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Click the menu icon at the top left corner of the page, then select "Benefit Plans" under the Product Setup section in the navigation menu.

How do you create a new Benefit Plan?

Note: If you want new attachments to be added in the Benefit Plan that should be available for the New Hire to download through Benefits Enrollment or Voluntary Benefits Enrollment activity, then add the attachments/documents through a Content Revision. For more details on creating the Attachment IDs through Content Revision, please click here.

Click "Add a New Value" on the Define Benefit Plan page.

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Enter the Benefit Plan ID and click "Add".

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The following Benefit Plan page will open, allowing you to add the necessary detailsThis will navigate to the Define Benefit Plan page where you can create or manage Benefit Plans.

How do you create a new Benefit Plan?

To create a new Benefit Plan, click "Add a New Value" on the Define Benefit Plan page.

Enter the Benefit Plan ID and click "Add." Ensure the Benefit Plan ID is unique to help distinguish it from other plans.

Enter all the Benefit Plan details in the following page.

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title Click here to understand what each field means
Field Action Description A description that helps identify the Benefit Plan Effective Date The date when the Benefit Plan is effective For new Benefit Plans the effective date should be current or future  Policy Information The policy that the Benefit Plan is associated with Plan Classification Plan Type: Category of the Benefit Plan The Benefit Plans created with the Plan Type Types "Medical," , "Dental," and "Vision" will appear in be available for selection in the dropdown list of the corresponding benefit plan during the Benefits Enrollment activity for New Hires. The Benefit Plans created with Plan Type "Life", "Accidental Death", "Long Term Disability", "Short Term Disability" and "Supplemental Life" will appear in be available for selection during the Voluntary Benefits Enrollment activity for New Hires Benefit Rate Type: The factor that influences the Benefit Plan rate Premium Frequency: The regularity in which the premium is paid. Currency Code: Code of a particular currency type Rate Data Information gathered to calculate the Benefit Plan rate. The fields displayed in the Rate Data explicitly changes section change with the Benefit Rate Type. Rate Type Rate Data Age Compensation Covered Person Flat Rate Plan Documents Documents to support the Benefit Plan type. This is an optional field. Lookup icon can be used to view the existing attachments. All attachments that are added through Content Revision will will show in the attachments lookup To add an attachment in the Benefit Plan setup, the effective date of the attachment should be less than or equal to the effective date of the Benefit Plan  Attachments added in the Benefit Plan will be available for the New Hire to download through . Note: To ensure new attachments are available for the New Hire to download during Benefits Enrollment or Voluntary Benefits Enrollment, add the attachments/documents through Content Revision before creating the Benefit Plan. For more details on creating the Attachment IDs through Content Revision, please click here. To add an attachment to the Benefit Plan, the attachment's effective date must be on or before the Benefit Plan's effective date.  Attachments added to the Benefit Plan are downloadable for the New Hire during Benefits Enrollment/Voluntary Benefits Enrollment activity. However, the availability of the Benefit Plan & attachment(s) in the  and its attachments during the Benefits Enrollment/Voluntary Benefits Enrollment activity depends on the effective dates of the attachmentsattachment, Benefit Plan, Benefit Program, and the invitation Start DateNew Hire's start date.  Attachments on included in the Benefit Plan cannot be deleted or modified if the Benefit Plan is has already been used in the Benefits Enrollment/Voluntary Benefits Enrollment activity by any New Hire.

Enter the Benefit Plan necessary details in the fields given below. Fields with asterisk (*)  are are mandatory to enter.  

When providing the effective date for the Benefit Plan effective date, make sure the date is , ensure it is a current or future .

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If plan effective date is lesser than the current date, the following error message displays on the page.

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Enter data in all sections of the Benefit Plan.

Note: The Benefit Plans created with Plan Type "Medical", "Dental" and "Vision" will appear in the Benefits Enrollment activity whereas Benefit Plans created with Plan Type "Life", "Accidental Death", "Long Term Disability", "Short Term Disability" and "Supplemental Life" will appear in the Voluntary Benefits Enrollment activity.date. This date will be compared to the New Hire's Start Date to determine the availability of the Benefit Plan in the New Hire's Benefits activities. If the effective date of the Benefit Plan is later than the New Hire's Start Date, the Benefit Plan will not be available. Conversely, the Benefit Plan will be available to New Hires whose Start Date on the invitation is on or after the effective date of the Benefit Plan.

If Benefit Plan's effective date is lesser than the current date, the following error message will be displayed on the page.

Depending on the selected Benefit Plan Type and Benefit Rate Type, the fields displayed in the Rate Data section (such as Compensation Multiples/, Coverage/, Gender & Age/, and Total Flat Rate) will vary. The values entered in these Rate Data fields will appear in during the Voluntary Benefits Enrollment activity for the New Hire when the corresponding Benefit Plan is chosenselected. Few Some examples are provided below. If the Benefit

For a Benefit Plan with the Plan Type "Accidental Death" and a Benefit Rate Type is selected as "Compensation", the values displaying in the "Coverage" drop down are the "Compensation Multiples" entered under in the Rate Data section of the Benefit Plan correspond to the values available in the "Coverage" dropdown during the New Hire's Voluntary Benefits Enrollment activity.

