How to enter TSA and Insurance refunds

Pre-Tax Insurance Refunds

If an employee should be refunded a PRE-TAX premium, do the following:

Determine the refund due to the employee.
Go to HRPYBE, Benefit Assignments tab.
Click the add button to enter a new assignment.
Enter the begin/end date of the pay period for the refund based on the employee pay cycle in the Beg/End field.
Select the PRE-TAX Refund Plan for the type of benefit you are refunding.
Enter the amount of the refund in the Addl Amt field. Set the Addl Dts equal to the Beg/End dates. NOTE: For plans with an Employer and Employee portion, remember to update both the Addl Amt fields.
Update the Notes field with the reason for the refund.
Save the Record.

If the employee should be refunded an AFTER-TAX premium, do the following:

Determine the refund due to the employee.
Go to HRPYBE, Benefit Assignments tab.
Click the add button to enter a new assignment.
Enter the begin/end date of the pay period for the refund based on the employee pay cycle in the Beg/End field.
Select the AFTER-TAX Refund Plan for the type of benefit you are refunding.
Enter the amount of the refund in the Addl Amt field. Set the Addl Dts equal to the Beg/End dates. NOTE: For plans with an Employer and Employee portion, remember to update both the Addl Amt fields.
Update the Notes field with the reason for the refund.
Save the Record.

If an employee should be refunded for a TSA deduction, do the following:

Determine the refund due to the employee.
Go to HRPYBE, Benefit Assignments tab.
Click the add button to enter a new assignment.
Enter the begin/end date of the pay period for the refund based on the employee pay cycle in the Beg/End field.
Select the TSA Refund Plan for the type of benefit you are refunding.
Enter the amount of the refund in the Addl Amt field. Set the Addl Dts equal to the Beg/End dates.
Update the Notes field with the reason for the refund.
Save the Record.