Automatic Benefit Calculations

Automatic benefit calculation is the method of using the formulas and rate tables you create and store in the Benefit Rate Tables to automatically calculate coverage, premiums, or contributions for all eligible employees who are in your employer’s database.

After you set up Sage HRMS, the program automatically updates employee benefits whenever you perform the following tasks:

Change any benefit data on the Demographics or HR Status pages.
Add a job or salary change to the Current Job or Current Pay page.
Add, edit or delete a dependent.
Add an employee.
Click OK on the Current Job page.

If you enter or change any data, including a fixed amount, an expression or a rate table for the Coverage, Premiums, or Contributions on the Benefit Insurance Plans and Benefit Savings Plans pages, Sage HRMS uses this data to recalculate benefits for all employees in the plan. You can also add any employee to any plan and manually update an employee’s benefit. However, automatic benefit calculations save time.

Disabling Automatic Benefit Calculations

You might choose not to use automatic benefit calculations. If so, you can disable automatic benefit calculations using one of two methods:

Leave the Coverage, Premium or Contribution fields blank when you set up the benefit plans.

Note: If you enter zero (0) in these fields, you do not disable automatic benefit calculations; you simply update the fields to zero.

Turn automatic benefit calculation off for an individual employee's savings plan. To turn it off, open the employee’s Savings Benefits detail page, then go to the Benefit Plan tab and choose No for Automatic Update.

Tip: If you want to disable the automatic benefit calculation feature for selected employee groups, you can use the Mass Update process to change the Automatic Update field to No.