Contribution Amount Changes using ESS year round?

Hello,

We recently added a HSA plan to our health coverages and was able to set it up to go through open enrollment. During Open enrollment, employees can pick the annual amount they wish to contribute to the HSA. We are now looking at ways to use ESS for benefit changes outside of Open Enrollment if the employee decides to change their contribution amount throughout the year.

We have our HSA setup as a DC plan that allows a employee to contribute and we want to be able to allow them to change the annual amount through ESS. We also have a 457 plan that is DC and we hope to be able to allow this to be managed through ESS all year.

Has anyone used ESS to allow employees to change Annual contribution amounts for a DC plan as needed throughout the year? Is it possible? We have not found much information on the subject.

We looked at Life events and understand that Lawson does not have the option to create a new Life event. What other ways can ESS be used to modify certain benefits?

We are currently using version 10 software.

Thanks for any insight anyone can share with your experiences

0911060553270289.pdf

Find more posts tagged with

Infor Lawson Human Resources Group - Discussion

Comments

slivak

We implemented single sign-on with our plan providers and provided links within ESS that take our employees directly to the plan providers' sites to make changes. The changes are then fed back to us through our vendor interfaces.

bettie-clay

Thank you for your reply Mark. I have brought this up to our team and it is up for consideration. However, they were hoping there was a element in ESS to allow the user to make changes that would be updated in Lawson first and then communicated to the vendors. I was able to locate some bookmarks for ESS for a user to see their FSA balance or their stock options but unfortunately there is no place to make changes to the contributions there.

Has anyone seen this functionality? Is it some placed we may have missed in our research or is it not a offered feature?

0712131256598360.doc

unknown

Hi Bettie, we also have the employees make all their changes through the vendor websites, who then send us files that we apply to Lawson. But you might be able to make a design studio version of a Lawson form that you can give to employees as a bookmark, that will let them update the amount. This is an old example, but before Lawson had the smoker flag on HR11, we used design studio to make a form that populated a user field containing tobacco use status, which we put out as a bookmark for all employees, and had them access and populate the form as part of signing up for health benefits. Maybe you could build a design studio version of BN32 or BS31 specifically to change the contribution amounts for these benefits only, and give the employees a bookmark to it? Off of the top of my head, BS31 might be the way to go, as it will not directly update Lawson - you can review the employee's changes first.

unknown

Since the functionality is not delivered, we decided to create our own HSA contribution form that allowed employees to make a change on our site and then we send changes to the vendor. I'm not in IT but I'm certain we used Design Studio. Our ESS form shows current contribution amount and YTD payroll contributions & employer contributions. Employees still go to the vendor site to manage claims, check balances, retrieve forms.

bettie-clay

Hi Imelda.

We have decided to revisit this. Are you using Version 10? Would you or your DOT be willing to share your setup for your HSA contribution form that you use on ESS?

We definitely want to be able to import the changes in house and then send to vendors.

Thanks again!

bettie-clay

Thanks pbelsky. This looks like what we may need to do. Just looking at options on how to build it now.

Copyright © 2025 Infor. All rights reserved.