BN - Review Paycheck Deductions Job Aid

GENERAL DESCRIPTION:

Review Paycheck allows Benefit Administrators to easily review employee benefit deductions. It is a useful aid to ensure that employees are enrolled in the correct benefit plan and the correct deductions are being taken from their paychecks.

PROCESS CONSIDERATIONS:
  • Benefit deductions by default will be taken from the Benefits Primary Job earnings
  • Earnings Statement will list all deductions, regardless of the job record earnings from which they were deducted
  • Earnings Statement reflecting “0.00” in the current amount field denotes the deduction did not take on that pay period
  • Deductions can be taken on one job earnings but not the other, and vice versa (exception:  WRS deductions are taken from all eligible earnings.)
  • Employers should use the Earnings Statement in conjunction with the Benefit Enrollments to validate elections and deductions

Premium Effective Dates

Family to Single or Single to Family
  • If change occurs from the 1st thru 15th –new premium starts on the first of the month prior
    • Ex. Coverage Begin Date is 2/2, then Deduction Begin Date is 1/1

  • If change occurs from the 16th thru the end of the month –new premium starts on the 1st of that month
    • Ex. Coverage Begin Date is 3/31, then Deduction Begin Date is 3/1
Change from full-time rate to less than ½ time rate
  • Effective date of new premium is the pay period in which it happens
    • Ex. Change is effective 8/27, check which pay period this falls in to know when difference of premium will occur
Change from Grad to Regular or Regular to Grad
  • New premium is first of the month following the change
    • Ex. Benefit Program change is effective 8/27, Coverage Begin Date is 9/1, Deduction Begin Date 8/1, this will require Recon Team assistance as the system will take the wrong premium based on Deduction Begin Date for the first month
Change from before to after tax or after tax to before tax
  • Effective date of new premium is the beginning of the pay period in which it occurs
    • Ex. Change is effective 8/27, check which pay period this falls in to know when difference of premium will occur


PROCEDURE STEPS:

To view and verify Benefit Deductions have taken on a payroll check, follow these steps:
  1. Navigate to Payroll for North America > Payroll Processing USA > Produce Payroll > Review Paycheck
  2. Enter the Empl ID
  3. Select the paycheck to review that corresponds with the Pay Date
  4. Click on the Paycheck Deductions tab to view all of the deductions (with amounts) that were taken for the selected paycheck.
  • The Deductions total under the Paycheck Totals section is equal to the combined employee Before Tax and After Tax benefit deductions
  • Prepays deductions will appear as: PREBTX, PREATX, and/or PRETAX
  • Retro deductions will appear in the same line combined with current pay period benefit deductions
  • Benefit Deductions listed on the Earnings Statement show the cost paid for that Benefit Plan
https://kb.wisc.edu/images/group61/16488/bn_rp_deductions.jpg
       5.  Clicking the expansion icon allows you to view additional information regarding deductions that didn't take as expected, and benefits retro. 
  • If an amount is appearing in the "Not Taken" column, there is not enough earnings to take the full deduction, and it will go into Arrears.  The Reason column gives a reason for why the money was not Taken.
  • The amounts that appear in the Payback Amount and Refund Amount column are deductions that were entered either via a Payline or a Benefits Retro and are making adjustments to the regular deduction amount.  These amounts are already included in the Amount column for each deduction. 
https://kb.wisc.edu/images/group61/16488/bn_rp_deductionsexpand.jpg


ADDITIONAL RESOURCES

Related KBs: Related Links:



Keywords:arrears retro active benefits before-tax after-tax taxable non-taxable earnings statement health dental vision life disability retirement ERA deduction deductions premiums insurance premiums   Doc ID:16488
Owner:Christina S.Group:Human Resource System (HRS)
Created:2011-01-08 19:00 CDTUpdated:2019-04-08 09:45 CDT
Sites:Human Resource System (HRS)
Feedback:  0   0