| 4.    | Click the **Direct Deposit** link.\                          |
|       | ![](media/image6.png){width="0.65in" height="0.125in"}       |
+-------+--------------------------------------------------------------+

 

![](media/image25.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 5.    | Click in the field in which you want to search.              |
|       |                                                              |
|       | Click in the **Name** field.                                 |
+-------+--------------------------------------------------------------+

  ----------------------------------------------------- -----------------------------------------------------------------
  ![](media/image8.png){width="0.22916666666666666in"   The Look Up icon represents a look-up prompt. Clicking this
  height="0.22916666666666666in"}                       button will allow you to look up all possible entry options for
                                                        this field.

  ----------------------------------------------------- -----------------------------------------------------------------

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 6.    | Enter the desired information into the **Name** field. Enter |
|       | \"**Winter**\".                                              |
+-------+--------------------------------------------------------------+
| 7.    | Click the **Search** button.\                                |
|       | ![](media/image9.png){width="0.5166666666666667in"           |
|       | height="0.19166666666666668in"}                              |
+-------+--------------------------------------------------------------+
| 8.    | Click the desired entry.                                     |
|       |                                                              |
|       | Click **WINTER,FRED**.                                       |
|       |                                                              |
|       | ![](media/image26.png){width="1.5916666666666666in"          |
|       | height="0.15in"}                                             |
+-------+--------------------------------------------------------------+

 

![](media/image27.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 9.    | Click the **Add a new row at row 1** button in the **Deposit |
|       | Information** box to insert a new row.                       |
|       |                                                              |
|       | ![](media/image28.png){width="0.20833333333333334in"         |
|       | height="0.15833333333333333in"}                              |
+-------+--------------------------------------------------------------+
| 10.   | Click the **Choose a date** button.\                         |
|       | ![](media/image12.png){width="0.15in" height="0.15in"}       |
+-------+--------------------------------------------------------------+

  ------------------------------------------------------ -----------------------------------------------------------------
  ![](media/image13.png){width="0.22916666666666666in"   The Calendar icon represents a date prompt. Clicking this button
  height="0.22916666666666666in"}                        will produce a pop-up calendar for reference. To select a
                                                         specific date from the pop-up calendar as the field entry, simply
                                                         click on the date. Use the arrows to move through the months and
                                                         years.

  ------------------------------------------------------ -----------------------------------------------------------------

 

![](media/image29.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 11.   | Enter the **Effective Date** for the change to the direct    |
|       | deposit routing information.                                 |
|       |                                                              |
|       | Click **29**.                                                |
|       |                                                              |
|       | ![](media/image30.png){width="0.19166666666666668in"         |
|       | height="0.175in"}                                            |
+-------+--------------------------------------------------------------+

 

![](media/image31.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 12.   | Click in the **Account#** field.\                            |
|       | ![](media/image32.png){width="1.0833333333333333in"          |
|       | height="0.175in"}                                            |
+-------+--------------------------------------------------------------+
| 13.   | Enter the desired information into the **Account#** field.   |
|       | Enter \"**11122334**\".                                      |
+-------+--------------------------------------------------------------+
| 14.   | Click the **Save** button.\                                  |
|       | ![](media/image24.png){width="0.425in"                       |
|       | height="0.13333333333333333in"}                              |
+-------+--------------------------------------------------------------+
| 15.   | The procedure for entering net direct deposit information    |
|       | into EHRP for a NET Allotment Change is completed.           |
|       |                                                              |
|       | **End of Procedure.**                                        |
+-------+--------------------------------------------------------------+

# Taxes

HR staff must enter information into the Federal Tax Data, State Tax
Data and Local Tax Data pages in the Maintain Payroll Data module of the
system so the information will be picked up by the payroll interface.

## Starting an Employee\'s Tax Withholding

**[Introduction]{.underline}**

All employees are required to have a tax record for DFAS unless the
employee lives and works in a non-taxable state. The system will default
a tax record for all hires based on the duty location of the position.
If the duty station location is in a non-taxable state, then the default
will be for the employees home address. The default will be single with
0 exemptions. HR will need to process a tax change with an effective
date after the hire effective date so that the change will update in
DFAS. As long as the change is done in the same pay period as the hire,
it will update for the entire pay period.

#### Procedure

The following steps detail the procedure for starting an employee\'s tax
withholding in EHRP.

For new hires EHRP will default a federal and state tax record. The
state tax record will default to the employees duty location unless that
duty location is in a non-taxable state. If the duty location is in a
non-taxable state but the employee\'s residence is in a taxable, then
the employee\'s residence state will be defaulted. Both federal and
state taxes will default to single and 0 exemptions. The effective date
of the default tax records will be the employee\'s EOD date. HR user
will need to add a row with an effective after the EOD date.

