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Creating a Deduction Plan

How to set up a deduction plan for operatives or a cohort

Create a deduction plan to recover money from one or more operatives through their weekly pay. You can add individual operatives and whole cohorts in one go. Chime creates a separate plan for each person and starts taking instalments from the pay period you choose.

Setting Up the Plan

  1. Select the Chime Time tile, then select Deduction plans tab.

  2. Select + New deduction plan button.

The deduction plan is set up to 3 stages: Choose People - Plan Setup - Review.

Choose People

  1. Search for and add the operatives and cohorts the plan is for.

  2. Each one you add is labelled as an individual or a cohort.

Plan Setup

  1. Give the plan a name

  2. Write Total amount owed

  3. Enter the number of installments you want it to be split over

    • A breakdown of every instalment appears on right hand side for you to see. Check it before you continue.

  4. Select Reason (optional)

  5. Choose First deduction period - the week commencing and the start pay period.

    • Only upcoming pay periods can be selected.

  6. Select Review

Review & Create Plan

  1. Summary Review will appear - check through all the details.

  2. If you want to make changes you can go back and make edits

  3. You can remove an individual from the plan at this stage by selecting them and pressing the red 'remove' icon

  4. When you are happy with your plan, press the 'Create plans' button

Your plans are now set up. They start on their own in the pay period you chose. No approval is needed.

Use Case

Super users and payroll teams recovering money owed by operatives, for example the cost of a training course for a whole team, or damage to equipment by one person.

šŸ’” Tips

  • If an operative is in a cohort you've added and you've also added them individually, they only get one plan.

  • Plans don't follow the cohort afterwards. People who join the cohort later won't get a plan, and people who leave keep theirs.

  • If the total doesn't split evenly, the extra pennies go on the first instalment, e.g. Ā£100 over 3 weeks is Ā£33.34, then Ā£33.33 and Ā£33.33.

  • Each instalment must be at least Ā£1. If it would be less, reduce the number of instalments.

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