When an enrolled employee needs to change their Parking / Transit contribution, an Employer or Feature Admin unlocks the election first. After unlock, you can switch into the employee account to enter the new amount, or the employee can complete the change themselves.
Who can change Parking / Transit amounts
Employers and Feature Admins can unlock and edit Parking / Transit elections when Benefits is enabled for the company and the employee is enrolled in a Parking or Transit plan attached to their benefits subgroup. The action is not available while the employee is in Onboarding status.
To change Parking / Transit amounts:
- Select Employees in the top navigation.
- Find the employee in the list, hover over the action wheel (gear icon) next to their name, and select Change Parking / Transit amount.
- In the Change Parking/Transit Amount dialog, review the message that unlocking lets employees change their Parking/Transit election, then select Unlock.
- Confirm the employee status shows the Parking / Transit badge.
- Hover over the employee's action wheel again and select Edit Parking / Transit election.
- In the confirmation dialog, select Ok to leave your admin account and sign into the employee's account. (Select Cancel to stay in your admin account.)
- On the Parking / Transit change screen, for each plan in the left sidebar: choose when the change should take place (month, day, and year), select an amount under Your Contributions (or Other (enter amount)), then select Save Changes.
- After all plans are saved, BerniePortal updates the employee's deductions, regenerates their Election PDF, and returns the account to a frozen status.
Employee self-service after unlock
While the employee has the Parking / Transit badge, they can also sign in, open Enrollment in the top navigation, and complete the same contribution change and Save Changes steps above.
The contribution change takes effect the pay period after the date entered on the form.