Calculating contributions based on years of service

  1. Select Benefits > Plans > Benefit Plans.
  2. Open a benefit plan and select the Contributions tab.
  3. Click Create.
  4. If Coverage Class is Employees, specify this information in the Service section:
    From Date

    Select the date from which to begin calculating an employee's years of service.

    Date Type

    Select the date type to use to calculate an employee's years of service.

    • Current: To use an employee's years of service on the date an employee enrolls in the benefit.

    • As Of Date: To use an employee's years of service on the month and day that you specify in the Month Day / Year field is used.

    • First Of Month: To use the employee's years of service on the first of the month that the employee's benefit begins. For example, if a benefit is added with a start date of May 15, the enrollment date is calculated based on information from May 1.

    • Flex Calculation Date: If this benefit is under a flex plan. The employee's years of service is determined using:

    Month Day / Year

    If you select As Of Date in the Date Type field, specify the month, day, and year to be used to determine an employee's contributions based on years of service..