Manual Adjustments for Healthcare Premiums - Identify Premium Adjustments - Health Savings Account Amounts
Use this procedure to identify if an employee is subject to a manual adjustment for employer contributions to a Health Savings Account (HSA) for New Hire, Rehire, or Appointment Change - Transfer Different Agency actions. HSA amounts are identified on the employee’s current Savings Plans (0169) infotype record.
This procedure will take you through the steps to assist in identifying if an employee is participating in a Health Savings Account (HSA) and determine the amount required for an employer contribution adjustment for New Hire, Rehire, or Appointment Change – Transfer Different Agency actions.
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Step 1
Enter transaction code PA20 in the command field and click the Enter button.
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Step 2
Complete the following field:
- Personnel Number
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Step 3
Click Enter to populate the employee information.
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Step 4
On the Benefits tab, select the Savings Plans radio button.
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Step 5
Click the Overview button.
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Step 6
Determine if the employee has an active HSA Plan.
TIPS:An active record ends on 12/31/9999.
If there is no active HSA Plan record, click the Back button to exit. No manual adjustments for Health Savings Accounts will be required for this employee.
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Step 7
Identify and record the Plan Text field on the active HSA record to determine the type of HSA plan the employee has:
- Health Savings Account - Self
- Health Savings Account - Family
TIPS:The type of record identified is used to assist in determining the manual adjustment amount to create an Additional Payment (0015) infotype record using wage type 2255 – HSA ER Contribution.
- Health Savings Account – Self = $29.17
- Health Savings Account – Family = $58.34
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Step 8
Click the Back button to exit.
Stop:-
This marks the end of the procedure to identify HSA adjustment amounts. Follow the Manual Adjustments for Healthcare Premiums - Identify Adjustment Amounts - Medical and Dental Amounts and Manual Adjustments for Healthcare Premiums - Identify Adjustment Amounts - Surcharge Amounts procedures to identify any remaining adjustments amounts. Then refer to the Manual Adjustments for Healthcare Premiums - New Hire or Rehire or Manual Adjustments for Healthcare Premiums - Transfer Different Agency procedures, as appropriate, to create the manual adjustment entries.
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