How_do_I_remove_an_allocation_

How do I remove an allocation?

Remove an allocation from an employee position. .


Deleting an allocation

1. Open Connect Payroll > Employees > Modify Existing Employees.

2. Use the Employee field to enter an employee name or number. Press Enter.

3. Click to select the Positions tab.

4. Use the pane on the Positions tab to select the position that you want to update.

5. Click to select the Allocations subtab.

6. Use the Allocation table to select the allocation that you want to delete.

7. Use the toolbar on the Allocations tab to click Delete the Selected Allocation.

8. Adjust the percent on the remaining allocations to total 100%.

Note: The total percent for the employee's allocations must equal 100.00% or you won't be able to save the allocation changes.

The allocation is deleted.

    • Related Articles

    • Employee allocation method

      Select how payroll will distribute the employee's portion of the pay code amount. The employee's portion will use the employee allocations from the employee position or the employee pay code to allocate the pay code amount. If the allocations on the ...

    • Employer allocation method

      This is how the payroll will allocate the employer's portion of the pay code. The employer's portion will use the employee allocations from the employee position allocations or the employee pay code to allocate the pay code amount. If the allocations ...

    • Error: Allocation method isn't correct

      Issue I'm calculating a check (or a benefit) and there's an error message that says the allocation method isn't correct. How do I fix this? Explanation Most of the time the allocation method error is related to the GL accounts that have been set up ...

    • Error: Payment allocation method (14m38s)

      Issue Warning: Employee allocation method does not match employee set up. This warning displays when the employee pay code settings do not match the employee pay code setup. In other words, a gross type pay code is using a partial GL account instead ...

    • What is manual allocation mode?

      Use Manual Allocation Mode (Shift+F11) to distribute a billing adjustment to multiple tax entities. If the amount allocated to a single tax period is less than the total transaction amount, the system will prompt you to choose one of the follow ...