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Click the Request Benefit Changes link at the top of the Deductions and Benefits page to:
View a history of your benefit requests submitted to the HR department, including pending, approved, rejected, and cancelled requests
Submit a request to:
End your participation in a benefit plan
Enroll in a new benefit plan
Change the premium for a benefit plan
Your choices are determined by your organization’s business practices. If you are not authorized to submit benefit requests, the Benefit Request link does not display on the Deductions and Benefits page.
A benefit is a program with a related payroll deduction, such as a charitable donation or loan payment, that is usually optional.
Benefit plans are categorized by a benefit group. This group determines the types of benefit requests you can enter. For example, if a benefit group has an open enrollment period, and changes are not allowed outside of the enrollment period, then that group of benefits is available for selection only during the open enrollment period for that benefit group. The benefit group is not available for selection from the Benefit Group list outside the enrollment period.
Depending on your organization’s policy, the benefits in a benefit group may require:
At least one dependent on file in Alio
A tax preference designation of Pre-tax or After-tax
A specific employment status
The system administrator assigns a benefit selection option to each benefit group. This benefit selection option dictates the types of benefit requests you can submit. Click here for a description of each benefit selection option.
By default, the premium assigned to a benefit plan is defined in Alio. However, the system administrator can set an option to allow you to change the premium assigned to a benefit plan. The system administrator can allow you to enter the premium as a fixed dollar value or a percentage.
If you can enter or change a premium, the Amount and/or Percent fields are activated.
Your system administrator is responsible for implementing these options, if they apply to your organization’s policies. The Tax Preference and Employment Status settings will filter the benefit groups and plans available for your selection.
The following links display on the Benefit Request Queue.
Link |
Purpose |
Click the link for more information |
Deductions & Benefits |
Click
the Deductions & Benefits
link to display the Deductions and Benefits page. Use this page
to view:
|
|
New Request |
Click the New Request link to submit a benefit request. | |
Request Date link |
Click a Request Date link in the Benefit Request History grid to display the corresponding benefit request details. |
The grid associated with each view displays the following information.
Column Heading |
Definition |
| Request Date | This column displays the date the request was submitted. This date is a link; click the date to display the corresponding benefit request details. |
| Benefit Group/Plan | This column displays the benefit group and plan associated with each benefit request. |
| Status | This column displays the current status of each request. Possible statuses are Pending, Approved, Rejected, Canceled, and Approved - Finalized. |
| Next Approver | This column displays the names of the next persons in the approval chain responsible for approving or denying the request. |
You can filter the Benefit Request History grid by status and/or grid column heading. All filter criteria is retained until you manually remove or change the filter criteria, close the grid filter, or log out of LINQ EP. The filter values are also removed if your LINQ EP session is timed out.
Click the Status
Drop Down List button 
to select the status of the benefit requests to be displayed
in the grid. The grid is refreshed to show only the requests that
match the selected status.
Select All to list requests with all statuses.
Follow these steps to filter the Benefit Request History grid using the data displayed in the grid columns. Applying multiple filter criteria limits the number of requests displayed.
If necessary, click the
Filter button 
to display the filter criteria boxes that correspond to each heading
in the grid.
Type the filter criteria in each applicable box; use the % sign as a wildcard character. You can type the percent sign in the following positions: X%, %X, and %X%.
Press the Enter key to filter the grid.
