This article explains where to find detailed information about both employee and employer Health Savings Account (HSA) contributions. It covers how to locate data for individual employees as well as aggregated reports.
Question(s):
- Is there a way to generate a report with the total ER and EE HSA contributions for the year?
- Where can I find a detailed breakdown of employee and employer HSA contributions?
- How can I view the total ER and EE HSA contributions for the year?
- Can I get a report showing the breakdown of HSA contributions by employee and employer?
Answer:
You can find a detailed breakdown of HSA contributions by logging into the employer dashboard, where individual employee details or aggregate reports are available.
Steps
- Log into the employer dashboard.
- If you are looking for details about a specific employee:
- Navigate to the "Employees" page.
- Click on the employee's name.
- In the plan overview card, select their HSA from the dropdown menu.
- You will see year-to-date (YTD) contributions from both the employee and employer.
- If you are looking for aggregate contribution details for all employees:
- Navigate to the "Reports" page.
- From the dropdown, select the "YTD Contributions" report.
- Choose a year to view the aggregate HSA contributions for all employees.
- If you need a pay period breakdown of contributions for all employees:
- Navigate to the "Reports" page.
- From the dropdown, select the "Contribution Details" report.
- Choose a start date and an end date.
- This will show a breakdown of every contribution made during that period to your employees' HSAs.
Common Issues/Troubleshooting:
- If you cannot find an employee's contribution information, ensure that you have selected the correct plan from the dropdown.
- If the reports are not generating, check the date range and verify that contributions were made during the selected period.
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