Once the benefit is active, you can’t edit a member’s original initial funding amounts. You also can’t move recurring contribution dates as these are set on the program level. But you can schedule a manual contribution to fund their accounts before the next recurring contribution date—here’s how!
How to make a catch-up contribution
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select the Contributions tab.
Select Create New Contribution
Select the Manual contribution type.
Choose the date to make funds available to member(s).
Select Create Contributions.
Upload the Contributions spreadsheet with appropriate information.
Select Schedule Contributions.
Select Close.
Review Initial Funding
The Total Initial Funding column on the benefit dashboard provides each program member’s starting balance. To review initial employee and employer funding amounts, select the Overflow Menu for the desired member, and then select View Contributions.
A note on manual contributions
Manual contributions won’t show up as initial funding under the benefit, but once processed, the amount will be recorded under the member’s benefit account as funds available to spend.
Increasing automated, scheduled, and in-progress contributions
If you're reading this article for increasing amounts after the enrollment start date, it's likely too late for you to update an automated contribution batch, but here are some helpful reminders.
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.
Increasing in-progress contributions
You cannot increase or cancel a contribution batch that is already in progress. Contact Support if you have any additional questions.
Increasing scheduled contributions
If you need to update the contribution amounts for an existing automated contribution, you must cancel the contribution and manually schedule a new one.
Tip for increasing scheduled contributions
Download the CSV for the scheduled contribution batch. Make your desired updates. After making your desired updates to the Contributions spreadsheet:
Cancel the scheduled contribution batch
Schedule a new contribution batch with the updated CSV.
Remember to update the recurring contribution amounts within the platform for future automated contribution batches!
Related articles on increasing contribution amounts
Are you unsure if this is the right article for you? Here's a list of related articles on increasing contribution amounts.
| Starting Balance for FSAs & LP-FSAs | Initial Funding for Non- FSAs & LP-FSAs | Recurring Contributions for All Benefits |
Pending Benefit | |||
Active Benefit | (You are here.) |