1. Login and go to 'Plan Administration Menu'
2. Go to the bottom of the next menu. You should see 'HSA Benefit Categories' and 'LSA Benefit Categories.' Click on 'LSA Benefit Categories.'
Note: This article is going to focus solely on the lifestyle spending account (LSA) Benefit Categories.
3. You will be presented with the following chart. You are able to click into it and adjust employee LSA credits as needed.
There are two columns that you can use to enter an amount. Read the differences below and pick one to enter in the limit.
a) Annual Limit (blue arrow): Use this column to enter in the total yearly benefit limit. Our system will automatically take into account waiting period and pro-rating (if applicable) and display the actual limit the employee gets that year under 'Total Granted'
b) Total Granted (green arrow): Use this column to enter the final limit you want the employee to have for the given benefit year. It will automatically calculate backwards the 'Annual Limit' (if it is different, based on new hire conditions).
Please note, if you are adjusting credits for the following benefit year, you must wait until the previous benefit period has closed.