Deductions — User Guide

Deductions — User Guide

Module: HR Payroll
Audience: Payroll administrators, HR managers
Version: 1.0.0
Last updated: 2026-07-22


Overview

Deductions is the monthly spreadsheet where you enter salary deduction amounts for each employee before creating a pay slip run. The columns on this screen come from the deduction types you configure under Payroll → Settings → Salary deductions list.

Complete this screen after Manage employees and before creating a pay slip run for the month.

Prerequisites

  • Permission: Deductions → View (open the screen). Create or Edit to save.
  • Deduction types configured: Payroll → Settings → Salary deductions list (at least one row with code/description, rate, and basis).
  • Employees must exist on Manage employees.

Step-by-step: Open and review the deductions spreadsheet

  1. Go to Payroll → Deduction manage.
  2. The page opens on the current month with one row per eligible employee.
  3. Scroll horizontally to see deduction columns (one per configured deduction type).
  4. Read-only identity columns: employee number, name, department.

Expected result: Handsontable grid with employee rows. The save button reads Submit (first save) or Update (data already exists).

Step-by-step: Filter employees

  1. Set Month to the payroll period you are working on.
  2. Optionally filter by Department, Role, or Staff (multi-select).
  3. Wait for the grid to reload.

Tip: Confirm the month picker before saving — the save action uses the selected month.

Step-by-step: Enter deduction amounts

  1. Click deduction cells and enter amounts (numeric).
  2. New rows may show default values from the deduction type rate in settings — adjust as needed.
  3. Click Submit or Update.

Expected result: Success message; deduction data is stored for that month and used when you create a pay slip run.

Key fields

Area Examples
Identity Employee number, name, department (read-only)
Deduction columns One column per deduction type from settings (e.g. loan repayment, union dues)
Month Controlled by the month filter (stored as first day of month)

Common issues

Symptom Likely cause What to do
No deduction columns No types in settings Add rows under Payroll → Settings → Salary deductions list
Cannot see all employees View own permission only Request Deductions View (global)
Pay slip shows wrong deductions Wrong month or missing data Re-check month filter; save before creating run
New deduction type missing from grid Settings changed after save Refresh page; re-enter values for the month
Column header shows (gross) or (fixed_amount) Basis type from settings Enter explicit amount or rely on payslip auto-calculation at run time

Related features

  • Payroll → Settings → Salary deductions list — defines deduction types and default rates
  • Payroll → Settings → Payroll columnsTotal Deductions and per-type columns on payslips
  • Payroll → Pay slips — consumes deduction values when creating a run
  • Payroll → Manage employees — prerequisite employee master data

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