As the Plan Administrator, you have the option to enter Balance Corrections for employees. This allows you to either increase or decrease the amount of allowance they’ve been allocated.
To enter a balance correction, log in to your online administrator account and follow these steps on your account dashboard.
- Click the white box to the left of the employee’s name and click the green Actions button that appears at the top of the list.
- Once you click Actions, you’ll have the option to choose Enter Balance Correction from the drop-down menu.
- This will give you the option to add or remove allowances from the employee’s existing balance by entering an amount in the Correction Amount box.
- Once you have added a correction note, you will be able to save the changes by clicking Submit Balance Correction at the bottom of the page.
When the balance correction has been entered, you will be able to track this by looking at the employee’s ledger.