Define Benefit Plan page - Plan Rate Type = Compensation Type "Accidental Death"  and Rate Type = Compensation

If the For a Benefit Plan with the Plan Type "Accidental Death" and a Benefit Rate Type is selected as "Covered PersonCompensation", the values displaying in the "Coverage" drop down are the "Coverage" values entered under entered in the Rate Data section of the Benefit Plan .

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correspond to the values available in the "Coverage" dropdown during the New Hire's Voluntary Benefits Enrollment activity.

Define Benefit Plan page - Plan Type = Accidental Death and Rate Type = Covered person

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.

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Attachments will display in the respective activities for the new hire based on the selected Plan Type. If a Benefit Plan is created with attachments for Plan Types such as "Medical," "Dental," or "Vision," the attachments will appear in the Benefits Enrollment activity when the corresponding plan is selected. Similarly, for Benefit Plans created with attachments for Plan Types like "Life," "Accidental Death," "Long Term Disability," "Short Term Disability," or "Supplemental Life," the attachments will be shown in the Voluntary Benefits Enrollment activity when the corresponding plan is chosen.

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Note: For a Benefit Plan with the Plan Type "Accidental Death" and a Benefit Rate Type selected as "Age" or "Flat Rate", the details entered in the Rate Data section of the Benefit Plan will not populate the values in the "Coverage" dropdown during the New Hire's Voluntary Benefits Enrollment activity. Instead, the coverage rate must be entered manually by the New Hire in this activity.

Sample Rate Data section when Rate Type selected as "Age" or "Flat Rate" are given below:

Rate Type = Age
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Rate Type = Flat Rate
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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 Attachment ID lookup icon.

The lookup page for attachments opens as below. All attachments that are added through the Content Revision appear in this lookup. Select an attachment related to the Benefit Plan.

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The selected attachment appears on the Benefit Plan Note: To ensure new attachments are available for the New Hire to download during Benefits Enrollment or Voluntary Benefits Enrollment, add the documents through Content Revision before creating the Benefit Plan. For more details on creating the Attachment IDs through Content Revision, please click here.

The selected attachment appears on the Benefit Plan page as shown below.  Similarly, multiple attachments can be added in the Benefit Plan.

Note: When adding an attachment, make sure the attachment's effective date of the attachment should be less than or equal to must be on or before the effective date of the Benefit Plan. Additionally, the attachments configured in the maximum effective dated row of the Benefit Plan will only reflect in the If the Benefit Plan has multiple effective dates, only the documents attached to the row with the latest effective date will be available for download during the New Hire's Benefits Enrollment/Voluntary Benefits Enrollment activities if the maximum , provided that both the latest effective date of the attachment is Benefit Plan and the attachment are earlier than or equal to the New Hire's Start Date of the New Hire invitation. 

Click on the outwards arrow next to Attachment ID to view the attachment's effective date.

 
In this case, the effective date of the attachment is same as the effective date of the Benefit Plan.

If effective date of the attachment is greater than the effective date of the Benefit Plan, the following error will display on the page. Either correct the Benefit Plan's effective date or choose an attachment with lesser effective date.

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When In case of the above example, when the attachment is added in the above Benefit Plan which has lesser effective date the , the following error message will be is displayed.

After entering all the details, save the Benefit Plan. To make the The created Benefit Plans will be available in the Benefits Enrollment or Voluntary Benefits Enrollment activity for new hires, ensure only if they are added to the a Benefit Program.  For For more details on adding a Benefit Plan in the Benefit Program, please click here.

The attachments configured in the Benefit Plan will be available for the New Hire to download when the corresponding Benefit Plan is selected in the Benefits Enrollment or Voluntary Benefits Enrollment activity. For more details on these activities, please click on the corresponding link: Benefits Enrollment activity and Voluntary Benefits Enrollment activity.

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Can you modify an existing Benefit Plan's effective date? 

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The effective date of an existing Benefit Plan can be updated with current or future dates. The setup will not allow you to update the effective date to When effective date is updated with a value less than the current date. 

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When effective date is updated with a value less than the current date, the following error message displays on the page.

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How to add a new effective dated row in an existing Benefit Plan?

To add a new effective dated row under the same Benefit Planupdate existing benefit details or attachments, you may need to add a new effective dated row to the Benefit Plan. To do this, click the "Add" button on the corresponding row of the Benefit Plan.

In this example the maximum effective date of the Benefit Plan is "02/22/2023".

A new row with current a later date (in this case "03/02/2023") as the effective date will be added with the same benefit details under the benefit plan. This effective date on the new Benefit Plan row can be changed as needed.is added. 

When changing the effective date of the new row, make sure the date is ensure it is set to a current or future date.

