To access the Accrual and Deduction Types master data, go to HR & Payroll > Master Data > Accrual and Deduction Types. This master data is available only if the HR and Payroll module is enabled.

Generally, the company uses multiple deduction and accrual types for calculation of payroll, vacations, and sick leaves. Examples of accrual types are various components of compensation the employees get in return for their work: salary or wages, commissions paid on sales, overtime pay, housing allowances, and so forth. An example of deduction could be a medical insurance purchased through the entity. 

The Payroll Tax and Contribution types of payroll components are available if the Payroll Taxes and Contributions Accounting option is selected on the Administration > Settings > Taxes  form.

The Accruals and Deductions Types list

Initially, there are some default accrual and deduction types that are arranged in two predefined groups: Accruals and Deductions.  As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Working with the item list.

The accrual, deduction types, payroll tax and contribution types can be arranged using groups (folders). 

The toolbar buttons

To add a new object, a type of accruals or deductions, payroll tax, or contribution, click the Create button on the toolbar. For details, refer to Adding an Accrual or Deduction type or to  Adding a Payroll Tax or Contribution Type.

To edit an existing type, double-click the line with its name or click the line and then click More on the toolbar and Edit from the drop-down list. You can add any number of deduction, accrual, payroll tax, or contribution types. 

As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Working with the item list.  

Creating a Group of Accrual or Deduction Types

The hierarchy structure is built using the Create Group button on the toolbar. Click the button to open the Accrual and Deduction Types (create folder) form.

The "Accrual and Deduction Types (create folder)" form

To create a group, enter its description. If the created group is a subgroup of another (parent) group, specify the parent group in the Folder field.

Click Save to save the new group or the Save and close button to save the group and close the form.

Then, you can populate the group by creating new accrual or deduction types or by using drag and drop of existing types from existing folders.

See also