Updating benefits for multiple plans

In addition to updating benefits for a single plan at a time, you can specify multiple plans. You can select one or more benefit types, or you can specify up to 12 plans.

Before you can update benefit plans, you must update resources with the Employee Enrollment Updates action.

  1. Select Benefits > Maintenance > Processes > Benefit Plan Updates.
  2. Click Create Report.
  3. Specify this information:
    Benefit Types
    Select the check box for each benefit type that you want to update.
    Benefit Plan
    Alternatively, specify the benefit plans that you want to update in the fields provided. You can select benefit types or specify benefit plans, but not both.
    Coverage Class
    Select Employees, Retirees, or COBRA Participants. Updates can be run for only one coverage class at a time.
    Update Immediately
    Select this check box if you want to commit your changes. If you do not select this check box, changes are displayed as pending so you can preview them. We recommend that you preview your changes before committing them.
    Run Through Date
    Specify the date through which you want to update benefits. If there are multiple changes to a plan, you must run the updates in order by date. For example, if there is one change with an effective date of 1/1/2016 and another with an effective date of 1/1/2017, you must first run updates through no later than 12/31/2016.
  4. Click OK to process this action immediately.

    or

    Click Schedule to schedule the action to run later.