 

![](media/image33.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 1.    | Click the **Compensate Employees** link.\                    |
|       | ![](media/image3.png){width="1.25in" height="0.125in"}       |
+-------+--------------------------------------------------------------+
| 2.    | Click the **Maintain Payroll Data (USF)** link.\             |
|       | ![](media/image4.png){width="1.3583333333333334in"           |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+
| 3.    | Click the **Use** link.\                                     |
|       | ![](media/image34.png){width="0.3in" height="0.125in"}       |
+-------+--------------------------------------------------------------+
| 4.    | Click the **Employee Tax Data** link.\                       |
|       | ![](media/image35.png){width="0.8833333333333333in"          |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+

 

![](media/image36.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 5.    | Click in the field in which you want to search.              |
|       |                                                              |
|       | Click in the **Name** field.                                 |
+-------+--------------------------------------------------------------+
| 6.    | Enter the desired information into the **Name** field. Enter |
|       | \"**Winter**\".                                              |
+-------+--------------------------------------------------------------+
| 7.    | Click the **Search** button.\                                |
|       | ![](media/image9.png){width="0.5166666666666667in"           |
|       | height="0.19166666666666668in"}                              |
+-------+--------------------------------------------------------------+
| 8.    | Select the desired entry.                                    |
|       |                                                              |
|       | Click **WINTER,CHRIS**.                                      |
|       |                                                              |
|       | ![](media/image37.png){width="1.625in" height="0.175in"}     |
+-------+--------------------------------------------------------------+

 

![](media/image38.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 9.    | Click the **Add a new row at row 1** button.\                |
|       | ![](media/image39.png){width="0.20833333333333334in"         |
|       | height="0.15833333333333333in"}                              |
+-------+--------------------------------------------------------------+
| 10.   | NOTE: Tax Withholding information must be entered at all     |
|       | three levels at the same time. Once the **Save** button is   |
|       | clicked, any subsequent start data must be entered under a   |
|       | different and unique effective date and considered as a      |
|       | change.                                                      |
|       |                                                              |
|       | Click the **Choose a date** button.\                         |
|       | ![](media/image12.png){width="0.15in" height="0.15in"}       |
+-------+--------------------------------------------------------------+

 

![](media/image40.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 11.   | NOTE: This effective date must cannot be the same date as    |
|       | the EOD date.                                                |
|       |                                                              |
|       | Enter the **Effective Date**.                                |
|       |                                                              |
|       | Click **15**.                                                |
|       |                                                              |
|       | ![](media/image41.png){width="0.16666666666666666in"         |
|       | height="0.175in"}                                            |
+-------+--------------------------------------------------------------+
| 12.   | In the **Special Tax Withholding Status** area, use the      |
|       | radio buttons to select the category of withholding          |
|       | appropriate for the employee.                                |
|       |                                                              |
|       | **None** - No special tax withholding instructions exist for |
|       | the employee.                                                |
|       |                                                              |
|       | **Exempt** - Employee is not subject to withholding, nor are |
|       | federal taxable wage figures calculated. DFAS REQUIRES THE   |
|       | CSR TO ENTER THIS INFORMATION INTO THE DFAS SYSTEM. PLEASE   |
|       | CONTACT YOUR CSR.                                            |
|       |                                                              |
|       | NOTE: For the vast majority of employees, the default of     |
|       | **None** will be selected.                                   |
+-------+--------------------------------------------------------------+

 

![](media/image42.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 13.   | Select the Employee\'s T**ax Marital Status**.               |
|       |                                                              |
|       | Click **Married**.                                           |
|       |                                                              |
|       | ![](media/image43.png){width="0.16666666666666666in"         |
|       | height="0.16666666666666666in"}                              |
+-------+--------------------------------------------------------------+
| 14.   | Press **\[Tab\]**.                                           |
+-------+--------------------------------------------------------------+
| 15.   | Enter the number of **Withholding Allowances** claimed.      |
|       | Enter \"**1**\".                                             |
+-------+--------------------------------------------------------------+
| 16.   | Press **\[Tab\]**.                                           |
+-------+--------------------------------------------------------------+
| 17.   | If there is additional withholding, enter it in the **FWT    |
|       | Additional Amount** area. Enter \"**25**\".                  |
+-------+--------------------------------------------------------------+

  ------------------------------------------------------ -----------------------------------------------------------------
  ![](media/image16.png){width="0.22916666666666666in"   NOTE: This entry can be made only as an **Amount**. It must be
  height="0.22916666666666666in"}                        entered in as a whole dollar amount. An employee may not claim an
                                                         **FWT Additional Amount** without first claiming **Withholding
                                                         Allowances**.

  ------------------------------------------------------ -----------------------------------------------------------------

 

![](media/image44.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 18.   | Click the **Federal Tax Data 2** tab.\                       |
|       | ![](media/image45.png){width="1.0583333333333333in"          |
|       | height="0.15in"}                                             |
+-------+--------------------------------------------------------------+

 

![](media/image46.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 19.   | Click the appropriate radio button for the **Earned Income   |
|       | Credit**.                                                    |
|       |                                                              |
|       | Click the **Married, both spouses filing** option.           |
|       |                                                              |
|       | ![](media/image43.png){width="0.16666666666666666in"         |
|       | height="0.16666666666666666in"}                              |
+-------+--------------------------------------------------------------+

 

![](media/image47.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 20.   | Click the **State Tax Data 1** tab.\                         |
|       | ![](media/image48.png){width="0.9416666666666667in"          |
|       | height="0.16666666666666666in"}                              |
+-------+--------------------------------------------------------------+

 

