Add the Employee's Benefit Program Elections

Use this window to set up the employee's benefit program deductions.

Once an employee has used a leave policy, the election will be locked.

About the effective date

• The change will be effective as of the date entered here.

• Changes may not be dated prior to the last posted payroll.

• IMPORTANT: If you "back-date" a status change, the change will delete any previously entered elections subsequent to the effective date.

• The first available change date is displayed above the payment fields.

For example: If an employee requests a change to take place on the February paycheck and submits a change request on 2/20 — and the pay period is 2/15 - 2/28, you'll enter the effective date of 2/15/yyyy, which is the first day of the pay period in which the change will be processed.

Edit the benefit program elections

If you've just added leave policy elections for a new employee and you're still in the employee's record in the Staff Manager window, skip to step 7.

1. Select Finance from the Module pull-down list on the top of the screen.

2. Select Staff Manager from the HR menu, and that window opens.

3. Click the Add/Find Staff link in the upper right corner, and the Find Staff window opens.

4. Enter either a name, SSN, or birthdate, and click Search.

5. Click the in the Search Results for the employee you want to edit, and the employee record opens.

6. Click the HR Info tab, and the HR Info Editors menu opens.

7. Click Benefit Program Elections, and that window opens.

8. Click Add Election, and the Benefit Program Elections window opens with the fields enabled for editing.

9. Complete the fields as described. Required fields are marked with a red asterisk.

• Benefit Program: Select from the pull-down list. The options in this list are designated in Finance > Payroll > Benefit Programs.

• Calendar: Select the calendar that applies to this employee.

• Effective Date: Enter the date the change should take effect. The first available change date is displayed above the payment fields. Remember: This date can't be prior to the last posted payroll, and it will delete any previously entered elections subsequent to this date.

• Expiration Date: Optional. Enter this date if known.

• Deduction Calculation fields: Required when visible

• Calculation Method: Select from Flat Amount or % of Earnings.

• Rate: Enter the dollar amount or percentage.

• Contributions Calculation fields: Required when visible

• Calculation Method: Select from Flat Amount or % of Earnings.

• Rate: Enter the dollar amount or percentage.

• Offering Selection field: Required when visible

• Offering: Select from the pull-down list.

10. Click Save when you're finished, and you're returned to the Benefit Program Elections window.

11. Repeat steps 8-10 until you've finished entering this employee's benefit program elections.

12. Click Return to HR Information Menu.

Continue with Enter Additional Allowance Elections.

Return to Add Leave Policy Elections

Return to Staff Manager Overview