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To trace the history of a benefit, simply go to the benefits screen and click on the < or > arrows.
You will notice changes under the buttons of the task bar of the benefit that indicate:
· The entry date of the event;
· The effective date of the event;
· The plan name;
· The reason for the event;
· The status of the event.
With respect to the status of the event:
· An even in the "History" means that it was processed on an invoice, but that it is no longer used by the software during the process..
· A "current" event is the last one used on the invoice. It is also the one that will be considered for the source deductions until the next invoice.
· An "unprocessed" event is one that still hasn't been processed on an invoice. It will appear on the first invoice that covers the effective date of the event. Note that this event is the one that will be used to calculate the source deduction assumptions. |
