Did you make a mistake, or did a member change their mind? No worries! Here’s how to increase initial funding amounts for benefits like HRAs, HSAs, and LSAs for pending benefits.
How to increase initial funding amounts for pending benefits
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select the Benefits tab.
Choose the desired benefit template.
On the Benefits dashboard, choose 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.
Increasing 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.
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 increase 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 | (You are here.) | ||
Active Benefit |