Overview
This job aid shows benefits officers at full eBenefits campuses how to enter HCRA/DCRA on behalf of an employee.
Background
- Employees can enter the Monthly Contribution Amount for HCRA or DCRA through employee self service for a permitting life event.
- However, In certain situations, HCRA or DCRA enrollments that the employees entered might have incorrect monthly contribution amount.
- In these situations the Benefits Administrator must enter on HCRA or DCRA enrollments behalf of the employee.
It is not recommended that the Benefits Administrator rely on the Flexible Spending Account Worksheet, as the form is based on a full 12-month year and does not account for the month of entry or the number of remaining months in the year. For example, if the entry is made in November, only December remains for payroll deductions, which can result in inaccurate calculations.
Review the nightly CSU_PERM_INS job logs
For more information about this task, see:
Look at the nightly CSU_PERM_INS job logs in CSUBASOE and CSUBASDL to see if any permitting event codes were inserted for plan types 60 and 61. Plan Type 60 is HCRA. Plan Type 61 is DCRA.
- If no employee is listed on the CSU_PERM_INS job log for plan type 60 or 61, STOP. You do not need to proceed.
- If any employee is listed on the CSU_PERM_INS job log for plan type 60 or 61, then continue to Reprocess the ESS BAS event.
Re-open the Finalized-Enrolled ESS BAS events that had a HCRA/DCRA enrollment in the On Demand Event Maintenance page by reprocessing the Finalized-Enrolled ESS BAS event back to a Re-Enter Process Status
Reprocess the ESS BAS event
Do not do this until the ESS BAS event is finalized.
Step 1: On the CSU Administrator Home page, click the CSU Benefits Administrator tile.
Step 2: Click Enroll in Benefits > On-Demand Event Maintenance
Step 3: Search for the employee.
Step 4: If necessary, click the Event Status Update page to select the event.
Step 5: Find the event and select Open for Processing. Ensure all other events are closed.
Step 6: Click OK.
Step 7: Set the Process Indicator to R (Re-enter), then click Reprocess.
Step 8: Click OK.
Enter correct monthly contribution amount
Step 1: Click Election Entry.
Step 2: Scroll to the Plan Type 60 or 61.
Step 3: Calculate the correct monthly payment. In this example, the employee entered $5000 for the annual pledge. 5000/12 (months) is $416.67.
Do not use the Calculate button.
Step 4: Enter the correct monthly payment amount into the following fields:
- Employee Contribution Override
- Pay Period Amount Employee Contribution
Step 5: Click OK.
Step 6: Finalize the event.
- Check Finalize/Apply Defaults.
- Click Validate/Finalize.
Step 7: Click OK.
Generate the HCRA/DCRA Enrollment form
For generating and printing forms, see:
Submit the HCRA/DCRA Enrollment form to SCO
For information about submitting forms to SCO, see:
End of Article