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Reporting Changes Back to Happl

This guide explains when manual updates are required and how to report changes correctly.

Eve Moors avatar
Written by Eve Moors
Updated yesterday

In some cases, Happl may not be managing benefits directly on the platform. When this happens, administrators are responsible for manually ensuring that benefit information in Happl remains accurate and up to date.

When Do Changes Need to Be Updated Manually?

If Happl is not managing a benefit on the platform, any changes must be reported manually. This applies most commonly to insurance policies where Happl is not the broker.

Importance of Accurate Data

It is essential that all benefit and insurance information entered into Happl is complete and accurate.

Incorrectly entered or outdated data can have a direct impact on:

  • Payroll reports

  • Tax calculations and tax reporting

Administrators are responsible for ensuring that all manually entered data is correct. Happl does not take responsibility for any issues, discrepancies, or reporting errors that arise from incorrect data input.

To avoid downstream issues, we strongly recommend reviewing all updates carefully before submitting and ensuring that any reports shared with Happl Support are accurate and up to date.

Updating Insurance Details (When Happl Is Not the Broker)

If Happl is not the broker of an insurance policy, administrators must manually update the following employee details:

  • Policy status

  • Cover start and end dates

  • Membership number

How to Update Insurance Information

  1. Navigate to Admin

  2. Select Policies

  3. Click Members

  4. Search for the relevant employee

  5. Scroll to the right of the employee record

  6. Select Edit

  7. Enter the updated insurance information

  8. Click Submit to save your changes

Can’t See the Edit Option?

If you’re unable to see the Edit option, please contact Happl Support. The support team can check your account configuration and make this option visible if required.

Important: Daily Rate Requirement

When updating insurance details, administrators are required to enter a daily rate.

This can be calculated using one of the following methods:

  • Quoted premium ÷ number of days covered, or

  • Annual premium ÷ 365 (or 366 in a leap year)

🔎 Tip:
We recommend including as many decimal places as possible to ensure maximum accuracy.

All Other Changes

For any scenarios not covered above, administrators should share an updated report with Happl Support, who will update the relevant details on their behalf.

Reports can be shared via:

Please ensure all information provided is accurate and up to date to avoid delays in processing.

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