Issue/Symptom/Question

What is the procedure for managing shared limit deductions if the enhancement is implemented during the year?

Applies To

• 20.5 and up
• Payroll Module
• Master Deductions window
• Voluntary Deductions window
• Managing shared limit deductions

Resolution/Fix/Answer

• Deduction amounts associated with a deduction number in a payroll year will be counted toward a shared limit regardless of when the shared annual limit is setup
• Deduction amounts processed before configuration of a shared limit group will count toward the shared limit even if those processed amounts result in the limit being exceeded
• PENTA will not refund deduction amounts in excess of a shared limit which accrued prior to configuration of the shared limit
• Since deductions with limits cannot be linked to a primary deductions, users interested in combined limit deduction functionality will need to:
  1. Review existing trigger deduction setup
  2. Evaluate whether the existing triggering deductions will be primary deductions for a linked group
  3. If yes, all they have to do is link other deductions to those primary deductions
  4. If no, they will need to remove non-primary deductions as triggering deduction from any/all other deductions, remove the annual limit from the non-primary deduction, define combined limit deductions, and assign the primary of the group as triggering deduction (in place of the previous triggering deduction which now cannot be used if it is linked to a primary).