The Deductions page

What this guide covers

How to take an amount off an employee's pay - a once-off deduction or a fixed amount over several months. You set up deduction types once, then apply a deduction to a person; it then comes off each applicable payroll run.

Who can do what: managing deduction types (and their SimplePay mapping) needs the payroll-group-admin permission; applying a deduction needs the pay-item-manage permission (payroll-group-admin also qualifies). This page is Deductions only - bonuses live on the Bonuses page.

The flow

How a deduction works: 1 set up deduction types once (mapped to their SimplePay item); 2 apply a deduction to an employee - type, amount per month, over how many months (1 = once), with the option to skip a month or cancel; 3 it comes off each applicable payroll run until the months are done, with a progress column. It takes effect immediately with no approval (only recurring bonuses are approved). A one-off is just one month; bonuses are on the Bonuses page; for a paid-out loan with recovery use Advances and Loans.

Setting up deduction types (once)

In Deduction types, add the kinds of deduction you use (e.g. "Staff purchase", "Loan repayment"). Each type can be mapped to its SimplePay item (use Fetch from SimplePay to load the options) so it exports to the right line - see How SimplePay mapping works. You do this once; thereafter you just apply deductions.

Applying a deduction

Click Apply a deduction and set:

Employee and deduction type.
Amount per month.
Over how many months - 1 for a one-off; more for a repayment spread over time.

A deduction takes effect immediately - there is no approval step. (Only recurring bonuses need approval, and those are granted on the Bonuses page.)

The applied deduction shows in the list with the employee, type, amount/month, progress, status and a timeline. Click a month on the timeline to skip it (pauses that month without cancelling the whole thing). You can cancel a deduction too.

What happens on payroll

The amount comes off each applicable payroll run until the scheduled months are complete; the progress column shows how many are left.

Good to know

No approval is needed - a deduction is active as soon as you apply it. (Recurring bonuses are the only pay item that waits for approval.)
One-off vs repayment is just the number of months - there's no separate "once" mode.
Skip a month to pause a deduction (e.g. a tight month) without losing the schedule.
Deduction types are managed here; bonuses are not - grant those on the Bonuses page.
For a salary advance/loan that you pay out and then recover, use Advances & Loans (it tracks the pay-out and the outstanding balance); a plain Deduction just takes money off.

How SimplePay mapping works - mapping a deduction type to its SimplePay item.
The Bonuses page � Advances & Loans - the other variable-input pages.
Running monthly payroll (myWork ? SimplePay) - where deductions are applied.