Plan Fees

Clicking on the Benefit Setup icon displays the Benefits - Setup [Plan] page.

After Division Selection, select the Fees tab to set employee/employer contributions and billing cycle for the specified Plan.

Selecting the Fees tab displays a list of all Current Fee Structures at the bottom of the page.

Note

Plan Fee Types must exist before adding fees, or the system displays an appropriate message. (Plan Fee Types are specified in the Benefit Tables.)

Edit/Delete Fee

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

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

Add Fee

Select the Plan No from the drop-down box.

Select the Fee Type from the drop-down box.

(Fee Types are specified in the Benefit Tables.)

(Employees must choose a Fee Type when they enroll in a benefit plan.)

Select the Third Party Payee from the drop-down box (if any).

Select the Coverage Type from the drop-down box.

Enter the Effective Date (the date the fees take effect) or select it from the pop-up calendar.

Select Mid-Month Handling if fees are adjustable for partial month coverage.

Enter the amount of the Employer's Contribution to the plan (if any).

Enter the amount of the Employee's Contribution to the plan (if any).

Note

If the plan is assigned a Benefit Rule, fees entered here may be superseded by the "Other" (Plan Basis) settings of the Benefit Rule.

The Total Contribution, populated by the system, is the sum of the Employer (ER) and Employee (EE) contributions.

Select the Billing Cycle for the Plan from the drop-down box.

Click to erase any entries.

Click to store the new eligibility criteria for the Plan.

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