Topics Map > Human Resource System (HRS) > Benefits Administration

Requesting Benefits Billing Refunds in HRS

Overview

This procedure provides steps to take when an employees has overpaid insurance premiums in Benefits Billing and requires a refund.

Process Considerations:

  • If a refund needs to be issued to the employee, the payment(s) and charge(s) must be adjusted in Benefits Billing by UWSS. Either a reallocation of the payment is processed, a credit card refund is processed, or a paper check is issued to the employee.
You may click on the links below to navigate directly to a section:

Instructions

1. Refund requests are made via a WiscIT initiated by either the UW Institution or the UWSS Reconciliation Team.
 
Note: The ticket must clearly indicate how the funds should be processed.
2. To see the actual adjustments in HRS, navigate to: Benefits > Benefits Billing > Calculate and Review Charges > Review Charge Details, enter the EMPLID and click search.
Charge Detail

3. To see the description of the adjustments in HRS, navigate to: Benefits > Benefits Billing > Make Adjustments > Review Adjustment Summary, enter the EMPLID and click search.

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