Sage HRMS - NA Ideas Portal
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Status Planned
Categories Open Enrollment/Life Event
Created by Allison Allen
Created on Jan 31, 2023

RELATED IDEAS

Update Benefit ability for an individual - Similar to Accrue Time option

The ability to run "Update Benefits" on the Employee Level, for example a button or functionality similar to what is available on the Time Off Summary page. This would be tremendously useful for use with Life Event Approval (or Savings Plan Groups). Particularly in the Life Event Approval this would alleviate the requirement to run Update Benefits for all employees/all plans via the Employee Process.

  • ADMIN RESPONSE
    Sep 21, 2023
    Thank you for your suggestion. This will be reviewed by the product team and considered for inclusion in a future release of the premium version of Sage HRMS Employee Self Service.
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  • Admin
    Mark Auchtung
    Jan 30, 2026

    We are planning to add this feature to an upcoming release. For now, there is an option that provides this functionality.

    This is controlled by a setting in Enterprise Setup. On the Enterprise Setup page, Enterprise Options tab, set "Automatically Recalculate Benefits" to one of the option that includes "By Employee". Once set, when a change is made on the Employee's Insurance or Savings Plan, the updated benefits process will run for this employee.

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