![](media/image49.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 21.   | Enter the desired information into the **\*State** field.    |
|       | Enter \"**PA**\".                                            |
+-------+--------------------------------------------------------------+
| 22.   | The **Resident** checkbox defaults with the box checked.     |
|       |                                                              |
|       | In the **Special Tax Status** area, select the appropriate   |
|       | radio button, if necessary.                                  |
|       |                                                              |
|       | **None** - No special tax withholding instructions exist for |
|       | the employee.                                                |
|       |                                                              |
|       | **Exempt** - Employee is not subject to withholding, nor are |
|       | state taxable wage figures calculated. DFAS REQUIRES THE CSR |
|       | TO ENTER THIS INFORMATION INTO THE DFAS SYSTEM. PLEASE       |
|       | CONTACT YOUR CSR.                                            |
|       |                                                              |
|       | NOTE: For the vast majority of employees, **None** will be   |
|       | selected.                                                    |
+-------+--------------------------------------------------------------+
| 23.   | Click in the **\*SWT Marital/Tax Status** field.\            |
|       | ![](media/image50.png){width="0.15833333333333333in"         |
|       | height="0.175in"}                                            |
+-------+--------------------------------------------------------------+
| 24.   | Enter the desired information into the **\*SWT Marital/Tax   |
|       | Status** field. Enter \"**N**\".                             |
+-------+--------------------------------------------------------------+
| 25.   | Press **\[Tab\]**.                                           |
+-------+--------------------------------------------------------------+
| 26.   | Enter the desired information into the **Withholding         |
|       | Allowances** field. Enter \"**1**\".                         |
+-------+--------------------------------------------------------------+
| 27.   | If there is an additional withholding, enter it in the       |
|       | **Additional Amount Adjustment** area.                       |
|       |                                                              |
|       | NOTE: This entry can be made only as an **Amount**. It must  |
|       | be entered in as a whole dollar amount. An employee may not  |
|       | claim an **Amount** without first claiming **Withholding     |
|       | Allowances**.                                                |
+-------+--------------------------------------------------------------+

 

![](media/image51.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 28.   | Click the **State Tax Data 2** tab.\                         |
|       | ![](media/image52.png){width="0.9666666666666667in"          |
|       | height="0.14166666666666666in"}                              |
+-------+--------------------------------------------------------------+
| 29.   | Enter the number of any **Addl (Additional) Allowances**.    |
|       |                                                              |
|       | NOTE: This page can only be used if the employee is a        |
|       | resident of Arizona, California, Mississippi or Puerto Rico. |
+-------+--------------------------------------------------------------+
| 30.   | Click the **Local Tax Data** tab.\                           |
|       | ![](media/image53.png){width="0.8916666666666667in"          |
|       | height="0.15833333333333333in"}                              |
+-------+--------------------------------------------------------------+

 

![](media/image54.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 31.   | Enter the desired information into the **\*Locality** field. |
|       | Enter \"**423740**\".                                        |
+-------+--------------------------------------------------------------+

  ------------------------------------------------------ -----------------------------------------------------------------
  ![](media/image16.png){width="0.22916666666666666in"   As applicable for the employee, both city and county taxes are
  height="0.22916666666666666in"}                        entered on the **Local Tax Data** page. In the event that an
                                                         employee pays both city and county taxes simultaneously, simply
                                                         insert a row and use the appropriate **Locality** for the
                                                         particular tax jurisdiction.

  ------------------------------------------------------ -----------------------------------------------------------------

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 32.   | Click the **Resident** checkbox and enter an **Other Work    |
|       | Locality**, if necessary.                                    |
|       |                                                              |
|       | In the **Special Tax Status** area, select one of the        |
|       | following radio buttons, if necessary.                       |
|       |                                                              |
|       | **None** - No special tax withholding instructions exist for |
|       | the employee.                                                |
|       |                                                              |
|       | **Do not maintain Taxable Gross and do not withhold tax** -  |
|       | Taxable wage figures are neither calculated nor withheld.    |
+-------+--------------------------------------------------------------+
| 33.   | Click in the **LWT Marital/Tax Status** field.\              |
|       | ![](media/image50.png){width="0.15833333333333333in"         |
|       | height="0.175in"}                                            |
+-------+--------------------------------------------------------------+
| 34.   | Enter the desired information into the **LWT Marital/Tax     |
|       | Status** field. Enter \"**N**\".                             |
+-------+--------------------------------------------------------------+
| 35.   | Press **\[Tab\]**.                                           |
+-------+--------------------------------------------------------------+
| 36.   | Enter the desired information into the **Local Withholding   |
|       | Allowances** field. Enter \"**1**\".                         |
+-------+--------------------------------------------------------------+
| 37.   | If there is an additional withholding, enter it in the       |
|       | **Additional Withholding Amount** field. NOTE: This entry    |
|       | can be made only as an **Amount**. It must be entered in as  |
|       | a whole dollar amount.                                       |
|       |                                                              |
|       | **Percentage -** This field is used for variances and must   |
|       | be 25 to 100 without decimals.                               |
+-------+--------------------------------------------------------------+

 

![](media/image55.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 38.   | Click the **Save** button.\                                  |
|       | ![](media/image24.png){width="0.425in"                       |
|       | height="0.13333333333333333in"}                              |
+-------+--------------------------------------------------------------+
| 39.   | The procedure required to start an Employee\'s Tax           |
|       | Withholding is completed.                                    |
|       |                                                              |
|       | **End of Procedure.**                                        |
+-------+--------------------------------------------------------------+

## Changing an Employee\'s Tax Withholding

#### Procedure

The following steps detail the procedure for changing an employee\'s tax
withholding information in EHRP.

