Use the "Transfer post-tax deductions" task on Onboarding to add the post-tax deductions your employees already have. Post-tax deductions are amounts taken from an employee's pay after taxes. Freedom has three types:
Child support: a child support order.
Garnishment: a court or agency order to withhold pay for a debt.
Miscellaneous: any other deduction taken after taxes, such as a loan repayment.
Go to Onboarding from the sidebar and click "Transfer post-tax deductions".
Click "Choose an employee", then search for the employee or pick them from the list. Freedom opens that employee's "Post-Tax Deductions" tab.
On the "Post-Tax Deductions" tab, add each deduction the employee has. Fill in the form and save. If the employee has none, go to the next employee.
Use the "Previous" and "Next" arrows at the top of the employee's page to go to the next employee. You stay on the "Post-Tax Deductions" tab, so you can add deductions for the rest of your team one by one.
When you have added the deductions for all employees, go to Onboarding from the sidebar and click "Transfer post-tax deductions" again.
Check the "Post-tax deductions already added" table. It appears after you add the first deduction. Each row shows the employee, the type, the description, the start date, and the end date. To correct a deduction, click the employee's name to open their "Post-Tax Deductions" tab.
Click "I’ve finished adding all post-tax deductions". If you added no deductions, the button says "No post-tax deductions to transfer" instead. Click it if your employees have none. Freedom marks the task complete and takes you back to Onboarding.
After you complete the task: You can add more post-tax deductions later if you missed any. The "Transfer post-tax deductions" page shows "Post-tax deductions setup is complete. You can still add deductions for your employees." and the completion button is gone.
Many deductions to add: You can import them from a CSV file (a spreadsheet file). Bulk import is not available on a phone. Go to People, click "Bulk import", then "Post-tax deductions". Click "Download Template" to get a CSV template, fill it in, then upload it and check the preview before you import. After the import, go back to the "Transfer post-tax deductions" task to mark it complete.
No employees yet: "Choose an employee" is not available until you add an employee. The page shows "Add an employee before entering post-tax deductions." with an "Add employees" link.
If Freedom is adding your data: If you chose "Freedom will add it for me" on the "Choose who will transfer your data" task on Onboarding, Freedom does this task for you. The "Transfer post-tax deductions" row on Onboarding shows "Freedom is on it". Until you complete the "Transfer access to Freedom" task on Onboarding, the row shows "After you grant access". See What Freedom does when it adds your team and pay history for you.