Updating benefits for single 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. Right-click the plan to update and select Update Plan.
  3. Specify this information:
    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 to commit your changes. If you do not select this check box, changes are displayed as pending so that you can preview them. We recommend that you preview your changes before committing them.
    Run Through Date
    Specify the date through which 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 1/1/2018 and another with an effective date of 1/1/2019, you must first run updates through no later than 12/31/2018.
  4. Click OK to process this action immediately.

    or

    Click Schedule to schedule the action to run later.

    If there are any errors, they must be resolved before another change for the benefit plan can be processed.