 

![](media/image2.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 1.    | Click the **Compensate Employees** link.\                    |
|       | ![](media/image3.png){width="1.25in" height="0.125in"}       |
+-------+--------------------------------------------------------------+
| 2.    | Click the **Maintain Payroll Data (USF)** link.\             |
|       | ![](media/image4.png){width="1.3583333333333334in"           |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+
| 3.    | Click the **Use** link.\                                     |
|       | ![](media/image5.png){width="0.3in" height="0.125in"}        |
+-------+--------------------------------------------------------------+
| 4.    | Click the **Employee Tax Data** link.\                       |
|       | ![](media/image35.png){width="0.8833333333333333in"          |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+

 

![](media/image56.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 5.    | Calcic in the field in which you want to search.             |
|       |                                                              |
|       | Click in the **Name** field.                                 |
+-------+--------------------------------------------------------------+

  ----------------------------------------------------- -----------------------------------------------------------------
  ![](media/image8.png){width="0.22916666666666666in"   The Look Up icon represents a look-up prompt. Clicking this
  height="0.22916666666666666in"}                       button will allow you to look up all possible entry options for
                                                        this field.

  ----------------------------------------------------- -----------------------------------------------------------------

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 6.    | Enter the desired information into the **Name** field. Enter |
|       | \"**Winter**\".                                              |
+-------+--------------------------------------------------------------+
| 7.    | Click the **Search** button.\                                |
|       | ![](media/image9.png){width="0.5166666666666667in"           |
|       | height="0.19166666666666668in"}                              |
+-------+--------------------------------------------------------------+
| 8.    | Select the desired entry.                                    |
|       |                                                              |
|       | Click **WINTER,CHRIS**.                                      |
|       |                                                              |
|       | ![](media/image57.png){width="1.6in"                         |
|       | height="0.13333333333333333in"}                              |
+-------+--------------------------------------------------------------+

 

![](media/image58.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 9.    | Click the **Add a new row at row 1** button in the           |
|       | **Effective Date** box to insert a new row.                  |
|       |                                                              |
|       | ![](media/image28.png){width="0.20833333333333334in"         |
|       | height="0.15833333333333333in"}                              |
+-------+--------------------------------------------------------------+
| 10.   | Click the **Choose a date** button.\                         |
|       | ![](media/image12.png){width="0.15in" height="0.15in"}       |
+-------+--------------------------------------------------------------+

  ------------------------------------------------------ -----------------------------------------------------------------
  ![](media/image13.png){width="0.22916666666666666in"   The Calendar icon represents a date prompt. Clicking this button
  height="0.22916666666666666in"}                        will produce a pop-up calendar for reference. To select a
                                                         specific date from the pop-up calendar as the field entry, simply
                                                         click on the date. Use the arrows to move through the months and
                                                         years.

  ------------------------------------------------------ -----------------------------------------------------------------

 

![](media/image59.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 11.   | Select the desired entry.                                    |
|       |                                                              |
|       | Click **22**.                                                |
|       |                                                              |
|       | ![](media/image60.png){width="0.15833333333333333in"         |
|       | height="0.15in"}                                             |
+-------+--------------------------------------------------------------+

 

![](media/image61.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 12.   | Navigate to the applicable field(s) and make any necessary   |
|       | changes.                                                     |
|       |                                                              |
|       | Click the **Local Tax Data** tab.\                           |
|       | ![](media/image62.png){width="0.8916666666666667in"          |
|       | height="0.16666666666666666in"}                              |
+-------+--------------------------------------------------------------+

 

![](media/image63.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 13.   | Navigate to the applicable field(s) and click or drag as     |
|       | necessary to select the field(s).                            |
|       |                                                              |
|       | Select the **Locality** field.                               |
+-------+--------------------------------------------------------------+
| 14.   | Enter the desired information into the **\*Locality** field. |
|       | Enter \"**426540**\".                                        |
+-------+--------------------------------------------------------------+

 

![](media/image64.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 15.   | Modify information on all Tax pages as necessary.            |
|       |                                                              |
|       | Click the **Save** button.\                                  |
|       | ![](media/image24.png){width="0.425in"                       |
|       | height="0.13333333333333333in"}                              |
+-------+--------------------------------------------------------------+
| 16.   | The changes to the Employee\'s Tax Withholding are           |
|       | completed.                                                   |
|       |                                                              |
|       | **End of Procedure.**                                        |
+-------+--------------------------------------------------------------+

## Stopping an Employee\'s Tax Withholding

#### Procedure

The following steps detail the procedure for stopping an employee\'s tax
withholding information in EHRP.

**PLEASE SEE YOUR CSR TO STOP TAXES.**

 

![](media/image33.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 1.    | Click the **Compensate Employees** link.\                    |
|       | ![](media/image3.png){width="1.25in" height="0.125in"}       |
+-------+--------------------------------------------------------------+
| 2.    | Click the **Maintain Payroll Data (USF)** link.\             |
|       | ![](media/image4.png){width="1.3583333333333334in"           |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+
| 3.    | Click the **Use** link.\                                     |
|       | ![](media/image34.png){width="0.3in" height="0.125in"}       |
+-------+--------------------------------------------------------------+
| 4.    | Click the **Employee Tax Data** link.\                       |
|       | ![](media/image35.png){width="0.8833333333333333in"          |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+

 

