What is the Transfers & adjustments report?

This report shows a historical record of adjustments made to an employee's benefit balance, or transfers received or initiated from an employee's benefit balance.

It also provides aggregated metrics by employee and by benefit.

What to know

Transfers and adjustments refer to non-scheduled events that impact an employee's benefit balance.

Most commonly, adjustments refer to manual actions taken by Benepass to correct an employee's benefit balance. For example, a one-time request to modify an employee's current benefit balance.

Transfers most often refer to the movement of funds between separate benefits.

Common types of transfers include:
Batch HSA transfers
Year-over-year benefit rollovers

How to navigate the Transfers & adjustments report

This report allows you to:

• Choose a date range
• Set filters
• Aggregate by Employee and Benefit
• Export to a .csv file