Revising Fund Allocation Percentages

Access the Work With Allocations By Employee form.

To revise fund allocation percentages:

1. Complete these fields to locate the employee's allocations:

   • Employee Identification

   • Plan ID

2. Select one of these options and then click Find:

   • Current Enrollment

   • Prior Enrollment

   • All

3. Select the record that contains the allocations that you want to change, and then select Allocations by EE (employee) from the Row menu.

4. Enter the correct percentage in the New Percent % field and click OK.