Creating New Benefit Deductions

This topic discusses tips for creating a new benefit deduction for a:

  • Delivered plan type.

  • New plan type.

If you are adding another benefit deduction within the delivered plan types of health, life, and savings, you may need to:

  • Modify the formula that retrieves the employee's benefit enrollment information so that it includes the new plan type.

    • For health plans, you will need to modify the formula BEN FM HLTH PLANS.

    • For life plans, you will need to modify the formula BEN FM LIFE PLANS.

    • For savings plans, you will need to modify the formula BEN FM SAV PLANS.

  • Create a new section to process the deduction and add the new section within the particular plan type defined on the STD DED PRC NPV section.

    • For health plan, you will need to add it after DENTAL DED.

    • For life plans, you will need to add it after SPOUSE LIFE DED.

    • For savings plans, you will need to add it after 401K DED.

  • Create a new eligibility check for the specific plan type.

  • Create a new deduction element for the specific plan type. Answer these questions:

    • Does this deduction have both an employee and employer portion? If an employer portion exists, you will need to create a separate deduction element for it.

    • Is this a before or after-tax deduction?

    • Are limits involved?

    • Does this deduction contribute to any accumulators?

If you are adding any other type of benefit deduction, you will need to consider the guidelines discussed in Delivered Plan Types. In addition to those, you need to:

  • Create a new section in the STD DED PROCESS list.

  • Decide whether this new deduction section goes before the federal tax section or after state taxes.