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.
- Setup Benefit Plans of IRA type.
- Setup Savings Plan for each Benefit Plan of IRA Type.
- Setup limit table for each benefit plans.
- Setup deduction codes in Payroll and assign these codes to Benefit plans of IRA type.
- 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.
- 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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