Click on the “Benefits” Tile from your HR Dashboard

Benefit Classes

Click on “Classes” from the dropdown menu

The Benefit Classes screen will open

Create Benefit Classes

If you need to add more classes, click on “New”

Complete the Code, Description and select Yes to make it active, then click “Save Changes”

After clicking “Save Changes” you will be taken back to the Benefit Classes Screen and see your new Benefit Class

Inactivate / Delete Benefit Classes

If you don’t need/want a class that was prebuilt, mark it as “Active NO”, by clicking on the class to open it and clicking “Save Changes”, or you can *delete it by clicking on the red trash can

*It is better to inactivate a class than to delete it; you may need it in the future

After clicking on “Save Changes”, you are taken back to the Benefit Classes screen again and you can see that the Class has been marked as Active NO, (inactive)

Go back to your HR Dashboard and select the “Benefits” tile again

Life Event

You will see a dropdown menu. Click on Life Event Reason

There are prebuilt Life Event Reasons that are set to active

If a Life Event Reason does not meet your needs, you have the options of adding/changing/inactivating/deleting the prebuilt Life Event Reason

Create New Life Event

To create a new event, click on NEW, add the new code and description, make sure Active is set to Yes and Save Changes

Change Life Event

Click on the event that you want to change to open it and make your changes and click “Save Changes”

Inactivate / Delete Life Event

If you want to inactive a reason, click on the event you want to inactivate and click on Active NO and Save Changes

You can *delete it by clicking on the red trash can

*It is better to inactive a class then delete it; you may need it in the future

When you have completed the Life Event Reasons, you are ready to review/add/change/inactivate/delete Waiting Rules

Go back to your HR Dashboard and select Benefits again

Waiting Rules

Click on Waiting Rules in the dropdown menu

There are prebuilt Waiting Rules.  If they don’t meet your needs, you can add/change/inactivate/delete the rule

Create Waiting Rule

To create a new Waiting Rule, click on New

Your Content Goes Here

Complete the Code, Description, and Days From Hire, (if needed) and Must Wait To First of Month Yes/No, and mark Active as Yes, and click on “Save Changes”

Change Waiting Rule

To change a Waiting Rule, click on the rule that you want to change to open it, make your changes and click on “Save Changes”

Delete Waiting Rule

To Delete the rule, click on the red trash can

Carriers

When you have completed your waiting rules, it is time to copy/change/create your Carriers

Go back to your HR Dashboard and select Benefits again

Click on Carrier from the Dropdown menu

Change Carriers

There a several Carriers of varying types set up to be able to complete the Benefit Plan Setup

You can change the information in each Carrier to fit your needs. Click on each Carrier and enter the information for each of your Carriers.  If you are not using an EDI file feed, you only need to enter the name of the Carrier and click Save Changes

Create Carriers

If you need more Carriers, click on New

Enter the Carrier information.  If you are not using an EDI file feed, you only need to enter the name of the Carrier and click Save Changes

Plan / Policy

When you have completed your Carriers, you can move on to Creating/Changing/Inactivating/Deleting your Benefit Plans

Go back to your HR Dashboard and select Benefits again

Benefit Rates are always entered monthly but will show to the employee as per pay period.

Click Plan/Policy on the dropdown menu

Create / Change Plan

There are 11 prebuilt Benefit Plans, click on each plan type and enter your Benefit information for each matching plan type that you have. Make sure to click on “Save Changes” when you have finished each plan.

You can change the sort order for the election drop down box by adding a Priority highlighted in blue under Plan/Policy Info. It will list the options by the priority number you set.

Fields highlighted in yellow are required.  Field highlighted in blue only need to be completed if you will have an EDI file feed. The example shown is a Retirement Plan.

You have the option of attaching documents to the plans, but it is not required. If needed for the type of plan you are setting up, Default Employee % or Default Employee (monthly $) and click on Save Changes

Example of a Medical Plan with Rates

Fields highlighted in yellow are required. Fields highlighted in blue are optional depending on your plan rules and if you will be using an EDI file feed.

Unrestricted Enrollment – If you allow all employees to enroll in all plans, you will use Unrestricted for each plan setup

Restricted Enrollment – If you have restrictions for which employee can enroll in a plan, you will use restricted enrolment for each of those plan setups.

Fields highlighted in yellow are required. Use the amount or % that fits your plan, not all off them. Fields highlighted in blue are optional. Be sure to click on “Save Changes”

Rates can be Free Form as above or they can be Age Banded as below.

To use the Quick Add, click on Quick Add and a popup box will come up. Complete the requested information and click on “OK”

When you finish the last step and click on ok, you will see that the rows with ages, have updated. Now you need to enter your rate increase for each age bracket and click “Save Changes”

Copy Plan

You can copy a plan to add a new plan, so you don’t have to start from scratch by clicking on copy and then enter the new information, (such as Plan Name, Start Date, End Date) for the new plan and click “Save Changes.” You would do this for your new plan year.

Questions / Resources
If you have questions or comments please email support@integrity-data.com.

Last Review: 01/26/2023