Product Feature: Contribution Adjustment Feature

The Contribution Adjustment feature enables admins to make contribution edits.

Administrators can now make contribution edits within the First Dollar Manager. Previously, HSA contribution updates could only be made by uploading a spreadsheet with the requested changes. Admins can now make the following changes in the First Dollar Manager:

  • Add/Remove Employees
  • Contribution Amounts

Note: If preferable, admins can download and submit new spreadsheets. The First Dollar Manager in-line editing feature is an additional option.

Why did customers request this feature?

"In the First Dollar Manager, my employees’ contribution amounts are staring right at me. I should just be able to edit them right there. Why do I have to go upload a spreadsheet to make a change?" - Brian, HR Benefits Specialist 
"You know what I hate? Spreadsheets. You know what I love? Being able to make adjustments in the First Dollar Manager." - Stacy, HR Benefits Specialist

It looks a little like this.

product screenshots showcasing how the contribution adjustment feature works within the First Dollar Manager
With in-line editing of contribution amounts, administrators can make all needed HSA changes within the First Dollar Manager. (No spreadsheets needed!)

Here’s how to use it.

  • Step 1: Log in to the First Dollar Manager. 
  • Step 2: Select “Contributions” in the menu. 
  • Step 3: Select “Next Scheduled Contribution” in the top right corner.
  • Step 4: Select the “Make Changes” button with the carrot in the top right corner.
  • Step 5: Make any desired changes.
  • Step 6: Celebrate!

Here's some info on the First Dollar Manager.

First Dollar is a health wallet platform that health plans and TPAs use to offer consumer-directed benefits to their members under one platform. Benefits admins (employer benefits specialists, health plan managers) use the First Dollar Manager to oversee their members' benefits.

Check it out!

Like this new feature (and have a First Dollar Manager account)? Log in to the First Dollar Manager to explore this feature and others.