![](media/image36.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 5.    | Click in the field in which you want to search.              |
|       |                                                              |
|       | Click in the **Name** field.                                 |
+-------+--------------------------------------------------------------+
| 6.    | Enter the desired information into the **Name** field. Enter |
|       | \"**Winter**\".                                              |
+-------+--------------------------------------------------------------+
| 7.    | Click the **Search** button.\                                |
|       | ![](media/image9.png){width="0.5166666666666667in"           |
|       | height="0.19166666666666668in"}                              |
+-------+--------------------------------------------------------------+
| 8.    | Select the desired entry.                                    |
|       |                                                              |
|       | Click **WINTER,CHRIS**.                                      |
|       |                                                              |
|       | ![](media/image65.png){width="1.6166666666666667in"          |
|       | height="0.15833333333333333in"}                              |
+-------+--------------------------------------------------------------+

 

![](media/image66.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 9.    | Click the **Add a new row at row 1** button to insert a new  |
|       | row.                                                         |
|       |                                                              |
|       | ![](media/image28.png){width="0.20833333333333334in"         |
|       | height="0.15833333333333333in"}                              |
+-------+--------------------------------------------------------------+
| 10.   | Click the **Choose a date** button.\                         |
|       | ![](media/image12.png){width="0.15in" height="0.15in"}       |
+-------+--------------------------------------------------------------+

 

![](media/image67.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 11.   | Select the desired entry.                                    |
|       |                                                              |
|       | Click **29**.                                                |
|       |                                                              |
|       | ![](media/image68.png){width="0.15833333333333333in"         |
|       | height="0.15in"}                                             |
+-------+--------------------------------------------------------------+

 

![](media/image69.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 12.   | Click the **State Tax Data 1** tab.                          |
|       |                                                              |
|       | Mark the radio button as appropriate.                        |
|       |                                                              |
|       | ![](media/image70.png){width="0.9416666666666667in"          |
|       | height="0.14166666666666666in"}                              |
+-------+--------------------------------------------------------------+
| 13.   | Click the **State Tax Data 2** tab.                          |
|       |                                                              |
|       | Clear the radio button of **Exempt** as appropriate. **You   |
|       | will need to contact your CSR to claim EXEMPT.**             |
|       |                                                              |
|       | ![](media/image71.png){width="0.95in" height="0.15in"}       |
+-------+--------------------------------------------------------------+
| 14.   | Click the **Local Tax Data** tab.                            |
|       |                                                              |
|       | Clear all fields and mark all radio buttons as **Not         |
|       | Applicable** or **None** as appropriate.                     |
|       |                                                              |
|       | ![](media/image72.png){width="0.8833333333333333in"          |
|       | height="0.15in"}                                             |
+-------+--------------------------------------------------------------+
| 15.   | Click the **Save** button.\                                  |
|       | ![](media/image24.png){width="0.425in"                       |
|       | height="0.13333333333333333in"}                              |
+-------+--------------------------------------------------------------+
| 16.   | The procedure required for stopping an employee\'s tax       |
|       | withholding information in EHRP is completed.                |
|       |                                                              |
|       | **End of Procedure.**                                        |
+-------+--------------------------------------------------------------+

# General Deductions

HR staff must enter information into the General Deduction Data page in
the Maintain Payroll Data area of the system for purposes of the payroll
interface.

This section is primarily concerned with the steps involved in entering
information on the General Deduction Data page. This section contains
three procedures. The first corresponds with starting general
deductions, the second pertains to changing general deductions and the
third is related to stopping general deductions.

NOTE: Fields that are not required are not listed within the procedure.
Optional fields that an end-user may choose to complete are not
detailed.

**General Deduction Data Page**

**Start**

1.Insert row if necessary

2.Enter Effective Date

3.Enter general deduction data

**Change**

1.Insert row

2.Enter Effective Date

3\. Modify general deduction data

Note: A Change to a CFC requires a stop and then a start.

**Stop**

1.Insert row

2.Enter Effective Date

3.Enter Deduction End Date

## Starting an Employee\'s General Deductions

**[Introduction]{.underline}**

HR staff must enter information into the General Deduction Data page in
the Maintain Payroll Data area of the system for purposes of the payroll
interface.

This section is primarily concerned with the steps involved with
starting general deductions.

NOTE: Fields that are not required are not listed within the procedure.
Optional fields that an end-user may choose to complete are not
detailed.

**General Deduction Data Page**

**Start**

1.Insert row if necessary

2.Enter Effective Date

3.Enter general deduction data

#### Procedure

The following steps detail the procedure for starting an Employee\'s
General Deductions.

 

![](media/image2.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 1.    | Click the **Compensate Employees** link.\                    |
|       | ![](media/image3.png){width="1.25in" height="0.125in"}       |
+-------+--------------------------------------------------------------+
| 2.    | Click the **Maintain Payroll Data (USF)** link.\             |
|       | ![](media/image4.png){width="1.3583333333333334in"           |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+
| 3.    | Click the **Use** link.\                                     |
|       | ![](media/image5.png){width="0.3in" height="0.125in"}        |
+-------+--------------------------------------------------------------+
| 4.    | Click the **General Deduction Data** link.\                  |
|       | ![](media/image73.png){width="1.1in" height="0.125in"}       |
+-------+--------------------------------------------------------------+

 