If the effective date of the new row is lesser earlier than the current date or the maximum effective date of the prior row, the following error messages will be displayed.Error message :

Following error will be displayed when the effective date of the new row is less greater than of the maximum effective date of the prior row but less than the current date:

In this case, the effective date of the new row is updated to "02/21/2023" which is less than the maximum effective date of the prior row "02/22/2023":

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Error displayed when the effective date of the new row is greater than the maximum effective date of the prior row but less than the current date:

In this example the effective date of the new row is updated to "02/27/2023" which is greater than the maximum effective date of the prior row "02/22/2023" and less than the current date "03/02/2023".

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If you want a new attachment to be displayed for the Additionally, ensure that no two rows of the Benefit Plan have the same effective date. If the Benefit Plan is saved with duplicate effective dates, the following error will be displayed on the page:

To ensure a new attachment is displayed for the New Hire in the Benefits Enrollment/Voluntary Benefits Enrollment activity starting from a new date, add the attachment under the new effective-dated row and save. Ensure the effective date of the attachment is less than or equal to the new effective date of the Benefit Plan. All New Hires whose Start Date is on or after the effective date of the attachment will be able to see these new attachments during their Benefits activities.

The new row added will show in the grid as shown below.

In what scenarios you can modify attachments of an existing Benefit Plan?

The attachments of a Benefit Plan can be deleted or updated if the Benefit Plan is not used by the New Hire in the Benefits Enrollment/Voluntary Benefits Enrollment activity effective from a new date, then add the attachment under the new effective dated row and save. The Benefit Plans created with Plan Type "Medical", "Dental" and "Vision" will appear in the Benefits Enrollment activity whereas Benefit Plans created with Plan Type "Life", "Accidental Death", "Long Term Disability", "Short Term Disability" and "Supplemental Life" will appear in the Voluntary Benefits Enrollment activity.

Please note the following points when adding an attachment:

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Note: If you want to add new attachments in the Benefit Plan, then add the attachments/documents through a Content Revision. For details, please click here.

Open the corresponding Benefit Plan and select the "Correct History" button at the bottom. To add a new attachment, click "Add Document". This will add a row for adding a new attachment.

Click on the Attachment ID lookup for the new row and select the attachment. Ensure that the effective date of the attachment is earlier than the

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effective date of the

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The new row added will show in the grid as shown below.

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In what scenarios you can modify attachments of an existing Benefit Plan?

The attachments of a Benefit Plan can be deleted or updated if the Benefit Plan is not used by the New Hire Benefit Plan to successfully add it.

The selected attachment will appear on the Define Benefit Plan page. After making the necessary changes, click the "Save" button.

Note: Attachments on the Benefit Plan cannot be deleted or modified if the Benefit Plan has already been used in the Benefits Enrollment/Voluntary Benefits Enrollment activity .Note: If you want to add new attachments in by any New Hire. However, other details of the Benefit Plan , then add the attachments/documents through a Content Revision. For details, please click here.

Click on the "Correct History" on the Benefit Plan and click "Add Document". This will add a new attachment row.

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Click on Attachment ID lookup for the new row and select the attachment. To add an attachment, the effective date of the attachment should be less than the effective date of the Benefit Plan. 

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Note: Attachments on the Benefit Plan cannot be deleted or modified if the Benefit Plan is already used in Benefits Enrollment/Voluntary Benefits Enrollment activity by any New Hire. However, the other details of the Benefit Plan setup such as Policy Information, Plan Classification and Rate Data can be modified.

In this example, the Benefits Enrollment activity is completed with Medical Benefit Plan: "MEDICAL - BRONZE PLAN".

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When you access the setup for the above Benefit Plan, you will notice the attachment is in read only mode.

setup, such as Policy Information, Plan Classification, and Rate Data, can still be modified. If you need to delete or modify attachments, you can do so by adding a new effective-dated row in the corresponding Benefit Plan.

Consider a New Hire's flow in which the Benefits Enrollment activity is completed with Medical Benefit Plan: "MEDICAL - BRONZE PLAN". Since this plan has already been used by a New Hire in their Benefits Enrollment, the attachment associated to this plan cannot be modified or deleted in the corresponding Benefit Plan setup page. However, other aspects of the Benefit Plan can still be updated.

The associated attachment will be in the display only mode when you access the setup page for the above Benefit Plan. The add/delete actions cannot be performed on this attachment. The details of other sections will be in edit mode and can be modified as needed,

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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

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to add multiple Benefit Plans

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in the New Hire's Benefits Enrollment activity?

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

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

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

If you want to add Benefit Plans under in an existing Benefit Program, add a new effective dated row on an existing in the Benefit Program. For more details, 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  

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 The newly added Benefit Plans will be available for selection in the dropdown list of the corresponding benefit plan during the Benefits Enrollment activity for New Hires. However, the Start Date of the New Hires should be on or after the maximum effective date of the Benefit Program. 

(Note: If you are using a new Benefit Program then it should It is necessary that the New Hire must opt for company benefits in the Employee Biographic Information activity for the Benefits activities to be available. Additionally, if you are using a new Benefit Program, it must be configured in Attribute Revision to appear in the Benefit Program lookup on the invitation. For  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".

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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. 

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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 in the Attribute Revision, then there is no need to repeat this step.)  

A sample Benefits Enrollment activity of a New Hire with multiple Benefit Plans added in their Medical Benefit Plan is shown below.