The Recalculate Participant Values process updates activity rates based on changes to plan design.

You run processes from the Submit Requests window.

See: Recalculate Participant Values Overview (Standard Benefits)

   To run the Recalculate Participant Values process:

1. Select the Recalculate Participant Values process in the Name field.

2. Enter the Parameters field to open the Parameters window.

   You can select from a variety of criteria to limit the participants for whom you are re-calculating activity rates.

3. Select an individual in the Person Name field to run the process for a single person.

4. Select a Person Type if you want to calculate rates only for a particular person type (such as employee) within the compensation objects you select.

5. Select a compensation object--such as a plan or program--for which you are calculating rates.

6. If special circumstances apply, select a Compensation Object Selection Rule or a Person Selection Rule you have defined to limit the application of the rate re-calculation. For example, you can write a rule to restrict person selection to those employees with a recent salary change.

7. Choose the OK button.

8. Complete the batch process request and choose Submit.

   If you run this process in error, you can resubmit the process at a date that is prior to the effective date of the previous run. This will recalculate results using the earlier effective date and remove all future changes.

   Note: Anytime you run this process it will remove any future enrollment changes.