Updating your Benefits Data

This article provides an overview of how to resolve employee Benefits Data issues and when to reach out to Namely for a resolution.

OVERVIEW

Did you come across data discrepancies in your employee(s) benefits? Don't stress! While you can resolve some data issues on your own, there are a few that can also be resolved by submitting a case in the Help Community. Follow the comparison chart below to understand which issues require a case submission.

Refer to this document for more information: Benefits Data Fix Comparison Chart

TROUBLESHOOTING

Refer to the corresponding articles for instructions on how to resolve the following data updates on your own:

Benefits Data Update	Troubleshooting Resource
Demographic data	Managing Demographics (Benefits)
Benefits eligibility	Updating an Employee's Benefits Class Updating Benefits for an Employee Moving from Full-Time to Part-Time
Wage information – salary, exempt vs. non-exempt, pay frequency	How do I update an employee’s salary?
Tax setup – withholdings	Adding and Editing Employee Tax Information Excluding Live-In State Tax for Existing Employees Enabling Dual-State Taxation for Existing Employees Company-wide Tax Exemption
Deductions	Company and Employee Level Deduction Setup Garnishments, Child Support, and Other Payroll Deductions How can I make a one time edit to an employee's deductions? How can I check to see if a benefit is set up as pre or post-tax?
Employee enrollments via Enrollment Wizard	Changing and Enrolling in Benefits
Dependent enrollments via Enrollment Wizard	Changing and Enrolling in Benefits How do I remove a dependent from a plan? How do you resolve the “No eligibility reported” error message for a dependent when enrolling?

CASE DETAILS

Reach out to Namely if you would like us to update the following:

Benefits Data Update	Case Submission Details
Any benefit updates done via import	Submit a case in the Help Community: Product Name: Benefits Administration Product Feature: Employee Benefit Data Function: Employee Data Update Download the below templates: Import template for Plan updates Import template for Dependent updates Import template for Beneficiary updates
Any discrepancies on past enrollments (e.g., fixing the start date on last year's medical enrollment)	Submit a case in the Help Community: Product Name: Benefits Administration Product Feature: Employee Benefit Data Function: Employee Data Update
COBRA change history information (at the bottom of the EE's General page)	Submit a case in the Help Community: Product Name: Benefits Administration Product Feature: Employee Benefit Data Function: Employee Data Update
Any data for terminated employees	Submit a case in the Help Community: Product Name: Benefits Administration Product Feature: Employee Benefit Data Function: Employee Data Update

TIP:

Not sure if you'd like to manually update or request an import? Keep in mind that updating the benefits data for 10 employees would take approximately 20 minutes to complete manually compared to 7-10 minutes to compile the information needed for the import sheet.