- From the Actions drop-down menu, click .
- Enter the following information:
- Package: Required field. This includes a list of the packages the employee is enrolled in.
- Benefit: Required field. This drop-down will only display benefits that the employee is enrolled in.
- Plan: Required field. This drop-down will only display plans that are available under the selected Benefit.
- Option: Required field. This drop-down will only display options that are available under the selected Plan.
- Deduction Date: Required field. This is the date on which the deduction occurred.
- Amount: Required field. This is the amount of the deduction.
- Post Tax: Optional. If the deduction is Post Tax, please check this box. If it is Pre Tax, do not check the box.
- Note: Optional. The text box in which you can add notes for a deduction record.
- Click .