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: Payrolldomain in Core Payroll functional area.
- Access theMaintain Voluntary Deduction Configurationstask.
- From theCountryprompt, selectUnited States of America.
- ClickOK.
- Add 2 rows and enter these settings for the 2 election periods:DeductionWorktag TypeHelp TextEarliest Visible DateLatest Visible DateEarliest Take Effect DateLatest Take Effect DateValue TypeCalculationMaximumMy CharityGiving CauseEnter a deduction by January 31.January 1 of current yearJanuary 31 of current yearFebruary 1 of current yearJune 30 of current yearPercentBase (unprorated)0.1My CharityGiving CauseEnter a deduction by July 31.July 1 of current yearJuly 31 of current yearAugust 1 of current yearDecember 31 of current yearPercentBase (unprorated)0.1
- ClickOK.
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 theSelf-Service: Payroll (My Voluntary Deductions)security policy in the Core Payroll functional area.
- Add theVoluntary Deductionsreport to the workers'Paydashboard menu. Also add it to thePayprofile group of the worker profile.