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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 Content Revision. For more details on creating the Attachment IDs through Content Revision, please click here.

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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 Only the The Benefit Plans created with Plan Type "Medical", "Dental" and "Vision" will appear in the Benefits Enrollment activity. The 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 Image Modified Benefit Rate Type: The factor that influences the Benefit Plan rate Image Modified Premium Frequency: The regularity in which the premium is paid. Image Modified Currency Code: Code of a particular currency type Image Modified Rate Data Information gathered to calculate the Benefit Plan rate. The Rate Data explicitly changes with the Benefit Rate Type Rate Type Rate Data Age Image Modified Compensation Image Modified Covered Person Image Modified Flat Rate Image Modified 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 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 Benefits Enrollment/Voluntary Benefits Enrollment activity. However, the availability of Benefit Plan & attachment(s) in the the  Benefits Enrollment/Voluntary Benefits Enrollment activity depends on the effective dates of the attachments, Benefit Plan, Benefit Program and the invitation Start Date Attachments on the Benefit Plan cannot be deleted or modified if the Benefit Plan is already used in Benefits Enrollment in Benefits Enrollment/Voluntary Benefits Enrollment activity by any New Hire

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

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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.

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

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After adding all the details, save the Benefit Plan. The Benefit Plans created must be added in the Benefit Program to display in process for New Hire in Benefits Enrollment or Voluntary Benefits Enrollment activity. 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, please click here.

Can you update the effective date of an existing Benefit Plan? 

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If you want a new attachment to be displayed for 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.

Note: When adding an attachment, the effective date of the attachment 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 deleted or updated if the Benefit Plan is not used by the New Hire in the Benefits Enrollment/Voluntary Benefits Enrollment activity.

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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.

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