Payroll Deduction Employer Setup

Note: To access this function, users need the authority, "Payroll Deduction Setup," (Company Configuration group).

The Payroll Deduction Employer Setup functionality is used to add employers for which Payroll Deduction is supported.

Add an Employer

To add an employer:

• Employer Name: The name of the employer who is facilitating the payroll deduction. For example, Tri- Valley is offering payroll deduction auto policies through the ABC Company. Here you would enter "Tri- Valley" as the employer's name. Tri- Valley is the employer making the payroll deduction.

• Payroll Deduction: Select from the combo list: Weekly, Bi- Weekly or Monthly. (Note: This can be configured on a per implementation basis.) This indicates how the employer has their payroll cycle set up.

• Reporting Medium: Select "Electronically" or "Paper Statement" from the combo list. If "Electronically" is chosen, "Create Payroll Deduction Files," (Diamond Administration / Billing) is used to generate an export file to be sent to the employer. If "Paper Statement" is chosen, a report is run to show what employees require a deduction to be made.

• Group Number: The unique identifier number associated with the employer; this is a three (3) digit number.

• Employer Abbreviation: This is the prefix that is automatically assigned to the employee id number. So for an example, if Tri- Valley is doing the payroll deduction, you would enter "Tri" here. When making an employee payment and your employee number is 2244, the employee id number would be: "Tri2244."

• Payroll Deduction Filename: This is the name of the payroll deduction file that is generated through the "Create Payroll Deduction Files" in Diamond Administration / Billing.

When finished, click Save. The employer's information is added to the Grid View on the setup screen.

Edit an Employer

To edit an employer:

1. Highlight the employer in the Grid View.

2. Select Edit or double click the employer.

3. When the Edit Employer screen displays, make the appropriate changes.

4. Click Save.

Changes are retained.

Delete an Employer

Note: You should never delete an employer who is "Actively" participating in Payroll Deduction unless you are absolutely certain all payroll deductions for all employees have been completed. If you have made a mistake during the initial implementation of Diamond, you can use the Delete option to remove the employer and start by using the Add option.

 To delete an employer:

1. Highlight the employer in the Grid View.

2. Select Delete.

3. Click OK to the validation screen: "Employer has been deleted." The employer is removed from the Grid View.

4. Click Save.