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How to Update an Existing Salary Reduction Agreement (SRA)

The following are the instructions for updating an existing SRA in TSM SmartClient.

1.   Click on Setup > Participants > Salary Reduction Agreement

 

SRA.png

 

2.   Set the 'Save As Date' to the date you want the SRA to be effective for.  The value must be the current date or a future date. 

3.   Change the 'Total SRA $' / 'Total SRA %' to the total requested.

4.   Modify the dollars/percentages of the product allocations until the total of all the individual allocations equals the amount specified in the 'Total SRA $' / 'Total SRA %' field.

 

SRA Screen.png

 

5.   Click <Save> in the upper left hand corner of the SRA screen.