Insurance And Benefits > Process > Update/Compare Benefits to Payroll

Most Recent Update: 
6.133 - New functionality to remove any unused health or life benefit deduction codes after updating. This will only happen if the NFP interface is enabled in the license file.
6.131
- Added "Year" drop-down box so users can now specify which tax year they want to update/compare benefits for.

Introduction

Allows users to be able to compare/update the benefits in Payroll with what is set in Insurance and Benefits module.

Input criteria

  • Select process - Print and Update/Print Only/Update Only (Print Only is default)
  • Year - Tax year for which the benefits have to be compared/updated
  • Change dates
  • Update/Compare standard amount - if checked will compare/update the standard amount of the deduction associated with the benefit in payroll with the standard amount for the benefit in I&B.
  • Update/Compare current amount - if checked will compare/update the current amount of the deduction associated with the benefit in payroll with the current amount of the benefit in I&B.
  • Update/Compare employer cost - if checked will compare/update the employer cost amount of the deduction associated with the benefit in payroll with the employer cost amount in I&B.
  • Update/Compare ceiling amount - if checked will compare/update the ceiling amount of the deduction associated with the benefit in payroll with the ceiling amount in I&B.
  • Update/Compare standard amount - if checked will compare/update the ceiling amount of the deduction associated with the benefit in payroll with the amount in I&B.
  • Include benefits with zero amounts
  • Include SSN on report
  • Compare number of checks
  • Include inactives - if unchecked will only pull employees who are active in payroll.
  • Blank line between employees

Input criteria

  • Employees
  • Benefit codes
  • Pay Group

NFP Interface

If the NFP Interface is enabled in the license file, additional functionality will take place that removes any unused health or life benefit deductions from the employee after updating.

The way the system determines this is explained below:

  • Deduction code has an Insurance and Benefit code referencing it in Benefits.
  • Benefit referencing the deduction is either a Health or Life benefit type.
  • No benefits exist in Enter/Edit Insurance and Benefits Master for the deduction for the year Update/Compare Benefits to Payroll was run for.