![](media/image74.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 5.    | Click the **Search By** list.\                               |
|       | ![](media/image75.png){width="0.13333333333333333in"         |
|       | height="0.14166666666666666in"}                              |
+-------+--------------------------------------------------------------+
| 6.    | Select the desired entry.                                    |
|       |                                                              |
|       | Click **Name**.                                              |
|       |                                                              |
|       | ![](media/image76.png){width="0.6416666666666667in"          |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+

 

![](media/image77.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 7.    | Enter the desired information into the **Name** field. Enter |
|       | \"**Winter**\".                                              |
+-------+--------------------------------------------------------------+
| 8.    | Click the **Search** button.\                                |
|       | ![](media/image9.png){width="0.5166666666666667in"           |
|       | height="0.19166666666666668in"}                              |
+-------+--------------------------------------------------------------+
| 9.    | Select the desired entry.                                    |
|       |                                                              |
|       | Click **WINTER,FRED**.                                       |
|       |                                                              |
|       | ![](media/image78.png){width="0.7166666666666667in"          |
|       | height="0.15in"}                                             |
+-------+--------------------------------------------------------------+

 

![](media/image79.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 10.   | NOTE: If there is previous data in the page, insert a row in |
|       | the **General Deduction** Box.                               |
|       |                                                              |
|       | Enter the desired information into the **\*Deduction Code**  |
|       | field. Enter \"**ALOT1**\".                                  |
+-------+--------------------------------------------------------------+

  ----------------------------------------------------- -----------------------------------------------------------------
  ![](media/image8.png){width="0.22916666666666666in"   The Look Up icon represents a look-up prompt. Clicking this
  height="0.22916666666666666in"}                       button will allow you to look up all possible entry options for
                                                        this field.

  ----------------------------------------------------- -----------------------------------------------------------------

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 11.   | Click the **Calendar icon** button.\                         |
|       | ![](media/image12.png){width="0.15in" height="0.15in"}       |
+-------+--------------------------------------------------------------+

  ------------------------------------------------------ -----------------------------------------------------------------
  ![](media/image13.png){width="0.22916666666666666in"   The Calendar icon represents a date prompt. Clicking this button
  height="0.22916666666666666in"}                        will produce a pop-up calendar for reference. To select a
                                                         specific date from the pop-up calendar as the field entry, simply
                                                         click on the date. Use the arrows to move through the months and
                                                         years.

  ------------------------------------------------------ -----------------------------------------------------------------

 

![](media/image80.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 12.   | In the **Deduction Details** area of the page, enter the     |
|       | **Effective Date**.                                          |
|       |                                                              |
|       | Click **22**.                                                |
|       |                                                              |
|       | NOTE: Two actions cannot have the same effective dates. For  |
|       | example, the coverage will terminate at midnight on Day 1    |
|       | and the new effective date will begin at 12:01 AM on the     |
|       | following day.                                               |
|       |                                                              |
|       | ![](media/image81.png){width="0.15833333333333333in"         |
|       | height="0.15833333333333333in"}                              |
+-------+--------------------------------------------------------------+
| 13.   | If making a Combined Federal Campaign deduction, make the    |
|       | appropriate entry in the **Distribution Cd** (Code) field.   |
|       |                                                              |
|       | NOTE: These are standard OPM-delivered digit codes and are   |
|       | pre-printed on the enrollment form.                          |
+-------+--------------------------------------------------------------+

 

![](media/image82.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 14.   | Click the **\*Deduction Calculation Routine** list.\         |
|       | ![](media/image83.png){width="0.14166666666666666in"         |
|       | height="0.14166666666666666in"}                              |
+-------+--------------------------------------------------------------+
| 15.   | Select the desired entry.                                    |
|       |                                                              |
|       | Click **Flat Amount**.                                       |
|       |                                                              |
|       | ![](media/image84.png){width="1.7166666666666666in"          |
|       | height="0.11666666666666667in"}                              |
+-------+--------------------------------------------------------------+

  ------------------------------------------------------ -----------------------------------------------------------------
  ![](media/image16.png){width="0.22916666666666666in"   NOTE: This entry should be **Flat Amount**, except for National
  height="0.22916666666666666in"}                        Union Dues, wherein the entry should be left as the default,
                                                         **Default to Deduction Table**.

  ------------------------------------------------------ -----------------------------------------------------------------

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 16.   | Enter the desired information into the **Flat/Addl Amount**  |
|       | field. Enter \"**100.00**\".                                 |
+-------+--------------------------------------------------------------+
| 17.   | Press **\[Tab\]**.                                           |
+-------+--------------------------------------------------------------+
| 18.   | Click the **Distribution Information** link if you are       |
|       | entering a TSP loan or allotment.                            |
|       |                                                              |
|       | ![](media/image85.png){width="1.0666666666666667in"          |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+

 

