Add, update, or delete an agreement

Add, update, or delete the agreements that link contract information to employers. Contract and agreement details affect the due records and amounts that employers are billed, so they need to be kept up to date.

If you add or delete a contract, or change a contract’s effective dates, the employers linked to the agreement are checked to ensure the employer agreement link effective dates and the status code effective dates aren't before the earliest contract from date or after the latest contract thru date of contracts under the agreement.

If necessary, the employer agreement link and link status dates will be adjusted to the earliest contract from date or the latest contract thru date.

Navigate to agreements

Go to: Home > Codes and Criteria > Contributions > Agreements

View linked contracts from the Agreements screen. To quickly open a linked contract, right-click a row and select Open Contract.

You can also double-click the row to open the Contracts screen.

Agreements Field descriptions

* indicates a required field

Field	Description
*Description	A description of the agreement that will display on the employer portal. The description can have up to 30 characters.
*Universally Linked	Check box indicating that the agreement is universally linked for all groups: Yes. No (the default).
Universally Linked Group	The group for the universally linked agreement. Only enabled if you select `Yes` at `Universally Linked`. Defaults to all groups.
CBA Expiration Date	The date the collective bargaining agreement (CBA A written contract between the employer and union that governs what and how employers pay towards benefits for their employees. The CBA contains the wages, hours, and other working conditions negotiated for members and also determines how much the employer should pay for benefits, how that payment is to be broken out by fund, and when the payment is due. In the basys system, an agreement is the CBA and links all like contracts under it.) expires.
Access Group Code	Select if the agreement should be associated with an access group. See Access Group Control and Agreement and Contract Control for more information. Note that if you already have a contract linked to the agreement, the agreement must use the same access group.
Premium Billing	Indicates if the agreement has premium billing: Billing used in a single employer environment where the employer is billed directly for the coverage and the member is eligible for coverage until the member or the coverage is terminated. Yes. No (the default).
*From Date	The start date of the linked contract. Required if you're linking a contract to the agreement.
Through Date	The end date of the linked contract.
Contract Code	The contract ID associated with the agreement. Displays up to 30 characters.
Contract Description	The description of the linked contract.

Add an Agreement

Click .
From the Create New Agreement window, enter a name for the agreement. You can enter up to 30 characters. Then, click .

Note: Agreement codes are case-sensitive. 1128BA and 1128ba are different codes.

Enter a Description for the agreement.
Choose if this agreement is Universally Linked for all groups. No is the default.
If you chose Yes at Universally Linked, the Universally Linked Group automatically selects all groups. You can choose a specific group for the universally linked agreement.
Select a CBA Expiration Date. This date must occur after a linked contract's From Date.
In Access Group Control, choose an access group to associate with the agreement. This access group must be the same as the contract's.
At the Premium Billing radio button, select Yes if this is a premium billing agreement or No if it's a contributions agreement. If you select Yes, the contract linked must also be premium billing.
To link a contract to an agreement, click .
- Enter the From Date and optional Through Date. The From Date and Through Date must occur before the CBA Expiration Date.
- Enter or search for the Contract to link. The Contract Description will automatically display after you select the contract.
- Click to update the table.
- If needed, you can add another contract, but the range of their effective dates can't overlap.
After verifying the information, click to save the agreement and any linked contracts.

If the From or Through Dates have changed on an existing contract in the agreement, the message "Changes may impact Employer Agreement Link Effective Dates." displays. Click to proceed and save the agreement or to return to the Agreements screen without saving.

Update an Agreement

Update general agreement information and the contracts linked to it.

Important! Changing an agreement can alter any linked employer's due records.

Select the agreement to update from the dropdown.
Make any changes to the agreement's fields or linked contract(s). You can delete contracts with postings linked to an agreement.
Click and to save.

Delete an Agreement

Delete an agreement to remove any of the agreement's employer links and due records. You can't delete agreements if one or more of the linked contracts have been used.

Important! Deleting an agreement will alter any linked employer's due records.

Select the agreement to delete from the dropdown.
Click .
At the message "Are you sure you wish to delete this Agreement?", click to delete the agreement or to return to the Agreements screen without deleting.

If you selected , the agreement is deleted from the list.