Payroll Processing Audits: Benefits Elections Review

This article provides instructions on how to review employee benefits elections during the payroll processing audits.

OVERVIEW

The Benefits Election review is part of a series of audits and tasks we recommend completing to process payroll accurately and efficiently. Refer to Namely Recommended: Preparing to Process Your Payroll for more details.

Follow the below steps to make sure that all of the benefit information within the pay period is accurate to ensure a successful payroll process using the Confirmation Report. Refer to How to Approve or Reject Benefits Enrollments to learn more about Confirmation Reports. 

REVIEWING BENEFIT ELECTIONS

1. In Namely Payroll, go to Enrollment Setup > Confirmation Reports.

2. Select the pay period in the Creation Date From and To field.

3. Select the Pending option > Search. 

4. A list of employees who need their Benefits Confirmed for Payroll will populate.

5. Compare these confirmation reports with the employees' deductions (found on the employees payroll page) and ensure that the start date listed are within the pay period.

6. Keep the pay period search and select Confirmed in the Search Options.

7. Compare these confirmations with the employee' deductions and ensure that their start dates are within the pay period.