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Enter the Benefit Plan details in the fields given below. Fields with asterisk (*) are mandatory to enter.
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Note: When adding an attachment, make sure the effective date of the attachment is should be less than or equal to the effective date of the Benefit Plan.
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Click on the outwards arrow next to Attachment ID to view its the attachment's effective date.
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In this case, the effective date of the attachment is same as the effective date of the Benefit Plan.
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If effective date of the document attached attachment is greater than the effective date of the Benefit Plan, then the following error will display on the page.
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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 activity. For more details on the Benefits Enrollment activity, please click here.
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Can you update the effective date of an existing Benefit Plan?
You can update the 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 a lesser value less than the current date.
| Effective date of an existing Benefit Plan |
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When updated effective date is lesser updated with a value less than the current date, the following error message displays on the page.
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A new row with current 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.
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If you want a new attachment to be displayed for the New Hire in the Benefits Enrollment activity effective from a new date, then add the attachment under the new effective dated row and save.
Note: When adding an attachment, make sure the effective date of the attachment is should be less than or equal to the effective date of the Benefit Plan.
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The attachments of a Benefit Plan can be modified if there are no transactions with Benefits Enrollment activity completed with that Benefit Plan. deleted or updated if the Benefit Plan is not used by the New Hire in the Benefits Enrollment activity.
Note: If you want to add new attachments in the Benefit Plan, then add the attachments/documents through Content Revision. For details, please click here.
Click on "Correct History" on the Benefit Plan and click "Add Document" to add a new attachment row.
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Click on Attachment ID lookup for the new row and select the attachment. Note: To add an attachment, the effective date of the attachment must should be less than the effective date of the Benefit Plan.
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When the attachment populates on the page, click on "Save".
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Note: If the Benefit Plan has already been used in a completed Benefits Enrollment activity, then the attachments of that Attachments on the Benefit Plan cannot be deleted or modified in if the Benefit Plan setupis already used in Benefits Enrollment by any New Hire. However, the other details of other sections 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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