Partial deduction refund

How to process a partial deduction refund.

• Payroll
• Deduction Refund
• Payroll Start and Status
• Earnings and Deductions 

Create a miscellaneous payroll and process the deduction refund function.

1. Go to Payroll Start and Status: Human Resources/Payroll > Payroll > Payroll Processing > Payroll Start and Status
2. Click Start, click Start again and select Miscellaneous in the Run Type drop-down menu.
   1. Define the Warrant, Payroll Check Date, Payroll Begin Date and Payroll End Date. Click Accept, then click Return
3. Click Earnings and Deductions, select Yes to the Payroll Process prompt to verify the appropriate payroll is active
4. Click Add, enter the Employee Number TAB into the Check field and enter 0. 
   1. On the following screen enable the Generate Deduction Refund setting and enter the Refund Pay Type. 
      1. Instructions on how to build the refund pay type included in the Deduction Refund Instructions link
5. Click Accept
6. Search  for the deduction record that will be refunded and click Refund in the menu.
7. Click Return and click Search, click Accept, click the Withholding tab
8. Double-click on the Deduction, click Update and change the Employee Amount to the partial amount to be refunded. Change the Deduction Gross to reflect the partial withholding, click Accept
9. Click Return, click on the Pay tab, the refund Pay will have been updated to reflect the change to the deduction
10. Proceed with the normal payroll processing steps to complete the payroll

Deduction Refund Instructions

When partially refunding gross wages based deductions like FICA, or Medicare, the gross wages must also be adjusted to account for the partial withholding amount.