Summary

The HR Deduction/Benefit Maintenance window is used to maintain the Human Resources-related information attached to a deduction or benefit. While this window displays some of the same information as the PR Deduction/Benefit Maintenance window, the purpose of this window is distinct.

The PR Deduction/Benefit Maintenance window is used to create new deductions or benefits and to set up account and calculation details. The HR Deduction/Benefit Maintenance window is used to set up the enrollment, provider and miscellaneous field details associated with an existing deduction or benefit.

Step by Step

1     View the existing deductions and benefits.

• Open the Deduction and Benefits Selection window (HR> Maintenance> Deduction/Benefit). The Deductions and Benefits Selection window will display all of the deductions and benefits that have been set up in the database.
• Right click on the information in the grid and select Export grid contents to Excel if you would like to generate a report that displays the general information attached to each deduction/benefit.
• Select a deduction/benefit status in the Status drop-down menu and press ENTER or click the Refresh icon   to filter the deductions/benefits that display in the window.
  • Inactive deductions/benefits are generally deductions/benefits that are no longer calculated on employees.
  • A deduction/benefit has an active status if the Active toggle is checked on the Deduction/Benefit Maintenance window.
• Highlight a deduction/benefit and press ENTER or click the Modify icon to open the selected deduction/benefit.
• The HR Deduction/Benefit Maintenance window cannot be used to create new or delete existing deductions and benefits. If you would like to create a new or delete an existing deduction or benefit, open the PR Deduction/Benefit Maintenance window (PR> Maintenance> Deduction/Benefit).

2     View the general deduction/benefit details.

• The General tab will display the general deduction/benefit information established when the deduction/benefit was initially created. This information is read only and can only be edited on the PR Deduction/Benefit Maintenance window (PR> Maintenance> Deduction/Benefit).

3     Complete the Enrollment Info tab.

• The Enrollment Info tab is divided into the Questions section and the Documents section.
• The Questions section is used to attach questions to the deduction/benefit.
  • Any questions attached to the deduction/benefit will be displayed on the Open Enrollment screen that immediately follows the deduction/benefit selection screen. This will allow you to collect any employee information relevant to the selected deduction/benefit. The employee answers will be saved to the HR Open Enrollment batch that the employee is included in.
  • Click the Create icon drop-down menu and select New Question. This will open the Question Selection window.
    • Questions are created and maintained on the Question Maintenance window (HR> Maintenance> Question).
    • Highlight the question you would like to attach to the deduction/benefit and click the Confirm icon.
  • Once the Question has been added to the Enrollment Info tab, you can use the Order column to specify the order in which the question should appear. The higher the number the lower on the page the question will appear.
  • Check the Required toggle if you would like to require that the Open Enrollment users answer the question before proceeding to the next step.
  • Click the Delete icon drop-down menu and select Delete Question to remove a question from the deduction/benefit.
• The Documents section is used to attach documents to the deduction/benefit.
  • Any documents attached to the deduction/benefit will be available for download when the employee is using the Open Enrollment application.
  • Click the Create icon drop-down menu and select New Document. This will open a standard file selection window.
    • Browse to the document you would like to attach and click the OK button.
    • Only documents in .PDF, .DOC and .DOCX format can be attached.
  • Once the document has been added to the Enrollment Info tab, check the Required toggle if you would like to require that any employees enrolling in the deduction/benefit download, complete and return the document to the HR department.
  • Click the Delete icon drop-down menu and select Delete Document to remove a document from the deduction/benefit.

4     Complete the Provider Info tab.

• The Provider tab is used to record the deduction/benefit provider details. This tab is informational only.

5     Complete the Miscellaneous tab.

• The Miscellaneous tab is used to track user-defined information on the deduction/benefit.
• Miscellaneous field labels are set up using the Miscellaneous Field Labels window (SS> Utilities> Miscellaneous Field Labels).
• Click the Save icon to save the HR deduction/benefit changes.