Changing an Amount or Rate Using Eligibility

Access the Change Amount or Rate form.

To change an amount or rate using eligibility:

1. Enter the amount or rate that the employee pays in the unlabeled field to the right of the Employee Payroll Ded DBA field.

2. If applicable, complete the unlabeled field to the right of the Employer Paid Benefit DBA field.

   If the company has set up the system to calculate the employer-paid DBA based on information in the employee-paid DBA, leave the unlabeled field to the right of the Employer Paid Benefit DBA field blank. For this type of setup, the system calculates the amount or rate based on the value in the employee-paid field. If the company has not set up the system to calculate the employer-paid DBA based on information in the employee-paid DBA, enter the amount or rate in the unlabeled field to the right of the Employer Paid Benefit DBA field.

3. Click OK to close the Change Amount or Rate form and continue with the change.

4. On the Work With Enrollment With Eligibility field, verify this information:

   • A triangle appears in the row header for the record with the change

   • The ending date is one day prior to the effective date for the record with the change

   • The system created a new record with the new rate

     When payroll history exists, the system ends the record and creates a new one. When no payroll history exists, the system processes the change without end dating

5. To complete the change, click Submit.

   After you submit the change, the D and the triangle disappear.