Create Combined Employee and Employer Deduction Limit

What is the best setup for a deduction that has a combined limit between Employee and Employer contributions?

• Deduction and Benefit Master

• Employee Deductions

• Employee Accumulators

The Deduction will need to be set up with a Limit Type of R - CALENDAR COMBINED EMPE & EMPR.  The combined limit will then need to be defined in the Empe Limit field of Employee Deductions or Deduction and Benefit Master.

1. Navigate to Deduction and Benefit Master (Payroll > Payroll Setup > Deduction and Benefit Master).

2. Search for the deduction that needs the updated limit setup.

3. Select Update.

4. In the Limit Type field, select R - CALENDAR COMBINED EMPE & EMPR.

5. Define the desired combined limit in the Empe Limit field.

6. Select Accept in the top ribbon to save changes.

   1. If the Limit is not yet defined in Employee Deductions, you will need to also update the limit in the Empe Limit field.

Additionally, you will want to ensure the Deduction is setup for both Employee and Employer contributions, if you have not already.

1. While still in Deduction and Benefit Master (Payroll > Payroll Setup > Deduction and Benefit Master).

2. Search for the deduction that needs the updated setup.

3. Select Update.

4. From the Empe/Empr field in the Main tab, select 3 - BOTH PAY.

5. Select Accept in the top ribbon to save changes.

As with all deductions, if a Limit is defined in the Deduction and Benefit Master, it will populate these values whenever adding this deduction to an employee within Employee Deductions.  If you do not wish to have this value auto-populate, leave the Deduction and Benefit Master Empe Limit field undefined, which will require you to enter individual limits in Employee Deductions when adding.