When setting up HSA benefits for your employees, there may be instances where the benefit does not function as expected, such as not showing deductions. Check the following common misconfigurations to see if the HSA benefit and event were properly set up.
Troubleshooting Benefit
Navigating to Benefit Properties
- Expand Settings and click Benefit Management from the menu.
- Click the name of the new benefit package.
- Click the Configure Benefit Structure tab.
- Click the name of the benefit plan.
- If the HSA is not showing a deduction and/or if it fails when clicking on the benefit under the employee's profile, check if the benefit has a min and max amount configured.
Troubleshooting Event
Navigating to Events for the Employee Portal
- Expand Setup and click Setup Properties from the menu.
- Hover over 'Employee Portal Setup' and click Employee Portal.
- Click the Events tab.
- Click the name of the event.
- If the HSA is not working on the employee portal, check that the event is active and the check box "Require an Event Date be entered when Event" is enabled.
- From the "Properties" tab under "Benefit changes made during this event should become effective", set to "0 days following Event Date (0 days indicates changes become effective immediately)".
From the "Benefits" tab for the event, verify that:
- "Medical" benefit type has been enabled with:
- "Included in Event" and "Read Only"
- "Restrict Increase in Coverage to following # of Levels" and "Restrict Decrease in Coverage to following # of Levels" are set to "0".
- "Health Savings Account (HSA)" has:
- Enabled all boxes except for "Read Only"
- "Restrict Increase in Coverage to following # of Levels" and "Restrict Decrease in Coverage to following # of Levels" are set to "0".
- "Medical" benefit type has been enabled with: