benefits deduction report

[garcunninn]

I need to know the specific benefits deduction code report.  I had a benefit group code be charged more money than they should have. I need to know how to print each benefit deduction code from a previous pay and current pay to see who was affected

[kcrable · Accepted solution]

Hello 

I would run the detail distribution report for the two paydates for the deduction code in question - once you pull it into excel you should be able to see who was affected  - Hope this helps

[garcunninn]

OMG! this was very helpful.  I see all who were affected.

Will I have to go through each employee to make their corrections?  I need to verify all the other benefits group codes,  is there a quicker way to see these changes?  

why did this even happen☹️

[kcrable]

Unfortunately, you will have to hit each employee - I would go through the Employee Deductions Screen - HR - Entry and Processing - Employee- Employee Deductions - you can do it by employee or deduction - you can enter more than one employee number by using the |   ie: 4804|2582|1954 etc

[kcrable]

You could set up a refund deduction - then you only have to hit each affected employee one time to set up the refund instead of changing the deduction code amount in the employee record and then changing back after the payroll processes.   Just be sure to put the maximum deduction amount in so the refund stops

[garcunninn]

Hi,  We have a adj code for benefits deductions.  I will have to refund some employees and increase others.  I am discovering that is is the whole teacher staff that were affected not just the 96 employees that were first discovered.  I am checking all of the other employee groups and hope that their changes were up updated. 

Side note would with the benefit adjustment code would I use the minus before the amount owed to the employee?  And put the amount owed to the benefit for the employees who didn't pay enough?

[kcrable]

minus in front of deduction for those who were overcharged and no minus for those who were undercharged.  Either put the maximum deduction amount in, so these "deductions" stop or I think you can use the end date - or you will have to go back into the employee records and inactivate the deduction code.

[garcunninn]

Hi.  When you said "You could set up a refund deduction - then you only have to hit each affected employee one time to set up the refund instead of changing the deduction code amount in the employee record and then changing back after the payroll processes.   Just be sure to put the maximum deduction amount in so the refund stops"  how would I do that.  This only occurred with one group of employees (Teachers) How would that be done?  

As I look at my Benefits group code deduction report to prepare to my list to make the corrections.  I see some of the employees were charged double the previous years medical deductions.  I need to know why this happened. 

I also made all these changes and don't know why it didn't take the first time.  There are over 330 employees that were affected and a total of 16 deduction codes affected.  

This is my first year doing this.  I feel I did everything correctly. I do need to know why this happened as I am being asked by my Director.  

Thank you for all of your help.

Respectfully 

[kcrable]

Here is how I set up a refund for an employee - (instead of the maximum deduction amount, I choose to go in and inactivate the deduction) - there is a way to import changes for specific employees through the future deductions screen - but you would have to set up the excel file by employee and if you are doing that - six of one/half dozen of another as far as efficiency.  Withhout further detail - I can't help as to why this happened.  Did you upload a file to make these changes?  

[kcrable]

If you uploaded a file to make changes - the benefit code method must be set to Table Amount -not employee amount