Field
Definition
Default
Req.
Group Name
Type the name of the benefit group. You can enter up to 50 alphanumeric characters.
N/A
Y
Active check box
Click to select the Active check box to activate the benefit group. All benefit plans that belong to the group are also activated. An active benefit group is available for selection on the Benefit Request page when the group meets the remaining benefit request criteria.
Click to clear the Active check box to inactivate the benefit group. All benefit plans that belong to that group are also inactivated. An inactive benefit group is not available for selection on the Benefit Request page.
Selected
N
Group Description
Type a description of the benefit group.
This description is only for internal purposes. It will not display in the Benefit Request Queue.
N/A
N
Employee Instructions
Type instructions that the employee must follow to submit a change request for this benefit group.
N/A
N
Effective Date
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.
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.
Leave this field blank to display all current active benefit plans as of the current system date when an employee enters a benefit request.
The effective date is also used to set the default value for the Start Date on the Benefit Request page in the Employee interface. If the Effective Date is today's date or later than today's date (a future date), the Start Date field defaults to today’s date or the effective date, whichever is greater. Your employees can change this date; however, employees are prevented from entering a request with a start date prior to today’s date.
N/A
N
Requires Dependents
Click to select the Requires Dependents check box if the employee is required to have a dependent on file or to submit a pending dependent request when submitting a request for a benefit that belongs to this group.
Not selected
N
Requires Tax Preference
Click the Requires Tax Preference check box to 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.
Not selected
N
Requests Outside Range
Click to select the Allow Requests Outside of the Open Enrollment Range check box to allow your employees to submit a benefit change request outside the enrollment period.
Click to clear the Allow Requests Outside of the Open Enrollment Range check box to prevent your employees from submitting a benefit change request outside the enrollment period.
Selected
N
Open Enrollment Range
Use the Open Enrollment Range field to define an open enrollment period during which an employee can submit a request to change their benefit plan, if that plan is part of this benefit group.
In
the first set of boxes, click the Drop
Down List button
to select the month and day for the start
of the open enrollment period; in the second set of boxes,
click
the Drop Down List
button to
select
the
month and day when the open enrollment period ends.
If the beginning enrollment date is entered, the ending enrollment date is also required. You cannot enter an open-ended enrollment period for the benefit group.
N/A
N
Benefit Selection Option
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.
Your choices are:
Required — Employee must select 1 and only 1 plan to require the employee to select only one benefit plan from this group. When this option is selected, all of the employee's current plans in this group are ended automatically one day prior to the Start Date. The requested plan will replace any future plans, if applicable.
Optional — If an employee selects a plan, only 1 can be selected to make selecting a benefit plan from this group optional. When this option is selected, the requested plan will replace any future plans, if applicable. No plans are ended automatically.
Required — Employee must select 1 or more plans to require the employee to select at least one benefit plan from this group. When this option is selected, the requested plan will replace any future plans, if applicable. No plans are ended automatically.
Optional — Employee can select 1 or more plans to make selecting one or more benefit plans from this group optional. When this option is selected, the requested plan will replace any future plans, if applicable. No plans are ended automatically.
Employee must select only 1
Y
Premium Selection Option
Click the
Drop Down List button
to select the option that will determine
how the premium amount for the benefit plan is set. Your choices
are:
Premium assigned by system (from Alio) to use the premium amount assigned to this benefit plan in Alio.
Employee can set premium to enable the employee to set the premium amount for the benefit plan.
Premium assigned by system (from Alio)
Y
Premium Unit
If the
employee can set the premium for plans in this benefit group,
click the Drop Down List
button to select the
option identifying how the value of the premium is entered on
the benefit request. Your choices are:
No premium unit to prevent the employee from entering a premium amount.
Dollar amount must be entered to require the employee to enter a dollar amount for the premium.
Percent must be entered to require the employee to enter the percentage used to calculate the premium amount.
Dollar amount or percent can be specified to allow the employee to enter a percentage or dollar amount for the premium.
No premium unit
Y if employee can set premium
Primary Job Indicator
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.
Blank
N
Available for Employment Status / Hidden for Employment Status
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.
Leave the Available for Employment Status list empty to make the benefit group available to all employees regardless of employment status.
To implement the employment status filter for a benefit group:
In the Hidden for Employment Status list, hold down the Ctrl key and click each employment status that applies to this benefit group.
Click the Left Arrow button
to move the selected statuses
to the Available for Employment
Status list.
To remove an employment status from the Show for status list:
In the Available for Employment Status list, hold down the Ctrl key and click each employment status that no longer applies to this benefit group.
Click the Right Arrow button
to move the selected
statuses to the Hidden for
Employment Status list.
N/A
N
Available for Employee Categories / Hidden for Employee Categories
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.
To implement the employee category filter for a benefit or deduction group:
In the Hidden for Employee Categories list, hold down the Ctrl key and click each employee category that applies to this benefit or deduction group.
Click the Left Arrow button
to move the selected
employee categories to the Available
for Employee Categories list.
To remove an employee category from the Available for Employee Categories list:
In the Available for Employee Categories list, hold down the Ctrl key and click each employee category that no longer applies to this benefit or deduction group.
Click the Right Arrow button
to move the selected
employee categories to the Hidden
for Employee Categories list.
N/A
N
The following fields display in the Plans to Include grid at the bottom of the Edit Benefit Group page.
Benefit/Plan
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.
N/A
Y
Corresponding Deduction/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).
N/A
N