In this Topic Hide
Click the Request Deduction Changes link at the top of the Deductions and Benefits page to:
View a history of your deduction requests submitted to the HR department, including pending, approved, rejected, and cancelled requests
Submit a request to:
Discontinue a plan
Enter a new plan
Change the deduction amount for a plan
Your choices are determined by your organization’s business practices. If you are not authorized to submit deduction requests, the Deduction Request link does not display on the Deductions and Benefits page.
A deduction is a formal plan offered by your organization that may or may not have a related payroll deduction. Examples of deductions include health insurance plans, dental plans, vision plans, and life insurance. You may or may not be required to enroll in one or more of these deductions.
Deductions are categorized by a deduction group. This group determines the types of deduction requests you can enter. For example, if a deduction group has an open enrollment period, and changes are not allowed outside of the enrollment period, then that group of deductions is available for selection only during the open enrollment period for that deduction group. The deduction group is not available for selection from the Deduction Group list outside the enrollment period.
Depending on your organization’s policy, the deductions in a deduction 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 deduction selection option to each deduction group. This deduction selection option dictates the types of deduction requests you can submit. Click here for a description of each deduction selection option.
By default, the premium assigned to a deduction is defined in Alio. However, the system administrator can set an option to allow you to change the premium. 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 deduction groups and plans available for your selection.
The following links display at the top of the page.
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:
|
Touring the Deductions and Benefits Page |
New Request |
Click the New Request link to submit a deduction request. | |
Request Date link |
Click a Request Date link in the Deduction Request History grid to display the corresponding deduction 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 link to display the corresponding deduction request details. |
Deduction Group/Plan |
This column displays the deduction group and plan associated with each deduction 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 Deduction 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 deduction 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 Deduction 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.
