Advanced Benefits - PSFT (MOSC)

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Unable to select Benefit plan and/or deduction codes to assign at Benefit Programs level.

Hello,

We are introducing a new IRA savings plans for employees and need to include these plans under existing Ben. programs. Below are steps we have followed.

  1. Setup Benefit Plans of IRA type.
  2. Setup Savings Plan for each Benefit Plan of IRA Type.
  3. Setup limit table for each benefit plans.
  4. Setup deduction codes in Payroll and assign these codes to Benefit plans of IRA type.
  5. Next, we need to link these Benefit plans and Deduction codes to Benefit programs level and this is where we are stuck. Please take a look at the screenshot below.
  6. Are we missing any steps? Not sure why Benefit plans and deduction codes are not available in the drop down search box at Program level.

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