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Click a Deduction Group link in the Deduction Groups grid to modify that deduction group. You can:
Add one or more plans to the group
Change the deduction group parameters
Activate/inactivate a deduction group
Remove one of more plans from the group
Follow these steps to add plans to 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.
In the Deduction
Groups grid, click the Edit
button 
that corresponds
to the deduction group to be changed. The Edit
Deduction Group page appears.
Scroll to the bottom of the page to display the Plans to Include grid.
Click the 
button to insert a blank line in
the Plans to Include grid.
In the Deduction/Plan
field, click the Drop Down List
button to select a deduction code and deduction
plan that belong to this group. All
deduction whose end dates are greater than the current date or blank
are available for selection.
You must select at least one deduction/plan.
In the Corresponding
Benefit/Plan field, click the Drop
Down List button
to select the benefit type and payment plan that corresponds to the
deduction plan entered (if applicable).
Click the Save link to add the plan to the benefit group.
Repeat steps 5-8 until all plans are added to the deduction group.
Click the 
button to save the deduction group changes.
Follow these steps to change the parameters that define the deduction group. Click the Deduction Group Field Definitions table link for a detailed description of each field.
To change the deduction group parameters:
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 Request
Setup – Deductions page appears.
In the Deduction Groups grid, click the Deduction Group link that corresponds to the deduction group to be changed to open the Edit a Deduction Group page.
In the Group Name field, modify the name of the deduction group. You can type up to 50 alphanumeric characters.
If the deduction group is inactive, click to select the Active check box to activate the group. Click to clear the Active check box to inactivate the deduction group.
In the Group Description field, change the description of the deduction group, used only for internal purposes.
In the Employee Instructions field, change the instructions that the employee must follow to submit a change request for this deduction group.
In the Effective
Date field, change 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 change 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 change 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 change 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 change 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 employee statuses to and from the Show for 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.
In the Plans to Include grid, add or remove deduction plans as necessary.
Click the
button to save the deduction group.
Follow these steps to remove a plan from the 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.
In the Deduction
Groups grid, click the Edit
button that corresponds
to the deduction group to be changed. The Edit
Deduction Group page appears.
Scroll to the bottom of the page to display the Plans to Include grid.
Click the Delete
button 
that corresponds to the plan to be deleted.
Click the
button to save the deduction group.
Follow these steps to delete a deduction group. You are prevented from deleting a deduction group is there are pending deduction requests associated with the 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.
In the Deduction
Groups grid, click the Delete
button that corresponds to the Deduction Group
to be deleted. A confirmation message displays.
Click the 
button to confirm the delete operation. The Deduction Group is removed
from the Deduction Groups grid.
