Difference between revisions of "BenSelect:Admin:EDI:EDI DEDUCTION CODES"

Latest revision as of 18:18, 31 December 2019

Deduction codes identify a specific benefit for the purpose of payroll reporting. For each product, you may specify three EDI parameters -- the Deduction Code, Deduction Name, and Deduction Type. All three of these values appear in payroll and employee benefits reports. You may also specify separate codes based on coverage tier and pretax/posttax status.

If the payroll company has assigned a number to the group, enter it as the Group Number.

Deduction Code Elements

Location  

From the drop-down list, select the location that applies to the deduction code.

Filter 

Enter a payroll company for which you want to search.

Group Number 

Select the group number that will apply to this deduction code.

Deduction codes for (Payroll Company) 

Use this section to assign deduction information to the specific plans and products.

Payroll Company 

From the drop-down list, select the name of the payroll department to associate with this deduction code.

Plus sign 

Click the plus sign to add a row to the Deduction codes table.

Search 

Enter a deduction code on which you want to search.

Job Class 

From the drop-down list, select the Job Class for the specific plan, product, tiers, and deduction codes. If the codes will apply to all job classes, select All Classes.

Plan 

From the drop-down list, select the name of the plan to associate with this deduction code.

Product 

From the drop-down list, select the product for this deduction code.

Tier 

From the drop-down list, select the tier to which this deduction code applies.

Pretax/Post-tax 

Select Pretax, Post-tax, or both, to which this deduction code applies.

Deduction Code 

Assign a specific code for the deduction for this plan. This field displays in reports.

Deduction Name 

Assign a specific name to the deduction code for this plan. This field displays in reports.

Deduction Type 

Assign a deduction type to the deduction code. This field displays in reports.

Deduction Subcode 

Assign a subcode if necessary. Some reports may display this field.

Deduction Subtype 

Assign a subtype if necessary. Some reports may display this field.

Note that these settings are all dependent upon the payroll provider for the Employer group.

Common Buttons

Same for all locations 

Click if you wish your changes to be saved at all locations.

New 

Click New to add group numbers for a given product. If you want to associate a different payer with the product for reporting purposes, select a different payer from the Associated Payers drop-down list. Enter a group number in the space provided and click Save.

Save 

Click to save changes made to the Group Numbers.

Cancel 

Click to cancel all changes.

Import 

Click to import an EDI file containing control numbers. File formats accepted include .xls and .xlsx. Click the Select file button to navigate to the import file. The import file should have the Payer Name and corresponding Control Number defined.

Export 

Click to export the Payer and Control Numbers to a file.

Template 

Click to open an Excel spreadsheet that will let you import all EDI information at once. The template file contains a tab with each type of EDI information needed (i.e., Control Numbers, Group Numbers, Deduction Codes, Payroll Company). The file also contains tabs for Agent IDs and Agent Splits. The Help tab in the file contains a "key" for all tabs.