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When Employees Retire, Deductions for Savings Plans, Spendng Accounts and Retirement Are Not Being Taken From the Last Paycheck (Doc ID 2944216.1)

Last updated on APRIL 21, 2023

Applies to:

PeopleSoft Enterprise HCM Benefits Administration - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.


When employees retire, deductions for Savings Plans, Retirement, and Flexible Spending Account Plans are not being taken on the last paycheck. The Benefits Administration Event Rules for these Plan Types were set to have the Deduction + Flex Credits End set to 1st Full Pay Period after the Event Date so the deductions should be taken.

Steps to reproduce the issue:

     1. Terminate an employee in Job Data (Navigation: Workforce Administration > Job Information > Job Data).
     2. Process the Benefits Administration Event through to finalized (Navigation: Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing).
     3. Create paysheets for the next payroll (Navigation: Payroll for North America > Payroll Processing USA > Create and Load Paysheets > Create Paysheets)..
     4. Calculate the payroll (Navigation: Payroll for North America > Payroll Processing USA > Produce Payroll > Calculate Payroll).
     5. Review the paycheck to see that the deductions are not taken (Navigation: Payroll for North America > Payroll Processing USA > Produce Payroll > Review Paycheck).




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