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Administrator Guide
Last Updated: 2023-06-23
Example: Set Up Custom Worktags for Voluntary Deductions

Example: Set Up Custom Worktags for Voluntary Deductions

This example illustrates how to set up a custom worktag to classify employee voluntary deductions.
You're setting up a voluntary deduction for a charity called Way to Give. The charity enables contributors to direct their contributions to a particular cause. You want to enable workers to select the cause when they create their voluntary deductions.
  1. Access the
    Enable Custom Worktags
     task.
    Security:
    • Set Up: Enable Worktags
       domain in the Common Financial Management and Worktags functional areas.
    • Set Up: Payroll - Company Specific (Accounting)
       domain in the Core Payroll functional area.
  2. In an unused row, select
    Custom Worktag is Enabled
    .
  3. In the
    Worktag Name
     field, enter
    Giving Cause
    .
  4. From the
    Worktag Usage
     prompt, select
    Payroll
    .
  5. Click
    OK
    , and then click
    Done
    .
  6. Access the
    Maintain Custom Worktag Values
     report.
    Security:
    • Set Up: Maintain Custom Worktags
       domain in the Common Financial Management and Worktags functional areas.
    • Set Up: Payroll - Company Specific (Accounting)
       domain in the Core Payroll functional area.
  7. From the
    Custom Worktag Type
     prompt, select
    Giving Cause
    .
  8. Add a row for each of these giving causes:
    • Animal Rescue
    • Clean Water
    • Disaster Fund
    • Literacy
    • Medical Outreach
  9. Click
    Done
    .
When you configure the voluntary deduction for Way to Give, select the worktag type
Giving Cause
. Workers will see a
Purpose
 prompt when they add new voluntary deductions for Way to Give.