...
| Expand |
|---|
| 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
- Benefit Plans created with categorized under the Plan Types "Medical", " "Dental," and "Vision" will be available for selection Plan Types will appear in the dropdown list of the corresponding benefit plan selection list for New Hires when they choose the respective plan type during the Benefits Enrollment activity for New Hires.
- The Benefit Plans created with Plan Type categorized under the "Life", "Accidental Death", "Long Term Disability", "Short Term Disability" and "Supplemental Life" will be available for selection Plan Types will appear in the selection list for New Hires when they choose the respective plan type 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 section change with the 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 show in the attachments lookup. 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 and its attachments during the Benefits Enrollment/Voluntary Benefits Enrollment activity depends on the effective dates of the attachment, Benefit Plan, Benefit Program, and the New Hire's start date.
- Attachments included in the Benefit Plan cannot be deleted or modified if the Benefit Plan has already been used in the Benefits Enrollment/Voluntary Benefits Enrollment activity by any New Hire.
|
|
...
| New Hire's Voluntary Benefits Enrollment |
|---|
|
|
|---|
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 |
|---|
 |
|
|---|
| Rate Type = Flat Rate |
|---|
 |
|
|---|
...
