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After adding a benefit group, use the Edit button to:
Add one or more plans to the group
Change the benefit group parameters or activate/inactivate a benefit group
Remove one or more plans from the group
Follow these steps to add plans to 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.
In the Benefit
Groups grid, click the Edit
button 
that corresponds
to the benefit group to be changed. The Edit
Benefit Group page appears.
Scroll to the bottom of the page to display the Plans to Include grid.
Click the 
button to insert a blank line in
the Plans to Include grid.
In the Benefit/Plan
field, click the Drop Down List
button to select a benefit code and benefit plan
that belong to this group. All
benefits whose end dates are greater than the current date or blank
are available for selection.
You must select at least one benefit/plan.
In the Corresponding
Deduction/Plan field, click the Drop
Down List button
to select the deduction type and payment plan that corresponds to
the benefit plan entered (if applicable).
Click the Save link to add the plan to the benefit group.
Repeat steps 5-8 until all plans are added to the benefit group.
Click the 
button to save the benefit group changes.
Follow these steps to change the parameters that define the benefit group. Click the Benefit Group Field Definitions table link for a detailed description of each field.
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.
In the Benefit
Groups grid, click the Edit
button that corresponds
to the benefit group to be changed. The Edit
Benefit Group page appears.
In the Group Name field, modify the name of the benefit group. You can type up to 50 alphanumeric characters.
If the benefit group is inactive, click to select the Active check box to activate the group. Click to clear the Active check box to inactivate the benefit group.
In the Description field, change the description of the benefit group, used only for internal purposes.
In the Employee Instructions field, change the instructions that the employee must follow to submit a change request for this benefit group.
In the Effective
Date field, change 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.
Click to select the Require Dependents check box if the employee is required to have a dependent on file when submitting a 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 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 requests for this benefit group outside of the Open Enrollment Range.
In the Open
Enrollment Range field, click the Drop
Down List button
to change the start month/day and end month/day to define an open
enrollment period when employees may submit benefit requests for this
benefit group.
In the Benefit
Selection Option field, click the Drop
Down List button
to change 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 change 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 Option is set to Employee
can set premium, in the Premium
Unit field, click the Drop
Down List button
to change the option identifying how the value of the premium is entered
on the benefit 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.
In the Plans to Include grid, add or remove benefit plans as necessary.
Click the
button to save the benefit group.
Follow these steps to remove a plan from the 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.
In the Benefit
Groups grid, click the Edit
button that corresponds
to the benefit group to be changed. The Edit
Benefit Group page appears.
Scroll to the bottom of the page to display the Plans to Include grid.
Click the Delete
button 
that corresponds to the Plan to be deleted.
Click the
button to save the benefit group.
Follow these steps to delete a benefit group. You are prevented from deleting a benefit group is there are pending benefit requests associated with the group.
Click the Request Setup link on the Admin Home page.
In the Request
Type field, click the Drop
Down List button
to select Benefit from the
list. The Benefit Request
Setup page appears.
In the Benefit
Groups grid, click the Delete
button that corresponds to the benefit group to
be deleted. The message "Ded/Ben group deleted" displays.
Click the 
button to confirm the delete operation. The Benefit Group is removed
from the Benefit Groups grid.
Click the
button to update the Benefit Groups
grid.
