Entering Discretionary Allotments

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Entering Discretionary Allotments

To enter discretionary allotment data, select the Payroll Documents menu group.
Select the Discretionary Allotments component. The Discretionary Allotments page - Find an Existing Value is displayed. The information on this page allows the user to locate an existing employee to enter or change a discretionary allotment.

Discretionary Allotments - Find an Existing Value — Figure 16: Discretionary Allotments - Find an Existing Value

Enter the search criteria.
Select the Search button. The Discretionary Allotment page is displayed.

Discretionary Allotment Page

Complete the fields as follows:

Field	Description/Instruction
Name	Populated from the Empl ID.
Empl ID	Populated from the search criteria entered. The employee name is displayed based on the Empl ID.
Record	Displays the number of records for the employee.
SSN	Populated from the search criteria entered. The employee SSN is displayed based on the Empl ID.

Complete the Discretionary Allotment fields as follows:

Field	Description/Instruction
Effective Date	Enter a date or select a date from the calendar icon. This is the date on which a table record becomes effective; the date that an action begins. This date also determines when to view or change information.
Pay Period	Populated with the pay period that corresponds to the effective date.
Date Entered	Populated with the date the transaction was entered.
User ID	Displays the system identifier and name of the individual who generates the transaction.
Transaction Status	Defaults to In Progress and reflects that status of the transaction. The transaction status will change when the transaction is saved, in suspense, or resent to PPS.

Complete the Allotment Data field as follows:

Field	Instruction
Transaction Type	Select the applicable transaction type from the drop-down list. The valid values are Add, Change, and Delete.
Allotment #	Enter the number that identifies the individual allotments. Maximum number of allotments allowed is 99.
Allotment Amount	Enter the monthly amount of the allotment in dollars and cents. PPS divides this monthly amount by two to determine the bi-monthly deduction.

Complete the Payment Method fields as follows:

Field	Instruction
Account #	Enter the account number for the savings or checking account to which the allotment amount is sent.
Checking	Check the box if the discretionary allotment check should be mailed to an address. If this box is checked, the page will expand for the entry of an address.
Direct Deposit	If direct deposit is checked, complete the EFT information.
Additional information regarding payment details	Enter any additional information regarding the payment.

At this point, the following options are available:

Step	Description
Select the Save button	Saves the new data entered.
Select the Return to Search button	Returns the user to the applicable page to search for another record.
Select the Previous in List button	Returns to the previous person in the list.
Select the Next in List button	Advances to the next person in the list.
Select the Notify button	Notifies the next individual in the workflow.