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If the Benefit Rate Type is "Covered Person", the values displaying in the "Coverage" drop down are the "Coverage" values entered under Rate Data section of the Benefit Plan.

Benefit Plan Rate Type = Covered person

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if the Benefit Rate Type values are "Age" and "Flat Rate", then there will be no Coverage values in the activity. The rate should be entered manually.

In this example, the Plan Type is selected as "Medical" and the Benefit Rate Type as "Covered Person". To add an attachment, click on the lookup icon for the Attachment ID.

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In case you want to modify the existing attachment in the above Benefit Plan, then add a new effective dated row. This will allow you to add/delete the existing attachment(s).

How can multiple Benefit Plans be made visible to the new hire in the Benefits Enrollment activity?

If you wish multiple values of Benefit Plans (Medical, Dental, Vision) to be shown for the New Hires in Benefits Enrollment activity, follow the steps given below:

1. Create multiple Benefit Plans as needed with the same Plan Type using "Benefit Plan" activity. For more details on creating Benefit Plans, please click here.

2. Add these Benefit Plans under the Benefit Program. For details on creating a new Benefit Program, please click here.

If you want to add Benefit Plans under a new effective dated row on an existing Benefit Program, please click here.

Note: Make sure the Benefit Plans are created with effective date less than or same as the effective date of the Benefit Program. Benefit Plans with later effective dates cannot be added under an already existing Benefit Program for the current effective date.  In such case, you can create a new effective dated row in the Benefit Program and add the newly created Benefit Plans.

In this example, a new effective dated row is added in the existing Benefit Program to add the newly created Benefit Plans. Here the previous Benefit Plan with Plan Type as "Medical" is deleted and the newly created three "Medical" Benefit Plans are added and saved.

3. Create an invitation using the above Benefit Program with invitation start date on or after the maximum effective date of the Benefit Program.

(Note: If you are using a new Benefit Program then it should be configured in Attribute Revision to appear in the Benefit Program lookup on the invitation. For more details, please click here. If you have updated an existing Benefit Program which has already been configured in the Attribute Revision then there is no need to repeat this step)  

If invitation start date is less than the Benefit Program maximum effective date (which is 02/27/2023 in the above example), then the Benefit Plans configured under that maximum effective dated row of the Benefit Program will not appear in Benefits Enrollment activity for the New Hire.  The Benefits Enrollment activity will show the Benefit Plans that are configured under prior effective dated row (which is 06/25/2021 in the above case) of the Benefit Program.

To have the newly added Benefit Plans appear in the Benefits Enrollment activity, the start date of the invitation should be same or greater than the maximum effective date (i.e "02/27/2023" in the example) of the Benefit Program.

In this example, an invitation is created with start date same as the maximum effective date of the Benefit Program i.e "02/27/2023".

4. When the New Hire chooses to enroll for the Company Benefits by choosing "Yes" in the Benefits Elections option in Employee Biographic information, the Benefits activity will appear in their onboarding process. 

In Benefits Enrollment activity, the new Benefit Plans of Plan Type "Medical" configured under the maximum effective dated row of the Benefit Program will appear as shown below.