SmartFusion Modules -> Human Resources -> Insurance And Benefits -> Maintenance

Recent Change: 
6.128 
- Added year as a filter option for the update.
- Updated error message on exception report and made minor adjustments to ensure message is not cut off:
    Old Message - Benefit has a change not updated to payroll --no change. (#)
    New Message - The payroll change date must be after the PR change date on the employee.
- Minor text correction on Update Ins Premium/Benefit Amounts form for label on benefits filter: 
    Old Label - Select benefits to updated
    New Label - Select benefits to be updated

Introduction

This screen is used to bulk update benefit and premium amounts for employees.

Details

Filter Options

• Year
• Select benefits to be updated
• Payroll change date (This date must be after the PR Change Date and before the Terminate date - if not null - for the benefit to be updated)
• Include all filter
  • Employees
  • Pay Group

Update Options

• Premium amount
• Recompute amount (Standard, Current) - amount is set to annual premium / number of checks
• Employer amount
• Zero benefit amount (Standard, Current)
• Prorate amount (Standard, Current) - amount is set to annual premium * ratio
• Update IB number of checks from PR pay group file - number of checks will be set to what is configured on the payroll group.

Exception Report

An exception report is included with this update. If any records have PR change dates after the Payroll change date filter or number of checks is zero when trying to recompute premiums, an exception report will print indicating which records were unable to be updated.