Arrears balances are created when an employee's net pay within a pay period is insufficient to cover a deduction or a retroactive benefit change has occurred. This procedure should be used to view arrears balances identified by running the Arrears Query (See KB 34230) or when reconciling employee premiums. Benefit Administrators have the options to allow arrears balances to flow on payroll, open a ticket to clear or adjust the balances, or have the balances enrolled in Benefits Billing. Benefit Administrators may also need to complete the Outstanding Employee Balance Payment Agreement with the employee if payment plan is over several payroll checks.
1. Navigate to: Payroll for North America > Periodic Payroll Events USA > Balance Reviews > Arrears
3. The Arrears Balances tab will display balances for each Deduction Code as of the last confirmed payroll or Retro Ben load. BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid will provide a reference to the Plan Type, Benefit Plan, and Deduction Code appearing on the page.
4. In this example, the employee has an Arrears Balance of $219.00 for Plan Type 10 (State Group Health) for the Dean w/Dental Benefit Plan. This arrears balance will take on the next available payroll check that has earnings.
5. The Arrears Balance Adjustment tab will display the before and after adjustment balance.