Other Employee Plans

Clicking on the Employee Benefits icon displays the Benefits – Employee [Enrollment] page. The Others tab displays information currently on file about other benefit plans (if any) that the employee may have.

After Division Selection, select the Employee.

You may add a new "other" plan or edit/delete existing plan details.

For reference, the system displays a current list of other plans associated with the employee.

Edit Other EE Plan

To edit an existing plan, click in the plan row to display the Plan details and make your changes. Click to undo any changes.

Delete Other EE Plan

To delete a plan, click in the plan row. The system will request confirmation.

Add Other EE Plan

Note

Plan Types must exist before adding a new plan, or the system displays an appropriate message. (Plan Types are specified in the View>Administration>Configuration>Benefit Tables tab.)

Enter the Plan No in the related text box.

Enter the Plan Description in the related text box.

Select the Plan Type from the drop-down box. (The selections available are specified in the Benefit Tables.)

If your Company has more than one Federal EIN, select the appropriate EIN from the drop-down box.

Enter the Group Number (provided by the Carrier) in the related text box.

Select the Status of the plan from the drop-down box.

Enter the plan's Start Date or select it from the pop-up calendar (default=current date).

Enter the plan's End Date (if any) or select it from the pop-up calendar.

Enter the Employee's Contribution to the plan.

Enter the Employer's Contribution to the plan.

The system automatically calculates the Total Contribution.

Select the Billing Cycle (how often contributions are collected for the cost of the plan).

If desired, enter any related comments in the Notes field.

Click to erase any entries.

Click to store the new plan.

The system automatically populates the Created/Modified fields with the applicable user and date.