Nearly every calculated field on the system has an option to "override" the way a field/data element is handled in the system. The "override" function may have different results in different circumstances. Some examples of how an override option will work are provided below:
- If the option "Override automatic determination of HCEs and Keys" (under the "General Features/Accounts and Sources" option of the "Plan Specifications") is set to "Yes", the system will not attempt to calculate HCE/Key status (as it normally does). Instead, you may enter HCE/Key information into the system and the data you enter will be used by the system and not be over-written.
- If the option "Override calculation of prior year eligibility service" (under the "Eligibility" option of the "Plan Specifications") is set to "Yes", the system will calculate years of eligibility service based on the earliest date of hire. The system normally relies on user-provided information for years of eligibility service and will not calculate it. This option will get updated to "Yes" during a census data scrub typically during the first year a plan is tested on the ftwilliam.com system where prior years of service have not been provided.
Some overrides can be done at a participant level and some can be done at a plan-wide level. Overrides will automatically be set to "No" unless you see an error indicating it was changed to "Yes" or a user changed the override to "Yes". Overrides will all be set to "No" when a new plan year end is added.
