Manually Changing EE Benefits

This procedure outlines the tasks to manually change an employee's benefit. You can determine which benefits display by specifying a date. Plans do not display that have a stop date before the specified date.

If an employee's coverage or contributions change, you do not need to change the employee's current benefit. Instead, stop the current benefit and re-enter the employee in the same plan with the new coverage and contributions. This provides an online audit trail of changes and maintains historical information.


	Caution: Do not attempt to add, change, or stop a benefit deduction using Employee Deduction (PR14.1). You update all benefit deductions by updating the associated benefit enrollment.

To manually change EE benefits

Access Employee Benefit Changes (BN32.1).
Select the Company .
Select the Employee.
Type the date you want to use to determine which benefits you want to display in the As of date field. Plans do not appear that have a stop date before this date.
If you want to limit the plans that appear on the form, select the plans in the Benefit Type fields. Leave these fields blank to display all benefits.
Select the Inquire form function.
Click the Add button at the end of the appropriate detail line for the benefit you are changing. Benefit Add (BN32.3) opens.
Type the new Start Date.
Type the new coverage and contribution information for the plan.
Click OK. BN32.3 closes and the prior benefit is stopped on the day before the start date of the new benefit.

If you want to view your recent changes, select the Inquire function.

If the As of Date is equal to or later than the start date of the new benefit, the stopped benefit will not display.