New Benefit Sync screen available

posted Jun 7, 2016, 11:29 AM by Peyri Herrera
New

A new Benefit Sync screen (Main Menu > SDCOE Custom > Benefits > Benefit Sync) has been developed to assist you in the synchronization of your employee’s benefit and general deduction enrollments to the deduction override screen (Main Menu > SDCOE Custom > Payroll > Processes > Override Deductions (Employee)). The Benefit Sync tool updates the benefit plans and general deductions on the override screen and retains the monthly override values that are currently input. This process does not add rows for plans that are not currently listed on the override screen. Please note that you are still required to audit all override screens once the synchronization process has been completed.

EXAMPLE:
In this example, the Benefit Sync tool found one employee that has a variance between benefit plans or general deductions. The Old Benefit Plan is KAISVA. The New Benefit Plan is KAISEV.
Benefit Sync

BEFORE:
Here is the Override Deduction screen prior to running the synchronization process (KAISVA).
Before

Here is the base benefits table for the plan type medical screen prior to running the synchronization process (KAISEV). 
Before

AFTER:
Here is the Override Deduction screen after running the synchronization process (changed to KAISEV). 
After

Roles that can access Benefit Sync are M_BEN_DISTRICT_ADMIN, M_PAYROLL_SPECIALIST, M_PAYROLL_ADMINISTRATOR, and M_PAYROLL_CBO

For step-by-step directions for using Benefits Sync, please refer to Synchronize the Monthly Override Deductions Screen with the Base Benefits and General Deductions Tables (pp.41-44) in BA1 Benefits Administration Guide v4.2.pdf.