Hard Coding Pay Periods & Pay Date Exclusions for Open Enrollment

If your employees have benefit deductions on a different number of pay periods than the pay schedule in the system, then the number of pay period deductions must be adjusted within the plan properties through a pay schedule exclusion.

  • For example, If the Pay Schedule in the system is a Bi-Weekly schedule with 26 Pay Periods, but employees only have benefit premium deductions on 24 of the 26 pay periods.

For instructions on how to set this up, you can refer to the following section.

OR

If the benefits run on an ‘Off Cycle’ with more than the number of pay periods with deductions, then the number of pay period deductions must be adjusted within the plan properties.

  • For example, a benefit or the benefit package ran on an “off cycle” from 7/1/ to 6/30, the following year, with a Bi-Weekly pay schedule. Although there should be 26 premium deductions, the Bi-Weekly schedule for that period may contain 27 pay periods.

For instructions on how to set this up, you can refer to the following section.

Hard Coding a Pay Period Number

  • Expand Settings and click Benefit Management from the menu.

    CHR_-_Settings_-_Menu_-_Benefit_Management_-_00.png

  • Click the package name to configure.

    CHR_-_Settings_-_Benefit_Management_-_List_-_00.png

  • Click the Configure Benefit Structure tab.

    CHR_-_Settings_-_Benefit_Management_-_Benefit_Properties_-_Tab_2_-_01.png

  • Click the Benefit name you want to hard code.

    CHR_-_Settings_-_Benefit_Management_-_Benefit_Properties_-_Plan_-_01.png

  • From the ‘Benefit Properties’ tab, enter the number of pay periods you want to hard code in the provided field.
    In the example below, we have hardcoded the benefit to calculate the per pay portion based on 24 pay periods.

    CHR_-_Settings_-_Benefit_Management_-_Benefit_Properties_-_Plan_-_Benefit_Properties_-_Pay_Periods_-_00.png

  • Click Save & Continue >> when finished.

Creating Pay Date Exclusions

  • Expand Settings and click Benefit Management from the menu.

    CHR_-_Settings_-_Menu_-_Benefit_Management_-_00.png

  • Click the package name to configure.

    CHR_-_Settings_-_Benefit_Management_-_List_-_00.png

  • Click the Configure Benefit Structure tab.

    CHR_-_Settings_-_Benefit_Management_-_Benefit_Properties_-_Tab_2_-_01.png

  • Click the Benefit name you want to hard code.

    CHR_-_Settings_-_Benefit_Management_-_Benefit_Properties_-_Plan_-_01.png

  • Select the Pay Schedule that you wish to exclude dates and the year you wish to adjust for the pay schedule exclusions from the provided drop-down menus.

    CHR_-_Settings_-_Benefit_Management_-_Benefit_Properties_-_Plan_-_Benefit_Properties_-_Exclusions_-_01.png

  • A list of dates will populate based on the pay schedule selected. Use the checkbox for the dates to exclude from having contribution deductions on.

    CHR_-_Settings_-_Benefit_Management_-_Benefit_Properties_-_Plan_-_Benefit_Properties_-_Exclusions_-_03.png

  • Click Save & Continue >> when finished.
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