Processing the HSA no HDHP Enrollment WED Report in HRS
Overview
This report identifies employees currently enrolled in a Health Savings Account (HSA), but not enrolled in a High Deductible Health Plan (HDHP). HDHP participation is a prerequisite for an HSA election. This must be corrected by either removing the HSA election, or creating a HDHP election for the correct time frame. All corresponding deductions should also be reconciled.Process Considerations:
- Coverage Begin Dates should be the same for both the High Deductible Health Plan and the Health Savings Account enrollments.
Instructions
1. Log into HRS. The Workflow Exception Dashboard queries will
appear based on your current security and whether there is an error to
fix. Use The Workflow Exception Dashboard in HRS for additional guidance.
2. Click on the UW_BN_HSA_NO_HDHP query hyperlink in the Workflow Exception Dashboard (WED).
3. A current list of employees who are enrolled in a Health Savings Account (HSA) but missing a High Deductible
Health Plan (HDHP) enrollment will be displayed.
This list will be refreshed each evening. (Note: Empl_ID's that appear
as hyperlinks in the list have more than one error.)
4. Click the 'Check to Claim' checkbox next to the person you wish to work with, and your name will appear in the Claimed By section with the date and time noted.
5. Click the FSA_BENEFITS hyperlink for the employee you have claimed.
6. The employee's Spending Accounts enrollment pages will be displayed. Click on the arrow button to navigate to Plan Type 67 Health Savings Account.
7. Note the Coverage Begin Date for Plan Type 67.
8. Create an ADM Event or reprocess an existing ADM Event for the same Event date as the HSA enrollment to add the HDHP coverage. A State Group Health Insurance application must be received within 30 days of a Qualifying Event (60 days in the event of a birth) to add the HDHP coverage. If the application is not submitted timely, the employee is not eligible for an HSA plan and the Benefit Administrator will need to terminate the HSA enrollment in HRS and notify UWSS Benefits Team to submit the account closure and audit request documents to Optum Financial.
- Please follow these documents for User Procedure steps: Reprocessing Events Using On Demand Event Maintenance in HRS, Adding Events to the BAS Activity Table in HRS, Enrolling, Changing, or Canceling Coverage Using On Demand Event Maintenance in HRS to make enrollments and/or changes.
- If deductions were taken for an HSA and the employee is not eligible for the HSA plan, please create WiscIt and assign it to your Affinity Group. The UWSS Benefits Team will submit the account closure request and audit documents directly to Optum Financial to verify funds are available to process a refund and ensure the account is closed..
Warning: If the employee is still enrolled in a Health Savings Account with no corresponding High Deductible Health Plan election beyond the 30
days (60 days for birth) of a Qualifying Event or their date of hire, the UWSS
Benefits Team will remove the HSA election. The Benefit Administrator will receive a
communication if this occurs.Additional Resources
Related KBs:
- Review Benefit Enrollments in HRS
- Adding Events to the BAS Activity Table in HRS
- Enrolling, Changing, or Canceling Coverage Using On Demand Event Maintenance in HRS
- Reprocessing Events Using On Demand Event Maintenance in HRS
- Entering New Hire HSA and HDHP Enrollments in HRS