If you’ve ever tried to change an employee’s class and noticed that not all available classes appear in the dropdown, it's not a glitch. This can happen for a few specific reasons, primarily tied to the differences in plan types and structures.
Plan Type and Structure Differences
The most common reason why a class doesn’t show up in the “Change Plan” function is due to a mismatch between the two plans. For example:
Different Plan Types: If one plan is under myHSA and the other under myFlex, the system recognizes them as entirely separate plan types, which prevents the automated dropdown selection.
Structural Differences: Even if both plans fall under the same type, variations such as distribution schedules or other structural elements can cause a disconnect. For example, if one plan allocates funds annually while the other uses quarterly distribution, the automation can’t calculate balances seamlessly.
How to Handle It
If you encounter this issue, here’s how to manually resolve it:
Take Note of the Employee’s Original Effective Date: This ensures the balances align with their history in the system.
Remove the Existing Class: Start by removing the employee’s current class entirely.
Add the New Class: Assign the employee to their new class, ensuring all details are updated appropriately.
System Automation: Once the new class is added, the system will automatically generate the correct balances based on the effective date and class structure. If you notice the balances look off, please reach out to us at support@getmyhsa.com or live chat for assistance.
Reopen Allocation (If Needed): If the class change impacts the employee’s ability to allocate funds, you can reopen their allocation starting from today to provide the full allocation window (typically 30 days).