If your company has an HRA with PeopleKeep, Take Command, or another administrator and you want to move it to Salusion, follow the steps below.
When setting up your HRA with Salusion, you will enter the information needed to set up the plan as if Salusion had been the administrator from the beginning. We calculate how much allowance each employee should have received so far and subtract the reimbursements that were already paid by the prior administrator. The remaining amount becomes the employee’s available allowance on Salusion.
This process works the same way for both QSEHRAs and ICHRAs.
Step 1: Tell us whether the company already has an HRA
First, we ask whether the company currently has an HRA with another provider. If the answer is yes, we ask whether Salusion will replace that HRA during the current plan year.
This tells us whether we should treat the onboarding as part of an existing plan year.
Step 2: Enter the plan year
Next, enter the start and end months of the current HRA plan year.
These dates should reflect the plan year itself, not the date you begin using Salusion. For example, if the HRA runs January through December and you move to Salusion in April, the plan year should still be entered as January through December.
We use these dates to determine how much allowance should have accrued so far during the current plan year.
Step 3: Add employees and enter their eligibility date
When adding employees, you will enter each employee’s eligibility date.
The eligibility date should reflect when the employee became eligible for the HRA during the current plan year. For example, if the employee was eligible beginning in January, the eligibility date should be January even if the company moves to Salusion later in the year.
Step 4: Enter prior reimbursements
For each employee, enter the total reimbursements that were already paid earlier in the plan year by the previous administrator.
Salusion calculates the employee’s available allowance by:
- Adding the monthly allowances that accrued from the start of the plan year through the current date.
- Subtracting the reimbursements that were already paid earlier in the year.
The remaining amount becomes the employee’s available allowance on the Salusion platform.
Once this information is entered, Salusion can continue administering the HRA for the remainder of the plan year.
