Employers and Feature Admins can unlock an enrolled employee’s HSA contribution so the contribution amount can be updated mid-year. Change HSA amount appears on the action wheel only when the employee is frozen and has an active HSA election attached to their benefits subgroup, and Benefits is enabled for the employer.
To unlock an employee for an HSA change:
- Select Employees in the top navigation, then open the employee list.
- Find the employee, hover over the action wheel next to their name, and select Change HSA amount.
- In the Change HSA Amount dialog, select Unlock.
BerniePortal unlocks the employee for an HSA contribution change. The employee’s status shows an HSA badge. For more on badges, see Badges.
To change the HSA contribution as the employer or Feature Admin:
- Hover over the employee’s action wheel and select Edit HSA election.
- Review the warning that you will be logged out of your admin account and into the employee’s account, then select Ok.
- Under When do you want this HSA change to take place?, choose the month, day, and year. The change takes place the pay period after the date you enter.
- Under Your Contributions, select the per-pay-period amount, or select Other (enter amount) and enter an amount.
- Select Save changes.
Saving updates the employee’s HSA deduction in BerniePortal, regenerates the Election PDF, and returns the employee to a frozen status.
Employee path after unlock:
While the employee has the HSA status, the employee can sign in and select Enrollment in the top navigation to open the same HSA change form, then complete the contribution and date steps above and select Save changes.