Essential benefit plan information
This table describes the tabs and procedures that contain essential benefit plan information:
Tab | Purpose | For more information, see |
---|---|---|
Main | Use to define the type of benefit plan. | Creating basic benefit plans |
Eligible | Use to define who is eligible for the benefit plan. | Mass creating eligibility records |
Flex | Use to define whether the benefit plan is under a flex plan. If employees receive flex credits for electing the benefit plan, you can select a pay code to track those credits. | Creating benefit plans under a flex plan |
Deduction | Select the benefit plan's frequency table and deductions. | Creating deductions in benefit plans |
Entry Rules | Use to define when an employee becomes eligible for a certain benefit plan. This tab also has Change Rules. | |
Termination Rules | Use to define when an employee stops being eligible for a benefit plan. | Creating termination rules |
Coverage | Use to define the Coverage Rules for the plan. | Creating benefit plan coverage |
Contributions | Use to define contribution rules for the plan. | See Defining Contributions |
Exports | Use to define exports for enrollments in the benefit plan. | Defining benefit plan export details |
Investment | These are available investment elections for employees that are available if Investment Elections are selected on the Main tab. | Defining investment options |