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Touring the Deduction Request Setup Page

Use the Deduction Request Setup page to:

Links to the other System Setting options display at the top of the page. Click here to display a table describing each link.

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Entering a Message to Your Employees

Use the General Information area at the top of the Deduction Request Setup page to type a message to your employees. This message may include additional directions to completing a request, school policy notices, or any other type of message. You can enter a different message for each request page.

You have option to display or not display the general information for the request. You can also change this message at any time.

To define the deduction request general message:

  1. Click the Request Setup link on the Admin Home page.

  2. Click the Request Type Drop Down List button and select Deductions from the list. The Deduction Request Setup page appears.

  3. Optionally, type a general message to your employees. Click here for more details.

  4. Click the Display General Information check box to display the General Information message in the Leave Request Queue.

  5. Click the button to save the leave request settings.

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Deduction Groups Grid Field Definitions

The Deduction Groups grid lists the following information. Click the link to add a deduction group.

Column Heading

Definition

Group Name

This column lists the deduction groups that contain the plans that may be available to the employees in your organization.

Click this column heading to sort the deduction group names in ascending order. Click the column heading twice to sort the deduction group names in descending order. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Effective Date

This column lists the date that the deduction plans in this group will go into effect, if applicable.

Click this column heading to sort the deduction groups in ascending order by effective date. Click the column heading twice to sort the deduction groups in descending order by effective date. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Start Date

This column lists the start date of the open enrollment period for the deduction plans in this group.

Click this column heading to sort the deduction groups in ascending order by open enrollment start date. Click the column heading twice to sort the deduction groups in descending order by open enrollment start date. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

End Date

This column lists the end date of the open enrollment period for the deduction plans in this group.

Click this column heading to sort the deduction groups in ascending order by open enrollment end date. Click the column heading twice to sort the deduction groups in descending order by open enrollment end date. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Change Outside

Yes displays in this column if requests are allowed outside of the enrollment period for the deduction plans in this group. No displays if requests must be made within the open enrollment period.

Click this column heading to display the deduction groups with plans that require requests to be submitted within the open enrollment period first in the grid. Click the column heading twice to display the deduction groups with plans that allow requests to be submitted outside of the open enrollment period first in the grid. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Active

Yes displays in this column if the deduction group is active; No displays if the deduction group is not active. Deduction plans that belong to an inactive deduction group are not available to the employee when submitting a deduction request.

Click this column heading to display the deduction groups with inactive plans first in the grid. Click the column heading twice to display the deduction groups with active plans first in the grid. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Has Plans

Yes displays in this column if the deduction group contains at least one plan; No displays if the deduction group contains no plans.

Click this column heading to display the deduction groups without plans first in the grid. Click the column heading twice to display the deduction groups with plans first in the grid. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Edit

Click the Edit button to modify the deduction group. The Edit Deduction Group page appears.

Delete

Click the Delete button to delete the deduction group.

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