![](media/image86.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 19.   | EFT defaults in the **Payment Method** field.                |
|       |                                                              |
|       | Press **\[Tab\]**.                                           |
+-------+--------------------------------------------------------------+
| 20.   | Enter the desired information into the **Routing Number**    |
|       | field. Enter \"**011000138**\".                              |
+-------+--------------------------------------------------------------+
| 21.   | Press **\[Tab\]**.                                           |
+-------+--------------------------------------------------------------+
| 22.   | Enter the desired information into the **Account Number**    |
|       | field. Enter \"**05767788**\".                               |
|       |                                                              |
|       | NOTE: For TSP Loans, this is provided in the document        |
|       | provided by the Thrift Savings Board.                        |
+-------+--------------------------------------------------------------+
| 23.   | Click the **Account Type** list.\                            |
|       | ![](media/image87.png){width="0.13333333333333333in"         |
|       | height="0.14166666666666666in"}                              |
+-------+--------------------------------------------------------------+
| 24.   | For TSP loans, select **Savings**. For Allotments, select    |
|       | **Savings** or **Checking** for the **Account Type**.        |
|       |                                                              |
|       | Select the desired entry.                                    |
|       |                                                              |
|       | Click **Savings**.                                           |
|       |                                                              |
|       | ![](media/image88.png){width="0.7333333333333333in"          |
|       | height="0.11666666666666667in"}                              |
+-------+--------------------------------------------------------------+
| 25.   | Click the **OK** button to return to the **General           |
|       | Deduction** page.                                            |
|       |                                                              |
|       | ![](media/image89.png){width="0.5166666666666667in"          |
|       | height="0.19166666666666668in"}                              |
+-------+--------------------------------------------------------------+
| 26.   | The procedure to start an Employee\'s General Deductions is  |
|       | completed.                                                   |
|       |                                                              |
|       | **End of Procedure.**                                        |
+-------+--------------------------------------------------------------+

## Changing an Employee\'s General Deductions

**[Introduction]{.underline}**

HR staff must enter information into the General Deduction Data page in
the Maintain Payroll Data area of the system for purposes of the payroll
interface.

This section is primarily concerned with the steps involved with
changing general deductions.

NOTE: Fields that are not required are not listed within the procedure.
Optional fields that an end-user may choose to complete are not
detailed.

**General Deduction Data Page**

**Change**

1.Insert row

2.Enter Effective Date

3\. Modify general deduction data

Note: A Change to a CFC requires a stop and then a start.

#### Procedure

The following steps detail the procedure for changing an Employee\'s
General Deduction.

 

![](media/image2.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 1.    | Click the **Compensate Employees** link.\                    |
|       | ![](media/image3.png){width="1.25in" height="0.125in"}       |
+-------+--------------------------------------------------------------+
| 2.    | Click the **Maintain Payroll Data (USF)** link.\             |
|       | ![](media/image4.png){width="1.3583333333333334in"           |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+
| 3.    | Click the **Use** link.\                                     |
|       | ![](media/image5.png){width="0.3in" height="0.125in"}        |
+-------+--------------------------------------------------------------+
| 4.    | Click the **General Deduction Data** link.\                  |
|       | ![](media/image73.png){width="1.1in" height="0.125in"}       |
+-------+--------------------------------------------------------------+

 

![](media/image90.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 5.    | Click the **Search By** list.\                               |
|       | ![](media/image91.png){width="0.14166666666666666in"         |
|       | height="0.15in"}                                             |
+-------+--------------------------------------------------------------+
| 6.    | Select the desired entry.                                    |
|       |                                                              |
|       | Click **Name**.                                              |
|       |                                                              |
|       | ![](media/image76.png){width="0.6416666666666667in"          |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+

 

![](media/image77.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 7.    | Enter the desired information into the **Name** field. Enter |
|       | \"**Winter**\".                                              |
+-------+--------------------------------------------------------------+
| 8.    | Click the **Search** button.\                                |
|       | ![](media/image9.png){width="0.5166666666666667in"           |
|       | height="0.19166666666666668in"}                              |
+-------+--------------------------------------------------------------+
| 9.    | Select the desired entry.                                    |
|       |                                                              |
|       | Click **WINTER,FRED**.                                       |
|       |                                                              |
|       | ![](media/image92.png){width="0.725in"                       |
|       | height="0.13333333333333333in"}                              |
+-------+--------------------------------------------------------------+

 

![](media/image93.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 10.   | Place the cursor in the **Deduction Code** field of the      |
|       | deduction that is to be changed, if necessary.               |
|       |                                                              |
|       | Click the **Add a new row at row 1** button to insert a new  |
|       | row.                                                         |
|       |                                                              |
|       | ![](media/image28.png){width="0.20833333333333334in"         |
|       | height="0.15833333333333333in"}                              |
+-------+--------------------------------------------------------------+

  ------------------------------------------------------ -----------------------------------------------------------------
  ![](media/image16.png){width="0.22916666666666666in"   NOTE: There may be multiple rows of **Deduction Code** entry. If
  height="0.22916666666666666in"}                        there is uncertainty as to which row is needed, click the **View
                                                         All** link to see all rows at the General Deductions level on a
                                                         single page.

  ------------------------------------------------------ -----------------------------------------------------------------

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 11.   | Click the **Calendar icon** button.\                         |
|       | ![](media/image12.png){width="0.15in" height="0.15in"}       |
+-------+--------------------------------------------------------------+

 

![](media/image94.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 12.   | Select the **Effective Date** of the change.                 |
|       |                                                              |
|       | Click **22**.                                                |
|       |                                                              |
|       | ![](media/image95.png){width="0.175in" height="0.15in"}      |
+-------+--------------------------------------------------------------+

 

![](media/image96.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 13.   | Navigate to the appropriate field(s) and click or drag as    |
|       | necessary to select the data contained in the field(s).      |
|       |                                                              |
|       | Click in the **Flat/Addl Amount** field to select it.        |
+-------+--------------------------------------------------------------+
| 14.   | Edit the field to make the appropriate change as necessary.  |
|       |                                                              |
|       | Press **\[Delete\]**.                                        |
+-------+--------------------------------------------------------------+
| 15.   | Enter the desired information into the **Flat/Addl Amount**  |
|       | field. Enter \"**100**\".                                    |
+-------+--------------------------------------------------------------+

