The Deductions and Benefits Information page displays a list of current benefits and deductions, which you can manage depending on the settings maintained by the organization. For example, some deductions may be limited to an annual enrollment period; others you can update at any time. For details on benefit enrollment processes, refer to Enrollment. Your Human Resources (HR) department authorizes and posts the updates to finalize them.
Depending on your organization's policies, submit change requests to manage dependent or direct deposit information.
If you cannot update your enrollment information through the Deductions and Benefits Detail page, reviewing financial information for specific deductions and benefits is still important.
The page display and functions depend on the type of deduction or benefit you selected and the Employee Access Center (EAC) setup:
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Extra fields display on the detail page for deductions with a direct deposit bank transaction.
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Your assigned beneficiaries appear in the Beneficiaries section for deductions with associated beneficiaries. This section is only available if your organization allows updates at any time.
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For deductions with several plan options, the Status field displays if you can update your plan selection. You can select a new plan during your annual benefits enrollment period.
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For deductions with associated dependents, your assigned dependents display in the Include Dependents section. This section is only available if your employer allows updates at any time. Click Update Dependents to add or manage dependents.
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You must assign the amount or percentage to deduct from your pay for some deductions. If your employer allows updates at any time, update the Employee Paid and Status fields for these deductions.
Your HR department may allow you to update your enrollment information before the open enrollment period begins. First, use the Deductions and Benefits Detail page to enter future updates for specific deductions and benefits. Then, when the open enrollment period arrives, follow the steps outlined in Enrollment.
Manage Deductions and Benefits - Legacy EAC
19.4 and earlier; 20.11: dependent on the version of EAC.
Menu Path
Select Deductions and Benefits.
Manage Direct Deposit Deductions
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Do one of the following:
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To add, click Add New Direct Deposit.
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To update, click the name of the direct deposit deduction.
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Complete or update the fields. You can set up multiple direct deposit records. The remainder is issued as a paycheck if direct deposit deductions do not meet your total net pay.
Manage Deductions
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On the Deductions and Benefits page, click the Deduction Title to view details.
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Update the fields as needed and if allowed.
Some benefit deductions have the option of adding beneficiaries. Update existing beneficiaries, or click Add More Beneficiaries. You can add up to 20 beneficiaries per benefit.
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Click Save.
Manage Dependents
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On the Deductions and Benefits page, click Update Dependents.
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Do one of the following:
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To add, click Add a New Dependent.
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To update, click Edit on the desired dependent record or click the dependent's name.
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Complete or update the fields.
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Click Save.
Manage Deductions and Benefits - New EAC
20.11 and later, dependent on the version of EAC.
Menu Path
From the Salary and Benefits menu, select Deductions and Benefits.
Manage Direct Deposit Deductions
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Do one of the following:
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To add, click Add New Direct Deposit.
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To update, click the name of the direct deposit deduction.
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Complete or update the fields. You can set up multiple direct deposit records. The remainder is issued as a paycheck if direct deposit deductions do not meet your total net pay.
Enter your bank's name manually if the routing number does not populate the Bank Name field.
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Depending on the software version and system administrator settings, you can upload an attachment, such as a voided check to support your direct deposit deduction. Supported file formats are .bmp, .doc, .docx, .gif, .jpg, .jpeg, .pdf, .png, .ppt, .pptx, .rtf, .txt, .xml, .xls, .xlsx, or .tiff. The maximum size limit is 2 MB.
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Click Upload Attachments.
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Select an attachment to upload.
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After you open the file, a default filename displays. Click X if you want to remove the attachment and replace it.
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Do one of the following:
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To add, click Add to create a new direct deposit.
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To update, click Save.
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Manage Dependents
Depending on the software version and system administrator settings, you can manage dependents without using the Update Dependents option on the Deductions and Benefits page.
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From the Salary and Benefits menu, select Dependents.
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Do one of the following:
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To add, click Add New Dependent.
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To update, click the dependent's name.
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Complete or update the fields.
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Do one of the following:
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To add, click Add to create a new dependent record.
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To update, click Save.
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