Click the Add link to add a deduction group to organize the individual deduction plans offered to employees by your organization. When submitting a deduction plan request, the employee can select an individual deduction plan that belongs to this group.
The following procedure summarizes the steps required to add a deduction group. Click the Deduction Group Field Definitions table link for a detailed description of each field.
To add a deduction group:
Click the Request Setup link on the Admin Home page.
Click the Request
Type Drop Down List
button 
and select Deduction
from the list. The Deduction
Request
Setup page appears.
Click the 
link above the Deduction
Groups grid to open the Add Deduction Group page.
In the Group Name field, type a name for the deduction group. You can type up to 50 alphanumeric characters.
The Active check box is selected by default. Click to clear this check box to inactivate the deduction group.
In the Group Description field, type a description of the deduction group, used only for internal purposes.
In the Employee Instructions field, type instructions that the employee must follow to submit a change request for this deduction group.
In the Effective
Date field, type the date that the deduction plans in this
group will go into effect; or click the Show
Calendar button 
to select the Effective Date
from the Calendar pop-up.
The deduction plans in this group are not available to the employee
until the effective date matches the current date.
Use this date to limit the deduction plans that display on the Deduction Request page when an employee enters a deduction request. The employee will see only the deductions that are active as of the effective date.
Click to select the Require Dependents check box if the employee is required to have a dependent on file when submitting a request for a deduction that belongs to this group.
Click to select the Require Tax Preference check box if the employee is required to select Pre-tax or After-tax plans when submitting a request for a deduction that belongs to this group.
The Requests Outside Range check box is selected by default. Click to clear this check box to not allow employees to submit deduction requests for this deduction group outside of the Open Enrollment Range.
In the Open
Enrollment Range field, click the Drop
Down List button
to select the start month/day and end month/day to define an open
enrollment period when employees may submit deduction requests for
this deduction group.
In the Deduction
Selection Option field, click the Drop
Down List button
to select the option that will determine how an employee can make
a deduction plan selection from this group. Click here
for a description of each option.
In the Premium
Selection Option field, click the Drop
Down List button
to select the option that will determine how the premium amount for
the deduction plan is set. Click here for a description
of each option.
If Premium
Selection is set to Employee
can set premium, in the Premium
Unit field, click the Drop
Down List button
to select the option identifying how the value of the premium is entered
on the deduction request. Click here for a description
of each option.
In the Primary
Job Indicator field, click the Drop
Down List button
to select the job used to get the employee category used
to filter the benefit groups available to the employees for selection
when entering a benefit change request. If no primary job code is
selected, all employee jobs are used to look for a match.
|
The primary job codes that display in the Primary Job Indicator list are defined in the Primary Job Codes Available list on the Payroll Preference page. |
Use the Available for Employment Status and Hidden for Employment Status lists to filter the Deduction Group list available to the employees by employment status. For example, if an employee selects Full-Time as their Employment Status when making a deduction request, the Deduction Group list will include all deductions with no status or a Full-Time status.
Any employment statuses not selected for the deduction group are placed in the All Others option. An employee user can select the All Others option if their employment status does not display in the list when submitting a deduction request.
Click here for instructions to move employment status codes to and from the Available for Employment Status list.
Use the Available for Employee Categories and Hidden for Employee Categories lists to filter the Deduction Group list available to employees by employee category. For example, if an employee selects TCH as their Employee Category when making a deduction request, the Deduction Group list will include all groups with no employee category or a TCH employee category.
Any employee categories not selected for the deduction group are placed in the All Others option. When submitting a deduction change request, an employee can select the All Others option if their employee category does not display in the list.
Click here for instructions to move employee categories to and from the Available for Employee Categories list.
Click the 
button to save the deduction group.
