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HR and Payroll for Business Central

HR and Payroll for Business Central

Annual Benefits Open Enrollment Setup

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.