HSA Setup for Affiliate Coming on to Lawson HR/PR

kevinwheeler

Good afternoon,

We have an affiliate coming on board to Lawson HR & Payroll in a few weeks and are struggling with the setup of their HSA.  We do not currently utilize HSA's in Lawson for either of our existing HR/PR companies, so we're unfamiliar with the proper direction to take.  There is an employer (front load) contribution to this plan and we will also have to take into consideration the > 50 increased limits and what requirements that consists of to setup and maintain.  We will also utilize Direct Deposit accounts via PR12 to deposit the 'contributions' into the employees account.  We have reviewed the various posts on Lawson Community on this topic, but there does not look to be to many recent posts or updates.  If anyone could provide documentation or guidance on how they setup their company (in a similar fashion to that above) in Lawson it would be greatly appreciated.  

Regards,

Kevin @ Crouse Health

Syracuse, NY

dEPM-665 - Module Activation.mp4

sriman-shivakoti

That is similar to our set up .   We have a benefit plan for the employee deduction and just a deduction code for the employer lump sum amount.  We pull a file based on our carriers specs to transmit the amounts to the HSA company.  I would think you'd need to watch your PR12s to make sure they match all the time when utilizing that functionality.  The >55 increased limits are managed by BSI groups which is like our >50 DC limits.  This means we have a group for >50 and a group for >55.  Of course, the HSA groups has a ton more tax authorities.

Hope this helps.