Toast Payroll: Redundant Deductions While Using SimplyInsured

• I noticed duplicate deductions after I've completed integration with SimplyInsured. What are the steps to fix that?
• Why are some of my employees getting double deductions after I've set up SimplyInsured?

This article walks through each step that Toast Payroll Pro customers go through to initiate services with SimplyInsured and remove previous deductions set up in Toast Payroll from before the SimplyInsured integration.

1. Begin by following the steps in the SimplyInsured article How Do I Sign Up For A Small Group Insurance Plan Through Toast? (external link).
2. After 2-4 weeks of setup, you may be approved to begin automating benefits with SimplyInsured.
3. Through an automated process, SimplyInsured sends Toast information about enrolled employees with the corresponding deductions. The deductions are automatically created in Toast Payroll.
4. You'll receive that email clarifying that if you have previously-managed redundant deductions, you might ultimately double the amount being deducted from applicable employee paychecks.
   1. This notification talks about how to remove redundant deductions.
   2. If you've already submitted a payroll with redundant or duplicate deductions (employees were deducted twice), contact us via the blue chat dot in the lower-right corner of any Toast Payroll page to issue voids and re-record your original payroll information.
5. To remove the duplicate deduction codes, navigate to an employee's profile > Recurring > Deductions tab.
6. New SimplyInsured deduction codes will start with SimplyInsured:. It is important that you do not end-date or delete these.
7. Corresponding manually-added deduction codes (the redundant ones that we want to end-date/terminate) should be updated to have an end-date equal to the start date minus one day of any SimplyInsured: relevant deductions.
   1. For instance, if a SimplyInsured: deduction code's start date is 3/1/2025, then the old, manually-added deduction code's end date should be 2/28/25.
8. To double-check the full list of every employee with a SimplyInsured deduction code after end-dating the manual deduction codes, you can create and run a custom report to make sure nothing is missing. Navigate to Reports > Custom > Add+. Use the Employee Deductions template and make sure to include the Calendar Year field so you can filter to the current year.

This content is for informational purposes and is not intended as legal, tax, HR, or any other professional advice. Please contact an attorney or other professional for advice.

• Toast Payroll: Get Started With SimplyInsured
• Toast Payroll: Get Help With SimplyInsured
• What Does The Employer Post Enrollment Experience Look Like Through Toast? (external link)