How to Create Deduction Record

• From the Actions drop-down menu, click Create Deduction Record.

  

• 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 Save Deduction.