Update Benefits
The Update Benefits process allows you to calculate information
pertaining to benefit premiums and coverage. You must perform this process
in the following situations:
- After you've downloaded benefit-related
information from another system
- Periodically, if you base benefit
plan eligibility requirements and rates on information that changes over
time (such as employee age or seniority)
- If you also use Sage ESS, run the process after you've run the Update
Open Enrollment process to update employees' benefit plans in Sage HRMS
Sage HRMS keeps track of employees who previously waived
coverage; Sage HRMS does not update the employee records of the plans
for which employees waived coverage.
To Update Benefits
- Select Employees > Processes > Update Benefits.
- When
you perform this process, Sage HRMS displays a message and prompts you to continue.
Important! After you begin the Updating Benefits process,
you cannot cancel the process.
- Click Yes to begin the process. Sage HRMS displays each
employee name and ID as it updates the benefits. Click OK when Sage HRMS
completes the process.
Note: Sage HRMS calculates all active (not expired) benefit enrollments regardless of the enrollment effective date.