Click the Add link to add a benefit group to organize the individual benefit plans offered to employees by your organization. When submitting a benefit request, an employee can select an individual benefit plan that belongs to this group.
The following procedure summarizes the steps required to add a benefit group. Click the Benefit Group Field Definitions table link for a detailed description of each field.
Refer to the Editing a Benefit Group for instructions to add plans to the benefit group.
To add a benefit group:
Click the Request Setup link on the Admin Home page.
Click the Request
Type Drop Down List
button 
and select Benefit
from the list. The Benefit
Request Setup
page appears.
Click the 
link above the Benefit
Groups grid to open the Add
Benefit Group page.
In the Group Name field, type a name for the benefit group. You can type up to 50 alphanumeric characters.
The Active check box is selected by default. Click to clear this check box to inactivate the benefit group. Active benefit groups only display for an employee's selection when submitting a benefit change request.
In the Group Description field, type a description of the benefit group, used only for internal purposes.
In the Employee Instructions field, type instructions that the employee must follow to submit a change request for this benefit group.
In the Effective
Date field, type the date that the benefit plans in this group
will go into effect; or click the Show
Calendar button 
to select the Effective Date
from the Calendar pop-up.
The benefit plans in this group are not available to the employee
until the effective date matches the current date.
Use this date to limit the benefit plans that display on the Benefit Request page when an employee enters a benefit request. The employee will see only the benefits that are active as of the effective date.
Click to select the Require Dependents check box if the employee is required to have a dependent on file prior to submitting a change request for a benefit that belongs to this group.
Click to select the Require Tax Preference check box if the employee is required to select Pre-tax or After-tax plans when submitting a change request for a benefit that belongs to this group.
The Requests Outside Range check box is selected by default. Click to clear this check box to not allow employees to submit benefit change requests for this benefit group outside of the Open Enrollment Range.
In the Open
Enrollment Range field, click the Drop
Down List button
to select the start month/day and end month/day to define an open
enrollment period when employees may submit benefit change requests
for this benefit group.
In the Benefit
Selection Option field, click the Drop
Down List button
to select the option that will determine how an employee can make
a benefit plan selection from this group. Click here
for a description of each option.
In the Premium
Selection Option field, click the Drop
Down List button
to select the option that will determine how the premium amount for
the benefit plan is set. Click here for a description
of each option.
If Premium
Selection is set to Employee
can set premium, in the Premium
Unit field, click the Drop
Down List button
to select the option identifying how the value of the premium is entered
on the benefit change request. Click here for a description
of each option.
In the Primary
Job Indicator field, click the Drop
Down List button
to select the job used to get the employee category used
to filter the benefit groups available to the employees for selection
when entering a benefit change request. If no primary job code is
selected, all employee jobs are used to look for a match.
|
The primary job codes that display in the Primary Job Indicator list are defined in the Primary Job Codes Available list on the Payroll Preference page. |
Use the Available for Employment Status and Hidden for Employment Status lists to filter the Benefit Group list available to the employees by employment status. For example, if an employee selects Full-Time as their Employment Status when making a benefit request, the Benefit Group list will include all groups with no status or a Full-Time status.
Any employment statuses not selected for the benefit group are placed in the All Others option. When submitting a benefit request, An employee user can select the All Others option if their employment status does not display in the list.
Click here for instructions to move employment status codes to and from the Available for Employment Status list.
Use the Available for Employee Categories and Hidden for Employee Categories lists to filter the Benefit Group list available to employees by employee category. For example, if an employee selects TCH as their Employee Category when making a benefit request, the Benefit Group list will include all groups with no employee category or a TCH employee category.
Any employee categories not selected for the benefit group are placed in the All Others option. When submitting a benefit change request, an employee can select the All Others option if their employee category does not display in the list.
Click here for instructions to move employee categories to and from the Available for Employee Categories list.
Click the 
button to save the benefit group.
