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How to generate recurring payroll deduction amounts

Learn how to deduct a specific amount of money from a resource’s paycheck every time you run payroll in RB8 for a defined date range.

Jason Yee, OMTI Client Support Manager, shows you how to set up recurring payroll deductions in this instructional video.

  1. In RB8, click Setup > Resources.
  2. In the Search Critera pane, enter the resource’s name and click Search.
  3. In the results grid, double-click the resource.
  4. In the Resource window, click Pay Info and enter the following information:
    • Recurring Amount – Enter the amount you want to regularly deduct as a negative number.
    • Recurring From – Enter the date you want to start deducting the amount.
    • Recurring To – Enter the end date for deducting the recurring amount.
  5. Click Save and Close.
  6. Click Payables > Pay Adjustments. Pay Date defaults to the next pay date. Change the date if needed.
  7. Right-click on the grid and select Generate Recurring Deductions. Any recurring deductions that apply to the selected Pay Date appear.

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