The following are the steps to make changes to your HSA deductions:
- Log into Paylocity
- In the upper left-hand corner, you will see three lines (looks like a hamburger), scroll down to the bottom of that menu, select "Bswift Benefits"
- Click on "My Benefits" and then choose "Life Events"
- Click on the drop-down arrow for Other life events, and choose "Mid-Year HSA Change"
- Enter the current date
- Confirm the date change by checking the box saying you agree
- Click "Save" and "Start Life Event Enrollment"
- Click on “View Plan Options”
- Click on “Select”
- Enter the annual contribution you would like deducted from your pay and deposited into your HSA account – the system will automatically calculate the remaining # of pay dates and your cost per pay
- Review and click Continue if all looks correct
- Email a copy of the elections to yourself