Summary

Enrollment Plans are used to associate a list of eligible employees with groups of deductions and benefits that those employees will be able to enroll in during an open enrollment period. Once an enrollment plan has been created, it can be added to an open enrollment period in the HR Open Enrollment batch process.

Step by Step

1     View the existing Enrollment Plans.

• Open the Enrollment Plan Selection window (HR> Maintenance> Enrollment Plan).
• Highlight an enrollment plan and press ENTER or click the Modify icon to view or modify an enrollment plan.
• Highlight an enrollment plan and press DELETE or click the Delete icon to delete the selected enrollment plan.
  • Enrollment plans that are attached an employee or union unit or included in an open enrollment batch cannot be deleted.
• Highlight an enrollment plan and click the Copy icon to create a copy of the selected plan.
  • This will open a new plan in the Enrollment Plan Maintenance window with many of the fields pre-populated with the original plan details.
• Press INSERT or click the Create icon to create a new enrollment plan.

2     Create an Enrollment Plan.

• The Enrollment Plan Maintenance window is divided into three sections.
• Enter the plan information in the Maintenance section.
  • Enter a unique Plan Name. The plan name can be up to 20 alphanumeric characters long.
    • Once the enrollment plan is saved, this field cannot be edited.
  • Enter a Plan Cap value for the enrollment plan.
    • This is the amount that will be available to each eligible employee during the open enrollment process. When an employee accesses the Open Enrollment online application, the plan cap will be displayed in the Projected Costs column on the right side of the page. As the employee adds or removes deductions, this column provides a running total.
    • This value cannot be less than zero.
  • Enter a Due To and a Due From Deduction for the plan.
    • If the employee completes the enrollment process with a plan cap surplus or deficit, these deductions will be used to balance the employee's account.
    • The deductions selected for these fields must be active, flat rate deductions that allow negative values.
    • Deductions are created and maintained on the Deduction/Benefit Maintenance window (PR> Maintenance> Deduction/Benefit).
  • Check the Closed toggle to close the enrollment plan.
    • Closed enrollment plans will not be available for the open enrollment process.
  • Enter an optional Description for the plan. This field can be up to 512 characters in length.

3     Select the Eligible Employees for the Enrollment Plan.

• Click the Create icon drop-down menu and select New Employee to open the Employee Selection window.
  • Enter the desired employee details in the fields on the Main and Advanced tabs and click the Refresh icon   to filter the displayed employees by the specified details.
  • Highlight an employee and click the Confirm icon to add that employee to the list of eligible employees. Use the CTRL or SHIFT keys while selecting to select multiple employees.
  • Employees cannot be eligible for more than one enrollment plan. If an employee that is already eligible for another plan is added to a new plan, you will not be able to save the new plan.
  • Employees are created and maintained on the Employee Maintenance window (PR> Maintenance> Employee).
• Highlight an eligible employee and press DELETE or select Delete Employee from the Delete icon   drop-down menu to remove the employee from the eligible list.

4     Associate Deduction/Benefit Groups with the Enrollment Plan.

• Click the Create icon drop-down menu and select New Group to open the Deduction/Benefit Group Selection window.
  • Highlight a deduction/benefit group and click the Confirm icon to add the group to the enrollment plan.
  • Deduction/benefit groups are created and maintained on the Deduction/Benefit Group Maintenance window (HR> Maintenance> Deduction/Benefit).
• Highlight a deduction/benefit group and press DELETE or click the Delete icon to remove the group from the enrollment plan.

5     Save the Enrollment Plan.

• Click the Save icon to save the enrollment plan.