Old and New Rates in an Open Window

Manage situations in which a new hire is making benefit elections during an annual open enrollment period in which rates are changing.

  1. In Vista, select Human Resources > Programs > HR Benefit Codes.
  2. On the Deduction/Liability Codes tab, move your old rates to the Old Rate column. Then enter the new rates in the New Rate column with their corresponding Effective Date.
    Note: To move all rates listed in the New Rate column to the Old Rate column, select File > Move New Rates to Old.
  3. When you create the window for the new hire in HR Management, make sure that the effective date is before the effective date in HR Benefit Codes in Vista. This will ensure that the new hire sees the old rate during enrollment.
  4. When you create the window for open enrollment in HR Management, make sure the effective date is the same as the effective date you entered in the HR Benefit Codes in Vista. This ensures that employees see the new rate during enrollment.