Backdate medical aid beneficiaries

Summary

How to backdate private medical aid beneficiaries for an employee in Sage 300 People

Description

Sage 300 People sets the current period as active when you enter private medical aid details. To backdate the aid, select the relevant earlier months in the same tax year.

The system defaults the number of beneficiaries from the employee contract and benefit fund setup. If the employee belongs to a private medical aid, you must also capture beneficiaries on the employee rule screen.

 

Resolution

  1. In the navigation pane, expand Employee Management.
  2. Double‑click Employees.
  3. Select the relevant employee record.
  4. Select Payslip Detail.
  5. Select Medical Aid History.
  6. Capture the employee’s private medical aid details for the current period.
  7. Select the checkbox for the current month under Active.
  8. Select the checkboxes for any earlier months within the current tax year that require backdating.
  9. Save the changes.
Review total beneficiaries
  • The system pulls the beneficiary number from the Beneficiaries tab on the Contracts and Benefit Funds screen
  • For private medical aid, enter the beneficiary number on the Employee Rule screen

 

Rebuild the incorrect medical aid history

  1. Open the employee’s Medical Aid History screen.
  2. Select Rebuild from History Payslips.
  3. Allow the system to restore medical aid values from the original payslips.
  4. Review the restored amounts before continuing payroll processing.

Solution Properties

Solution ID
200521101808855
Last Modified Date
Wed Jan 21 09:21:32 UTC 2026
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