Plan Editor

Access this page using Action>Benefit Enrollment>{Benefit Enrollment Tab}>Select Action.

This form displays when a benefit is selected. This form is customized for the type of benefit you have selected. Below is a description of every possible field choices.

If applicable, complete the information and enter Notes.

Click the Save button to complete your selection or click Cancel to close the form and keep your selection.

Note: To see the Monthly Cost of your benefit elections, click Save to populate the Monthly Cost column with the associated rate. You can then go back to the same plan and select a different option to see that monthly cost.

Fields 

Plan: The system displays the name of the plan you have selected.

Plan Dates: The system displays the dates the Benefit Plan begins and ends.

Description of plan: The system displays any instructions or a description provided by your HR regarding this benefit.

Plan Options: If applicable, click the drop-down list and select an option. Typically, this is the option to add coverage for employee only, employee with children, etc.

Dependent Election: If applicable, select one or more dependents to match the plan option selected.

• Select: Check this box to select the dependent.
• Name: The system displays the full name of the dependent.
• Type: The system displays dependent's type, such as, Dependent, Beneficiary, Both, or Other.
• Relation: The system displays the dependent's relationship to the employee.

Other: If applicable, enter an amount.

Add Notes: Enter any notes that are applicable to this benefit that you would like your HR Staff to see.