How can I set up a benefit code with an offsetting deduction in Canadian Payroll integrated with Human Resource?
1. Verify the Payroll View for Human Resources Box is marked for each user in the User Setup window (Setup | System | User) before you begin to setup or assign any new codes. This will ensure the integration works properly.
2. Setting up the Benefit/Deduction Pay Code (Human Resource Side):
a. Go to Setup | Human Resources | Benefits/Deductions. Select the Account type you wish to setup. In this example, Cash Accounts will be used.
b. Setup all of the required information in this window (Cash Accounts Setup). On version 6.00, you will be required to enter an amount for the Employee and the Employer portions. On version 7.0 and 7.5, the functionality has changed in that you can leave the value at $0.00 if desired. However, for both a benefit and deduction to be created, you will need an amount in both the Employee and Employer portions.
c. Once you have entered all of the information, click Save.
d. You will be asked if you would like to setup the corresponding codes in Payroll to complete the integration. Click Yes.
3. Setting up the Deduction Pay Code (Canadian Payroll Side):
a. The Payroll Deduction Pay Code Setup - Canada window will now open. You will receive a message, "these changes must be saved in the Payroll Deduction Pay Code Setup - Canada window before they can take affect in Human Resources with integration to Payroll", click OK through the message.
b. Verify that all items in the Payroll Deduction Pay Code Setup - Canada window are correct. You will need to enter the Account number (Credit) for this Pay Code. The amount in the Employee portion of the Cash Accounts Setup window will default into the Amounts window for the Deduction Pay Code Setup. Click Save.
4. Setting up the Benefit Pay Code (Canadian Payroll Side):
a. The Payroll Benefit Pay Code Setup - Canada window will open. You will receive a message, "these changes must be saved in the Payroll Benefit Pay Code Setup - Canada window before they can take effect in Human Resources with Integration to Payroll", click OK through the message.
b. Enter the Account Number (Debit) for this Pay Code.
c. Use the Offsetting Deduction Pay Code lookup to select the Deduction Pay Code you have just setup.
d. Verify that all items are correct in this window. The amount entered in the Employer portion of the Cash Accounts Setup window will default into the Amounts window for the Benefit Pay Code Setup. Click Save.
That completes setting up the Human Resources Cash Account, Payroll Benefit Pay Code and Payroll Offsetting Deduction Pay Code.
You can now assign the codes to the appropriate employee's beginning in the Human Resources Enrollment Sign up window (Cards | Human Resources | Employee Benefits | Cash Accounts).
This article was TechKnowledge Document ID: 32287