Defining plan groups

This procedure teaches you how to set up plan groups. Plan groups enable you to group benefit plans and define the way the system presents the web enrollment process to employees.

After you create plan groups, you can tie them to the enrollment form you set up for existing employees. If you do not tie plan groups to enrollment forms, then the system shows the plan groups only for new employees.

  1. Access Web Benefits Plan Groups (BS02.1).
  2. Specify this information:
    Process Order

    Specify a numeric value. This field lists the order you want the system to display the plan groups to the employee.

    Nbr of Plans

    Specify the number of plans the employee can enroll in.

    Note: Adding many plan groups helps you control the order that the system lists the plan groups. Adding many plans also makes it easier for employees to specify their benefit information.
  3. Click Add.