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Administrator Guide
Last Updated: 2023-06-23
Example: Enable a Voluntary Deduction for Self Service

Example: Enable a Voluntary Deduction for Self Service

This example illustrates how to enable a deduction for election through employee self-service.
You want to enable workers to make donations to Global Charity twice a year.
  • Create the deduction for the charitable contribution named My Charity.
  • Create a custom worktag type called Giving Cause.
  • Security:
    Set Up: Payroll
    domain in Core Payroll functional area.
  1. Access the
    Maintain Voluntary Deduction Configurations
    task.
  2. From the
    Country
    prompt, select
    United States of America
    .
  3. Click
    OK
    .
  4. Add 2 rows and enter these settings for the 2 election periods:
    Deduction
    Worktag Type
    Help Text
    Earliest Visible Date
    Latest Visible Date
    Earliest Take Effect Date
    Latest Take Effect Date
    Value Type
    Calculation
    Maximum
    My Charity
    Giving Cause
    Enter a deduction by January 31.
    January 1 of current year
    January 31 of current year
    February 1 of current year
    June 30 of current year
    Percent
    Base (unprorated)
    0.1
    My Charity
    Giving Cause
    Enter a deduction by July 31.
    July 1 of current year
    July 31 of current year
    August 1 of current year
    December 31 of current year
    Percent
    Base (unprorated)
    0.1
  5. Click
    OK
    .
Workers can now use the
Voluntary Deductions
self-service report to elect the Global Charity charitable contribution, and select a specific cause from the
Purpose
prompt.
Workday processes the deduction as an adjustment on the worker's pay result.
Enable access to the
Voluntary Deductions
report for workers:
  • Configure the
    Self-Service: Payroll (My Voluntary Deductions)
    security policy in the Core Payroll functional area.
  • Add the
    Voluntary Deductions
    report to the workers'
    Pay
    dashboard menu. Also add it to the
    Pay
    profile group of the worker profile.