Copying a benefit plan

You can create a new benefit plan by copying an existing benefit plan. This information from the originating plan is copied to the new plan:
  • Main tab
  • Eligible tab
  • Entry Rules (waiting periods and change rules)
  • Terminations Rules
  • Coverage Rules
  • Contribution Rules
  • Investments
  • Exports
  • Enrollment Groups – if Copy Enrollment Groups is selected in Copy action.

This information is not copied from the originating plan:

  • Deduction codes
  • Pay Codes
  • Enrollment Groups – if Copy Enrollment Groups is not selected in Copy action.

To create a new benefit plan:

  1. Navigate to Benefits > Plans > Benefit Plans.
  2. Right-click the benefit plan that is to be copied.
  3. Select Copy.
  4. Specify this information:
    New Benefit Plan
    Enter the name for the new benefit plan.
    New Description

    Specify the description that represents the benefit plan.

    Note: This description is visible to employees during enrollment.
    Copy Enrollment Groups

    Enable this check box if the new benefit plan is to be added to same Enrollment Groups as the originating plan.

  5. Click Submit.
  6. Specify the additional required information in the newly created benefit plan.