Introduction 00:00

Welcome to Deltek University’s Learning Zone, for users on Deltek Costpoint. I am Debbie Hofheimer and I have been working with Costpoint since 1997.I’ll be your instructor for this training. In this Learning Video, you are able to view specific topics by selecting the Index Tab and choosing the desired subject.

Learning Objectives 00:30

Regarding garnishments, we're going to talk about the different types of garnishments and then we're going to go through the necessary screens all of these screens right here for garnishments and how what's required of each screen.

Garnishment Types 00:47

Let's talk about some of the different types of garnishments that you can see in Costpoint. We have Medical Support Orders, if you need them. We have Child Support garnishments. We have Creditor Debt. We have Federal Tax Levies State also State Tax Levies, Student Loan. We also have alimony if you need a garnishment for alimony. There's a typical type of garnishment.

These are all the different types that you may need to set up and you might have others that you might need to set up and Costpoint and that can be done.

For today we're going to hang out of course in the People module. And in, mainly the Payroll area. However, we are going to move over to the employee section. When we come to talk about the Manager Employee Garnishment screen what I kind of call the heart of Garnishments in a way. And all in Payroll. We have the Garnishment area set up and another important aspect of garnishments are the Deductions and the proper Deduction types being assigned to garnishments.

Let's take a look at Costpoint, right now. And let's go through the garnishments and what's needed for garnishments we're going to start with the managed deduction screen. Okay so, in Costpoint, we'll go to deductions, and then manage deductions. This is the screen I wanted to talk about. So, before you were able to set up a garnishment for use in the garnishments area of payroll. You need to set up your deduction codes that are going to be used for garnishments, the deduction code must have a specific type here. That is for use in the garnishment area, and those types are scattered throughout this little lookup area.

You can use the Admin Fee garnishments and Admin Fee Court orders. You can do the the garnishment area here, Child Support here, that is one Child Medical Support is another. Creditor Debt is another deduction type for garnishment and Federal Tax Levy is another. There are quite a few. As I mentioned before, scattered throughout State Levy, is another Student Loan is also another. And I believe those are it. So at any rate this Bankruptcy might be one as well. I just haven't, I believe that it might be newly added.

These are the types that you would have to assign to a particular deduction code that you set up. When you do assign these types one of these types to a deduction code, it allows it to be seen in the garnishment area. It's also important to point out that there are two deduction methods that are for use with the garnishment deduction types. And the two methods are let me just show you in here by opening this up is the percent of court order. That's what this one is. And the second one is percent of disposable income. Percent of court order is used when the deduction type is admin fee court orders, and this method is going to take the percentage entered here to use for administrative fees, the percent of disposable income. This method is used for garnishments or tax levies to determine the portion of wages that is allocated to the courts.

Now, let me show you an example of one of these creditor debt garnishment just a generic creditor debt, and the deduction type, that's been chosen is creditor debt, and with it the deduction computation method is set 2% of disposable income. So this is just an example of a quick little setup for the creditor debt garnishment.

Manage Garnishment Recipients 06:15

Now I'd like to show you in the garnishment section here of Costpoint. We're going to take a look at the Manage Garnishment Recipients screen.

The Remittance ID is used to maintain information for agencies to which these court ordered payments have to be sent and it's used, you're going to set up the screen and maintain information in here as needed. So, you create a remittance ID which is an alphanumeric field, give it a description. Notice that these two fields and the agency name also has a red asterisk, which means that it is required to have information in those fields in order to save the record at a minimum, and then you will put in the agency name and information address information, contact information for the person at that address. And if you want to create ap vouchers from payroll, you'll put in the AP vendor address information. You can write comments at any time they'll only be seen in this particular screen. And if you want to combine payments for multiple employees into a single payment to this particular remittance ID, you will check this particular box.

Let me just quickly show you how to set one up, I'll set one up for HENRICO, and we'll say this is HENRICO. We'll say this is Henrico County, Virginia and agency name is county of Henrico and give it an address. Put in contact information for the person at that agency. And then, if I wanted to assign an AP vendor to it, I can by doing by looking up the information, any vendor that setup as a payroll vendor will appear in this particular lookup field. I just chose a vendor, and with it, I'll be able to choose a remittance address that is assigned to that vendor. And again, if I want to combine payments for multiple employees who have orders to remit to this particular remittance ID I can just check that box, and I can make any comments on here. If I want and then just save it.

This recipient ID is going to be used when you assign information to the employees so that it knows where to send the remittance for that particular garnishment that's assigned to the employee. And we'll take a look at that as well.

Manage Federal Tax Levy Exemptions 09:39

Before we do though, I want to talk about the Manage Federal Tax Levy Exemptions. This screen is used to set up weekly federal tax levy exemption amounts and the dates when those amounts become effective. The table here is used when computing a federal tax levy garnishment deduction on the computer payable screen. When the IRS releases new tax levy exemption tables. Remember here it's important to note that the data entered in this screen must be based on weekly amounts. When you execute the compute payroll screen, these exemptions are then converted to the employees payroll frequency.

To enter information in here, you can use look up and choose one of the Federal filing statuses. And then you can hit the New button to enter an effective date, and enter the information that with a standard deduction, the exemption amounts and an exemption amount for 65 years, and or blind, but remember to enter them on a weekly basis. So, these have to be weekly numbers not annual numbers unsaved. And you can always come in here and update existing information. At any time, or add new records as needed.

Manage Minimum Wage 11:44

Now, let's talk about the Manage Minimum Wage screen. This is where you'll enter state minimum wage amounts and the effective dates of each. Costpoint uses this information when determining disposable income for any wage garnishment where the state mandates that the withholding limit is based on a multiple of the state minimum wage. You have to set up, only states. If their minimum wage is different from the federal minimum wage.

You can choose either federal or state minimum wage in each garnishment type sub task on the Manage Employee Garnishment screen. And the way you would set this up is, you would enter the state that you want I'll enter Virginia hit New enter an effective date, and enter the minimum wage assuming it is different from the federal wage, and then save. There I added to an existing record for Virginia.

Summary 13:06

We have now covered each types of garnishments and demonstrated the functions for the following application screens.

Conclusion 13:16

Thank you for attending this Learning Video. Please remember that you can review any subject covered in this training by selecting the Index Tab and choosing the desired topic. Please visit the Deltek University Learning Zone to view the entire library of Deltek Costpoint training materials. We welcome any comments and feedback to help us improve your learning experience.