Withhold deductions and recover at a later date

Overview

This feature lets you add deductions to an employee’s profile without taking them from their pay. The system records the amount owed, and when you’re ready, you can recover it via a direct debit file.

How to set up the deduction

1. Hover over Setup and click Team Manager.
2. Find the employee.
3. Open their Payroll tab.
4. Add the deduction as usual in either Regular Deductions or Other Deductions.
5. If added under Regular Deductions, tick Exclude from pay before saving.
6. If added under Other Deductions, select Yes in the Exclude from pay field before saving.
7. Process the pay as normal. The excluded deduction will not appear on the payslip.

How to view the total amount owed

1. Hover over Payroll and click Payments, Allowances and Deductions.
2. Adjust the filters and select Paid (Excluded) from the Status filter.

How to deduct the amount owed

1. Follow the steps in How to view the total amount owed.
2. Click Direct debit at the top left.
3. Import the file into your internet banking and follow your bank’s instructions.