Defining plan groups

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

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

    Specify a numeric value to show the order of the plan groups to be displayed to the employees.

    Nbr of Plans

    Specify the number of plans the employees can enroll.

    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.