Two Percentages for One Benefit

I need a little help to see if someone has any suggestions. We have a benefit that currently takes 4.5 percent contribution out for an employee. Our state has made a change now to break out the 4.5 percent down to two different percentages to get a more exact amount. The two percentages are 3.75% and .75 percent.

They now want us to calculate the amount this way:

An employee makes $1342.00. We need to deduct 3.75 percent which would equal $50.325. It then needs to round to the 2nd decimal place which would be $50.33

We then need to take the second percentage .75% from $1342 which would equal 10.065 and then round to the 2nd decimal place which then equals $10.07 We then have to add those two contributions together equaling $60.40.

If you did just the 4.5% calculation, it would equal $60.39. If the amount is off by a penny, they will reject the file being sent to them.

I would like to adjust the benefit to calculate it this way. I've asked Lawson, but they basically told me I had to reach out to a consultant.

Does anyone have any suggestions?

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paula-brooks

Can you set up two different deduction codes with the two different percentages? Maybe an A & B code?

john-miller

If they're assigning a straight Deduction code, this is what I would do. If they are using a benefit code I would split it to 2 benefit Codes (a 3.75% and a .75%) since you cannot add 2 deduction codes to a single Benefit.

anthony-mannino

The suggestions below would work....two deductions is the answer to get what you want. And having two Benefit Plans (a 3.75 and a .75) would keep it all in the Benefits system. You could certainly have an IPA setup the second deduction for anyone who has the first. One out of the box thought. You could use the old PR03 (required code) screen (if this is S3) and assign some criteria to a required code (maybe call it RET) and you could attach that code to two deductions....so anyone who has the criteria on PR03 for RET would automatically get both deductions assigned. It wouldn't be in the Benefits screens, but it's a single place to setup two deductions. Anyway, various options -- but net/net is you'll want the two deductions, either in the Benefits screens, or not.

jennifer-merseal

Thanks Anthony. I'll take a look and see if we can configure this since we are on S3.

jennifer-merseal

I've considered this. This may be our alternative option if Anthony's suggestion below doesn't work.

Wichtige Hinweise zur PROFILE Donglelizenzierung.pdf

anthony-mannino

Two tips: 1. For the criteria on PR03, hopefully there's a field that you aren't using that you can use to trigger this. 2. Keep in mind that required codes will autogenerate the deduction for any employee changes after the codes are setup so if you change an employee record to include the criteria, it should assign those deductions automatically. (Note - you can "force" it to look and see if anyone should have the deductions setup as well. The PR205 actually has an update mode, even though its a 200 series listing. It will generate the deductions as well. But the automatic updates should work. Let me know if you have any issues, but it will def work.

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