Entering/Changing/Canceling Financial Allotments

To enter, change, or cancel financial allotments, select the Employee Self Service menu group.
Select the Tasks menu.
Select the Payroll Documents component.
Select Modify Financial Allotment/Health Sav. The Financial Allotment/Health Sav tab is displayed.

Field	Description/Instruction
Empl ID	Populated when the employee signs on to ESS.
SSN	Populated when the employee signs on to ESS.
Financial Allotment/Health Savings Account	Description/Instruction
*Effective Date	Required field. Populated with the beginning date of the current pay period. This field can be changed by clicking the search icon.
Pay Period	Populated when the employee signs on to ESS.
Date Entered	Populated when the employee signs on to ESS.
User ID	Populated when the employee signs on to ESS.
Transaction Status	Defaults to In Progress and reflects the status of the transaction. The transaction status will change when the transaction is saved, is in suspense, or resent to NFC.
Account Information	Instruction
Account Type	Select the applicable account type.
*Routing #	Required field. Enter the routing number of the bank or select data by selecting on the search icon.
*Account #	Required field. Enter the account number of the direct deposit.
Allotment Data	Instruction
Allotment Amount	Enter the amount of the financial allotment.
Cancel Allotment	Check this box if the allotment should be canceled.