Did you make a mistake, or did a member change their mind? No worries! Here’s how to update initial funding amounts for benefits like HRAs, HSAs, and LSAs before the enrollment start date.
How to update initial funding amounts for a Care Spending Account before enrollment
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select the Benefits tab.
Select the desired benefit template.
On the Benefits dashboard, select the Overflow Menu for the appropriate member.
Select View Contributions.
Please make any desired updates to the initial funding employee and initial funding company amounts. Any amount listed under New will replace any amount listed under Current.
Select Save.
Language Note
"Initial Funding - Employee" is an initial employee deduction. And "Initial Funding- Company" is the initial employer contribution.
Updating automated, scheduled, and in-progress contributions
Here are some helpful reminders about updating contribution amounts for automated, scheduled, and in-progress contribution batches.
Timeline for automated contribution updates
Automated contribution amounts are updated and applied to the next contribution batch. The last date to update amounts for upcoming contributions is five (5) days before the pay date at 9:00 PM Central Time.
Updating in-progress contributions
You cannot update or cancel a contribution batch that is already in progress. Contact Support if you have any additional questions.
Updating scheduled contributions
Our system doesn't allow direct edits to scheduled contributions to avoid duplicate errors, so you must cancel and reschedule them.
Tip for updating scheduled contributions
Here's how:
Download the CSV for the scheduled contribution batch
Make updates to the Contributions spreadsheet
Cancel the original scheduled batch
Schedule a new batch with your updated CSV
Related articles on updating contribution amounts
Are you unsure if this is the right article for you? Here's a list of related articles on updating contribution amounts.
Related articles on updating contribution amounts
Are you unsure if this is the right article for you? Here's a list of related articles on updating contribution amounts.
| Initial Funding | Recurring Contributions |
Before Enrollment Start Date | (You are here.) | |
After Enrollment Start Date |