FSA Deduction Continues in Payroll after Termination of Enrollment in Open Enrollment

(Doc ID 2316418.1)

Last updated on OCTOBER 11, 2017

Applies to:

PeopleSoft Enterprise HCM Benefits Administration - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

Deductions are still taken for Flexible Spending Accounts (FSA) after they are terminated by Open Enrollment. This occurs even after the Event Rule is changed, setting the date for Deductions + Flex Credits End as Pay Period Preceding Coverage End Date.

EXPECTED BEHAVIOR
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Deduction will not be taken for pay period ending the day before Coverage End Date but paid after Coverage End Date.

ACTUAL BEHAVIOR
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Deduction is still taken for pay period ending the day before Coverage End Date but paid after Coverage End Date even after the Event Rule is changed setting the date for Deductions + Flex Credits End as Pay Period Preceding Coverage End Date.

STEPS
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1. Set Event Rule for FSA to use Coverage End Date for the date the Deductions + Flex Credits are to end (Navigation: Set Up HCM > Product Related > Automated Benefits > Eligibility and Event Rules > Event Rules Table).
2. Create Open Enrollment events, enter elections, and finalize them (Navigation: Benefits > Manage Automated Enrollment > Events > Run Automated Event Processing)
3. Create Paysheets (Navigation: Payroll for North America > Payroll Processing USA > Create and Load Paysheets > Create Paysheets).
4. Calculate Payroll (Navigation: Payroll for North America > Payroll Processing USA > Produce Payroll > Calculate Payroll).
5. Change Event Rule to use Pay Period Preceding Coverage End Date for the date the Deductions + Flex Credits are to end (Navigation: Set Up HCM > Product Related > Automated Benefits > Eligibility and Event Rules > Event Rules Table)
6. Recalculate Payroll (Navigation: Payroll for North America > Payroll Processing USA > Produce Payroll > Calculate Payroll).

Cause

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