Summary

Deduction/Benefit Groups are used to organize deductions and benefits in user-defined groups. These groups are then attached to Enrollment Plans in order to determine which deductions and benefits will be available to employees during the open enrollment period.

Step by Step

1     Open the Deduction/Benefit Group Selection window.

• The Deduction/Benefit Group Selection window (HR> Maintenance> Deduction/Benefit Group) will display all of the deduction/benefit groups that have been created in the application.
• Highlight a deduction/benefit group and click the Delete icon or press DELETE to delete the selected deduction/benefit group.
• DELETE LIMITS
• Highlight a deduction/benefit group and click the Modify icon or press ENTER to edit the selected deduction/benefit group.
• Click the Create icon or press INSERT to create a new deduction/benefit group. This will open the Deduction/Benefit Group Maintenance window.

2     Create a new deduction/benefit group.

• Enter a Group Name for the new deduction/benefit group.
  • This field can accommodate up to 30 alphanumeric characters.
• Enter an optional Group Description for the deduction/benefit group.
  • The group description will be the primary method for your employees to identify groups of deductions and benefits. This description will appear on the Open Enrollment home page.
  • The description can be up to 128 characters long.
• Enter a Waived Deduction or click the field label to select one from a list.
  • The deduction selected in this field will be displayed with the other deductions and benefits in the group, but by selecting this deduction, the employee will be waiving enrollment in the selected group.
    • Because the description field will be used to identify this deduction, it is recommended that the description indicate that selecting this deduction constitutes a waiver of enrollment.
  • Deductions are created and maintained on the Deduction/Benefit Maintenance window (HR> Maintenance> Deduction/Benefit).
• Check the Allow multiple deductions toggle to allow employees to enroll more than one of the deductions or benefits included in the group.
• Click the Create icon drop-down menu and select New Ded/Ben to add a deduction or benefit to the Deductions/Benefits section below.
  • Each deduction or benefit added to this section will display on the deduction/benefit selection step of the open enrollment process. Each deduction or benefit is identified only by the deduction or benefit description field (PR> Maintenance> Deduction/Benefit> General tab> Description field).
• Click the Create icon drop-down menu and select New Enrollment Plan to add an enrollment plan to the Enrollment Plans section below.
  • Each enrollment plan added to this section will include the current deduction/benefit group when the enrollment plan is activated in an open enrollment batch.
  • Enrollment plans are created and maintained on the Enrollment Plan Maintenance window (HR> Maintenance> Enrollment Plan).
• Click the Save icon when complete.