How To: Setup a Goal Amount on an Employee Deduction
Once a deduction has been added and saved on the employee record, a Goal Amount can be added. Goals will automatically stop the deduction once the amount is reached. This functionality is typically applied to garnishments, loans, or pledge amounts (like annual campaigns and United Way funds).
On the employee's deduction, scroll to the Goal section and toggle the Goal button to Enabled
This will open up the Goal section.
On the right side, select the three dot ellipsis and choose Change Amounts
Enter the Goal Amount (total to be deducted).
Additional fields can be updated if the goal should be reset and taken multiple times.
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