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 how the funds should be processed.

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 or HERE for the Office of Technology Services (OTS) Helpdesk if you have any issues with these instructions.