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 an employee's Demographics page or HR Status page.
- Add a job or salary change to an employee's Current Job page or Current Pay page.
- Add, edit or delete an employee's dependent.
- Add an employee.
- Click on an employee's 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 page or Benefit Savings Plans page, Sage HRMS uses this data to recalculate benefits for all employees enrolled 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
If you want to disable automatic benefit calculations, use one of the following methods:
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To disable automatic benefit calculation for all employees in the plan: Leave the Coverage Amount, Monthly Employee Premium or Employee Contribution Amount items blank when you set up the benefit plans.
Note: If you enter zero (0) in these fields, it does not disable automatic benefit calculations; the items just use zero in the calculation.
- To disable automatic benefit calculation for a particular employee: Open the employee’s Savings Benefits page, select the plan and click More, and choose for Automatic Update (on the Benefit Plan tab).
- To disable automatic benefit calculation for selected employee groups: Use the Mass Update process to change Automatic Update to .