On any Deferred Compensation plan built in isolved, you can update the eligible plan wages, memo calcs, and wage reductions from the Client Management >> Benefits >> Deferred Comp screen. This simple process, outlined below, will allow you to mark any newly added earning codes as eligible or ineligible on your deferred compensation plan for inclusion in your next payroll processing.

Once logged into your Client User account in isolved, you will begin this process by navigating to the Client Management >> Benefits >> Deferred Comp screen. Here, you will see all current deferred compensation plans built in your instance and have access to the plan-specific settings for each. Here, you will see four outlined boxes on the module's Plans tab.



Each box contains a list of all associated items built in the system for that pay item/code category, as well as a checkbox to denote whether that item should be checked off as eligible for the plan, or unchecked if not eligible. To update any of these items, you will click on the ‘Edit’ button on the black bar at the top of this module, and click on the checkbox next to the desired item to toggle its eligibility status. Always remember to click ‘Save’ on the black bar once you've finished your update.



Please Note: All listed Earnings, Memo Calcs, and Wage Reductions are populated here from their dedicated modules in isolved. If you do not see a code populated here for inclusion in your update, please navigate to the associated page and ensure that the item is built and active.

- Eligible Wage Earnings: Client Management >> Payroll >> Earnings
- Eligible Wage Memo Calcs: Client Management >> Payroll >> Memo Calculations
- Eligible Wage Reductions: Client Management >> Payroll >> Deductions