Reconcile Human Resources - Update Benefit Enrollment Incomplete Signup Benefit/Deduction Codes

You may see an error after running the Reconcile Human Resources HR & Payroll >> Utilities >> Human Resources >> Reconcile >> Update Benefits Enrollment and receiving messages stating a benefit or deduction or both still need to be completed. In this blog are the recommended steps to remove these messages from this report.

Messages in this report:

• Both Benefit and Deduction setups still need to be completed for this code.
• Deduction setup is still needed for this code.
• Benefit setup is still needed for this code.

Before we begin the steps below, we recommend testing any steps in a test company before doing them in a live company. Therefore, I recommend you refresh your test company with live company using this link, “How to set up a test company that has a copy of live company data”  http://support.microsoft.com/kb/871973.

1.  Make sure these two options are set as follows: (These are the recommended settings for optimal performance.)
   1. Go to Microsoft Dynamics GP | Tools | Setup | System | User and verify that the option for Payroll View for Human Resource checkbox is marked for the user that will be performing the action.
   2. Go to Microsoft Dynamics GP | Tools | Setup | Human Resources | Benefits and Deductions | Benefit Preferences and unmark the option for Automatically Update Payroll Benefits and Deductions.
2. Go to Microsoft Dynamics GP | Tools | Setup | Human Resource | Benefits and Deductions | select the category you need (Misc. Benefits, Health Insurance etc.).
3. Select the code and make a change to the Employer Contribution field to link a benefit, and/or the Employee Contributions field to link a deduction, or both if needed. (change these fields by a penny for now and go back and update it afterwards back the correct amount.) I recommend taking a screenshot of the original amount so you can refer to this if you need to.

Note: When making changes at the company level a message will appear asking " Do you want to roll down these changes?  The choices are: Active records, All records, None,

If all employees have the same amounts, then roll down the changes accordingly. However, if employees have unique amounts for benefits and deductions per employee, they may not want to roll down the change to all employees. 

Note: The integration between the HR and Payroll is driven by the amount fields. Employee contribution links to a deduction and Employer contribution links to a benefit on the payroll side. You must have at least $.01 in one or both of these fields at the setup level as needed to create the integration to the payroll side. The system will know by how you fill out the Employee/Employer contribution amounts to prompt you for a Deduction or Benefit or both on the payroll side.

4. Click Save.
5. Click “All records”
6. Click YES to "Do you want to set up the corresponding codes in Payroll, so the Integration is complete?"

Note: If you are not prompted to override the changes in Payroll, go to Tools | Setup | System | User and verify that the option for Payroll View for Human Resource checkbox is marked.

7. The next message will be an informational message saying "These changes must be saved..." on the payroll side > click OK.

Note: If you made a change to the Employee contribution field, you will be prompted for the Payroll Deduction Setup. If you made a change to the Employer contribution field, you will be prompted for the Payroll Benefit Setup. If you make a change to both fields, you will be prompted with the Payroll Deduction Setup first, and then the Payroll Benefit Setup next.

8. Either the Deduction Setup and/or Benefit Setup window will display, and you can make any changes you want to it (Start Date, Taxes, Maximums, etc) and click SAVE.
9. You are prompted "Do you want to roll down these changes?" click “All records”.
10. Next you will be prompted for the benefit side if you make changes to both Employee and Employer fields.
11. Repeat these steps until all codes have been linked.

I hope this helps resolve the messages in this report after running the HR Reconcile.

Margi Jandro

Dynamics GP Support Engineer