Setting up benefits plan groups

This procedure shows how to set up and view the groups of plans that you want to display on the Web. You can specify the order you want groups to be displayed to the employee and how many plans the employee can enroll in for each plan group. For example, example, you may only allow the employee to enroll in one health plan and one dental plan, but up to four employee life/AD&D plans. In this case, the plan group for Life may include both employee life and AD&D plans.

Set up benefit plan groups

  1. Access Benefits Plan Group (BS02.1).
  2. Select a company.
  3. Specify this information:
    Plan Group

    Specify a name for the plan group you want to display on the Web. For example, if you want a group of medical plans, you might want to call them Medical Plans or Health Plans.

    Process Order

    Specify the order in which you want the group to display on the Web. For example, if you created a group called Medical Plans in the Plan Group field and you want this group to display first, specify 1.

    Number of Plans

    Specify the number of plans a user can select within a group.

    Required

    Select whether group requires enrollment in at least one plan.

  4. Select a form action.