ANTE User ManualDeduction Plans
Deduction is the Configuration section where HR administrators manage deduction assignments for employees. Each deduction type (for example, an HDMF or SSS loan) has its own plan list showing which employees are enrolled, their loan amounts, and the status of each plan.
You reach it at Manpower → Configuration → Deduction, then click a deduction sub-type to open its plan list.
The Deduction Plan List
When you open a deduction sub-type, the page shows the sub-type's name as the title and its category (for example, LOAN) as the subtitle. Summary cards at the top display:
- Assigned Employees — total number of plans in the current view
- Deduction Category — the category of this deduction type (LOAN or Recurring)
- Total Amount Tracking — whether a principal balance is tracked (Yes for loans; No for recurring deductions)
Below the summary cards, the Deduction Plans table shows all employee plans for this sub-type.
Status Tabs
The plan list uses tabs to filter plans by their current status. The tabs available depend on the deduction category.
Active Plans
Shows employees currently enrolled with an ongoing deduction. For loan-type deductions, this tab only shows loans that still have an outstanding balance — fully paid loans are moved to the Completed Plans tab instead.
Completed Plans (Loan types only)
This tab appears only for LOAN-category deduction types (such as HDMF loans, SSS loans, or other employer-administered loans with a finite principal).
A plan moves into Completed when the loan balance reaches ₱0.00 — the employee has fully repaid the loan. Completed plans remain visible here for record-keeping but are no longer deducted from payroll.
The Completed tab does not appear for recurring deduction types (such as regular DEMINIMIS or other open-ended deductions that have no fixed principal amount). Those types only show Active Plans and Inactive Plans.
Inactive Plans
Shows plans that have been manually deactivated. An inactive plan stops generating deductions until it is reactivated.
Assigning Employees to a Deduction
You need the Manpower Configuration → Deduction Create permission to assign employees.
The assignment flow has two steps:
Step 1 — Select Employees
- Click Assign Employees (top right).
- The employee selection dialog opens. Search for and select the employees you want to enroll.
- Click Next.
Step 2 — Set Deduction Details
The settings dialog opens. Fill in the deduction parameters (fields vary by deduction category; loan types require loan amount, monthly amortization, deduction period, and effectivity date).
Click Save to complete the assignment. The new plans appear in the Active Plans tab.
Importing Plans in Bulk
Click Mass Import (top right) to open the import dialog and upload a spreadsheet of employee deduction assignments. Refer to the import template for the required columns.
Every row needs an effectivity date, written year-first (2026-01-13 or 2026/01/13). A row whose effectivity date is blank or unreadable is reported as an error and is not imported — it is no longer given today's date as a stand-in, because a silently wrong effectivity date changes which payroll period the deduction first comes out of. Fix the cell and re-upload.
Viewing a Plan's Details
Click any row in the table to open the plan's detail dialog. The dialog shows the employee's deduction settings and allows you to:
- View the current balance and deduction history
- Deactivate an active plan (moves it to Inactive Plans)
- Reactivate an inactive plan (moves it back to Active Plans)
- Attach supporting documents on the Attachments tab — the signed contract for a loan, or the authorization form for a plain deduction
- Delete the plan entirely, if it has never been part of a posted payroll run
If the plan has already been deducted in one or more posted payroll cutoffs, clicking Delete is refused. Deleting it would strip that deduction out of payslips that have already been finalized and paid, leaving the posted payslip's totals out of step with its own breakdown — so the system blocks the delete and tells you which posted cutoffs are holding it back.
Deleting is never required to stop a plan: use Deactivate instead. A deactivated plan stops generating any future deduction while keeping its full history, and every past payslip stays untouched and correct.
Deactivating also frees the employee to be enrolled in a new loan of the same type, which is what you need when someone refinances before the old loan is paid off. The old plan keeps its outstanding balance on record and continues to show as Ongoing — it is stopped, not written off.
Because only one loan of a given type can be collected from an employee at a time, reactivating the old plan while the newer one is still active is refused. Deactivate the newer plan first if you need to switch back.
Exporting a Loan's Transaction History
On the History tab of the plan detail dialog, click Export to Excel to download a spreadsheet (.xlsx) of that loan's transaction history. The file includes each transaction's date, type, amount, and running balance. The filename is pre-filled with the plan's code (for example, Loan-Summary-HDMF-001.xlsx).
This button only appears when there is at least one transaction recorded for the plan.
Attaching Supporting Documents
A loan and a deduction are the same kind of plan underneath, so the Attachments tab appears on both — only the wording changes. On a LOAN-category plan the button reads Attach Contract; on any other deduction it reads Attach Document. A plan can hold many documents at once, since a loan often accumulates more than one (the original contract, then a restructure amendment) and a deduction may need its authorization form filed alongside its numbers.
Attaching a document takes two fields:
Each attached document's row shows its file name, document type, size, upload date, and who uploaded it, plus its remarks if any were entered. Three actions are available per row:
- View — opens the file in a new browser tab
- Edit — lets you change the document type and remarks only
- Delete — permanently removes the document
Editing a document only relabels it — the uploaded file itself cannot be replaced. To supersede a document (for example, a signed amendment replacing the original loan terms), attach it as a new upload instead of trying to edit the old one. This way both versions stay on record.
The upload accepts PDF, Word (.doc, .docx), Excel (.xls, .xlsx), and image files (.png, .jpg, .jpeg) up to 10MB. A file that is too large, or of a type the system doesn't recognize as safe to store, is rejected before it uploads.
Common Tasks
| I want to… | Do this |
|---|---|
| See only fully paid loans | Click the Completed Plans tab (LOAN types only) |
| See only ongoing loans | Click Active Plans — fully paid loans are excluded from this tab on LOAN types |
| See deactivated plans | Click Inactive Plans |
| Enroll new employees | Click Assign Employees and follow the two-step flow |
| Upload many assignments at once | Click Mass Import |
| Check one employee's balance | Click the employee's row to open the detail dialog |
| Download a loan's transaction history as a spreadsheet | Open the plan detail dialog → History tab → Export to Excel |
| Attach a supporting document to a plan | Open the plan detail dialog → Attachments tab → Attach Contract / Attach Document |
Permissions
| Action | Required Permission |
|---|---|
| View the deduction plan list | Manpower Configuration → Deduction access |
| Assign employees / import | Manpower Configuration → Deduction Create |
| Activate or deactivate a plan | Manpower Configuration → Deduction update permissions |
| View or download an attached document | Manpower Configuration → Deduction access |
| Attach a new document | Manpower Configuration → Deduction Create |
| Edit a document's type or remarks | Manpower Configuration → Deduction Update |
| Delete an attached document | Manpower Configuration → Deduction Delete |
Related Pages
- Manpower Overview — the full Manpower menu and module overview
- HRIS — where deduction types are assigned to individual employee profiles
- Payroll Center — where deductions are applied during payroll processing
- HR Settings — company-wide HR configuration