Requesting Benefits Billing Refunds in HRS

Overview

This procedure provides steps to take when an employees has overpaid insurance premiums in Benefits Billing and requires a refund.

Process Considerations:


You may click on the links below to navigate directly to a section:


Instructions

1. Refund requests are made via a WiscIT initiated by either the UW Institution or the UWSS Reconciliation Team.
Note: The ticket must clearly indicate if funds should be reallocated or if a paper refund check should be issued to the employee.
2. To see the actual adjustments in HRS, navigate to: Benefits > Benefits Billing > Calculate and Review Charges > Review Charge Details, enter the EMPLID and click search.
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3. To see the description of the adjustments in HRS, navigate to: Benefits > Benefits Billing > Make Adjustments > Review Adjustment Summary, enter the EMPLID and click search.

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Additional Resources

Related KBs: Related Links:

Get Help

  • Click HERE to contact UW Shared Services - Service Operations Department or HERE for the UWSS IT HelpDesk if you have any issues with these instructions.