 

![](media/image97.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 16.   | Click the **OK** button.\                                    |
|       | ![](media/image98.png){width="0.4083333333333333in"          |
|       | height="0.14166666666666666in"}                              |
+-------+--------------------------------------------------------------+
| 17.   | The procedure to change an Employee\'s General Deduction is  |
|       | completed.                                                   |
|       |                                                              |
|       | **End of Procedure.**                                        |
+-------+--------------------------------------------------------------+

## Stopping an Employee\'s General Deductions

**[Introduction]{.underline}**

HR staff must enter information into the General Deduction Data page in
the Maintain Payroll Data area of the system for purposes of the payroll
interface.

This section is primarily concerned with the steps related to stopping
general deductions.

NOTE: Fields that are not required are not listed within the procedure.
Optional fields that an end-user may choose to complete are not
detailed.

**General Deduction Data Page**

**Stop**

1.Insert row

2.Enter Effective Date

3.Enter Deduction End Date

4\. DO NOT delete the amount of the deduction being stopped.

#### Procedure

The following details the procedure for stopping an Employee\'s General
Deductions.

 

![](media/image2.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 1.    | Click the **Compensate Employees** link.\                    |
|       | ![](media/image3.png){width="1.25in" height="0.125in"}       |
+-------+--------------------------------------------------------------+
| 2.    | Click the **Maintain Payroll Data (USF)** link.\             |
|       | ![](media/image4.png){width="1.3583333333333334in"           |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+
| 3.    | Click the **Use** link.\                                     |
|       | ![](media/image5.png){width="0.3in" height="0.125in"}        |
+-------+--------------------------------------------------------------+
| 4.    | Click the **General Deduction Data** link.\                  |
|       | ![](media/image73.png){width="1.1in" height="0.125in"}       |
+-------+--------------------------------------------------------------+

 

![](media/image74.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 5.    | Click the **Search By** list.\                               |
|       | ![](media/image99.png){width="0.14166666666666666in"         |
|       | height="0.14166666666666666in"}                              |
+-------+--------------------------------------------------------------+
| 6.    | Select the desired entry.                                    |
|       |                                                              |
|       | Click **Name**.                                              |
|       |                                                              |
|       | ![](media/image76.png){width="0.6416666666666667in"          |
|       | height="0.125in"}                                            |
+-------+--------------------------------------------------------------+

 

![](media/image77.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 7.    | Enter the desired information into the **Name** field. Enter |
|       | \"**Winter**\".                                              |
+-------+--------------------------------------------------------------+
| 8.    | Click the **Search** button.\                                |
|       | ![](media/image9.png){width="0.5166666666666667in"           |
|       | height="0.19166666666666668in"}                              |
+-------+--------------------------------------------------------------+
| 9.    | Select the desired entry.                                    |
|       |                                                              |
|       | Click **WINTER,FRED**.                                       |
|       |                                                              |
|       | ![](media/image100.png){width="0.725in"                      |
|       | height="0.14166666666666666in"}                              |
+-------+--------------------------------------------------------------+

 

![](media/image101.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 10.   | Place the cursor in the **Deduction Code** field of the      |
|       | deduction that is to be stopped, if necessary.               |
|       |                                                              |
|       | Click the **Add a new row at row 1** button to insert a new  |
|       | row.                                                         |
|       |                                                              |
|       | ![](media/image28.png){width="0.20833333333333334in"         |
|       | height="0.15833333333333333in"}                              |
+-------+--------------------------------------------------------------+

  ------------------------------------------------------ -----------------------------------------------------------------
  ![](media/image16.png){width="0.22916666666666666in"   Note: There may be multiple rows of **Deduction Code** entry. If
  height="0.22916666666666666in"}                        there is uncertainty as to which row is needed, click the **View
                                                         All** hyperlink to see all rows at the General Deduction level on
                                                         a single page.

  ------------------------------------------------------ -----------------------------------------------------------------

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 11.   | Click the **Calendar icon** button.\                         |
|       | ![](media/image12.png){width="0.15in" height="0.15in"}       |
+-------+--------------------------------------------------------------+

 

![](media/image102.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 12.   | Enter or modify the **Deduction End Date**.                  |
|       |                                                              |
|       | Click **29**.                                                |
|       |                                                              |
|       | NOTE: The legacy pay system will stop the deduction in the   |
|       | pay period that it receives this action.                     |
|       |                                                              |
|       | ![](media/image103.png){width="0.175in" height="0.15in"}     |
+-------+--------------------------------------------------------------+

 

![](media/image104.png){width="5.041666666666667in" height="3.76875in"} 

+-------+--------------------------------------------------------------+
| ##### | ##### Action                                                 |
|  Step |                                                              |
+=======+==============================================================+
| 13.   | Click the **OK** button.\                                    |
|       | ![](media/image105.png){width="0.4083333333333333in"         |
|       | height="0.14166666666666666in"}                              |
+-------+--------------------------------------------------------------+
| 14.   | The procedure for stopping an Employee\'s General Deductions |
|       | is completed.                                                |
|       |                                                              |
|       | **End of Procedure.**                                        |
+-------+--------------------------------------------------------------+