How to update benefit calculations in Sage HRMS

The Update Benefits process allows you to calculate information pertaining to benefit premiums and coverage.

Perform this process in the following situations:

• You have Downloaded/Imported benefit-related information from another system
• Benefit rate tables change over time (Example: Benefit rates are determined by the employee's age or their seniority)
• If you use Sage Employee Self-Service: Perform the Update Benefit process after you’ve performed the Update Open Enrollment process

Sage HRMS will calculate all active benefits enrollments for each employee regardless of the enrollment effective date.

Update benefits don’t calculate/update:

• Waived coverage
• Expired benefit plans

To run the Update Benefits process:

Go to: Employees, Processes

1. Select: Update Benefits.
2. Click: 'Yes' to begin the process (Note: Once you begin the Update Benefits process, you can’t cancel the process).
3. Click: 'OK' when the process has been completed.
4. Sage HRMS displays a message and asks for confirmation to continue.