Create New Plans / Update Existing Plans
You will need to make any and all changes that have occurred with your plans for your New Plan Year enrollments.
If your plans/carriers have changed drastically, create your new plans for the coming year by adding new plans.
If not much has changed, it will be easiest to clone your plans from the current year and make the needed edits to the cloned copy.
From you HR Dashboard click the Benefits Tile
From the dropdown menu select Plan / Policy
To add a new Plan:
Click the ‘New’ button and fill in the information.
To Copy and Edit an Existing Plan:
From you HR Dashboard click the Benefits Tile
From the dropdown menu select Plan / Policy
To add a new Plan click the New button and fill in the information.
Click the ‘Clone’ button to make a copy of an existing plan. Then re-name it and make the needed updates for the coming year.
Click on the ‘Clone’ button.
Change the plan Name (Suggested Format: YYYY Plan Name). Update the Plan Details. Change the Start & End Date for the plan.
Add or change Notes if using them, review your Waiting Rules and Eligibility Groups for any changes that need to be made. Attach any Documents that you want included with the plan.
Review and make any needed changes to your Rates/Rate Structure.
If your payroll deduction codes have changed, you will need to change them on the plans also.
Click Save Changes when you are done.
Complete the steps above for each plan that needs changes for the next benefit plan year.
Setup New Plan Year Open Enrollment.
From your HR Dashboard click the 'Benefits' tile and select 'Open Enrollment Setup' from the 'Benefits' dropdown menu.
Click on the '+New' button in the Open Enrollments window.
Add the needed information for your Annual Open Enrollment. Be sure to name it to reflect the correct year. Click the 'Save Changes' button when you are done. Do Not change the previous years' open enrollment or you will lose the historical data.
Setup Open Enrollment Notifications
There are three notifications for Open Enrollment. They are Open Enrollment Start Date, Open Enrollment End Date, and Open Enrollment Complete.
These notifications will not be sent unless they are marked as Active Yes.
Your notifications must be completed at least 48 hours before you want the notification to be sent
From your HR Dashboard click the 'HR Admin' tab and select 'Notifications' under the 'Communication' menu.