Update benefits process

Use the Update Benefits process to calculate information pertaining to benefit premiums and coverage. You must perform this process in the following situations:

  • After you download 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 this process after running the Update Open Enrollment process so that the employees' benefit plans are updated in Sage HRMS.

Notes:  

  • Sage HRMS calculates all active (not expired) benefit enrollments regardless of the enrollment effective date.
  • Sage HRMS keeps track of employees who previously waived coverage and does not update the information for the plans for employees who waived coverage.

To run the Update Benefits process:

  1. Select Employees > Processes > Update Benefits.

  2. Sage HRMS displays a message explaining the process and asks if you want to continue. Click Yes to begin the process.

    Important! If you click Yes, you cannot cancel the process.

    Sage HRMS displays each employee name and ID as it updates the benefits.

  3. When the process is complete, click OK.