Editing Agreements

Many elements of an agreement can be edited over time, but changes can have impacts on historic data as well as future data.

Once data has been recorded for an agreement, here is an overview of what cannot be changed:

  • Benefits cannot be removed
  • Agreement Type cannot be changed
  • Classifications cannot be removed
  • Rate schedules that already have data filed against them cannot be changed
  • Union assignment cannot be changed
  • Require signatory status to file configuration cannot be changed
  • Monthly versus Weekly agreement configuration cannot be changed

See individual categories below for additional information on how to edit agreements with data filed against them.

Benefits

Benefits can be added to agreements by clicking Manage Benefit Roster from the Agreement Editor. Once data has been recorded for an agreement, benefits cannot be removed.

When adding a benefit to an existing agreement, please note:

  • The benefit will show up on all past rate schedules as well as future rate schedules with the default rate of Voluntary
  • Rates can only be changed for rate schedules that have not been reported on yet—you cannot edit the calculations for the new benefit on past rate schedules.
  • If you wish to remove a benefit, from an existing agreement, you will need to end the current agreement and create a copy to edit.

An alternative is to set the benefit's rate within the rate schedule to Not Applicable so it does not calculate any values (however, it will still appear as a column on employer's reports).

Collecting Agent

You can edit the Collecting Agent assignment for a benefit by clicking Manage Benefit Roster from the Agreement Editor. Only one Collecting Agent can be assigned per benefit within an agreement.

When assigning Collecting Agents to an existing agreement, please note:

  • The new Collecting Agent will see all future and historic data for the benefit reported under this agreement.
  • If the new Collecting Agent should only see future data, end the agreement and create a copy to edit.

Fund Administrator

You can edit the Fund Administrator assignment for a benefit by clicking Manage Benefit Roster from the Agreement Editor. Only one Fund Administrator can be assigned per benefit within an agreement.

When assigning Fund Administrators to an existing agreement, please note:

  • The new Fund Administrator will see all future and historic data for the benefit reported under this agreement. 
  • If the new Fund Administrator should only see future data, end the agreement and create a copy to edit.

Classifications

You can add classifications to an agreement by clicking Manage Classifications in the Agreement Editor. Classifications cannot be removed from the agreement once data has been recorded for an agreement.

When adding classifications to an existing agreement, please note:

  • The classification will show up on all past rate schedules as well as future rate schedules with all benefits rates set to Voluntary.
  • If you do not wish for the classification to be available under past rate schedules, end the agreement and create a copy to edit.
  • You cannot edit the benefit calculations for the classification on past rate schedules; benefit rates can only be changed for rate schedules that have not been reported on yet.
  • If you wish to remove a classification, you will need to end the agreement and create a copy to edit.

An alternative is to set all benefit rates for the classification to Not Applicable within the rate schedule. Although this does not prevent the classification from being selected, no benefits will calculate if the rate has been set to Not Applicable.

Auditor

You can change which entities have auditing access to an agreement with the Allow auditing by checkboxes in the Agreement Editor.

When managing Auditing access on an agreement, please note:

  • If you uncheck a box, that office will no longer have access to any data under that agreement historically or in the future.
  • If you add an auditor, they will have access to all future and historic data under the agreement.
  • If you do not see an entity listed as on Auditor option, contact EPRLive Support for assistance. 

Rate Schedules

If a rate schedule has already been used by an employer to enter a report, then you can no longer make changes to the rates in that rate schedule. You must instead ensure there is an effective end date for the existing rate schedule and create a new rate schedule.

To create a new rate schedule, click the new button under the Agreement's rate schedules section. This will start a new rate schedule with the previous schedule's information for you to edit as you need.

For a general overview of the Rate Schedule Editor, see here.

For more detailed information on editing rates, see here.

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