ADD & CONFIGURE PLANS

Adding Plans
Previous > Branding a Company Portal View this quick video to learn more about how to set up and add Plan Libraries. In the Company portal: ...
Tue, 16 Oct, 2018 at 7:03 AM
Configuring Plans > Profile
Previous > Adding Plans Once a plan has been added, complete Benefits > [plan] > Profile: A SYSTEM ID (visible to EaseCentral only) and IM...
Fri, 7 Sep, 2018 at 5:45 AM
Configuring Plans > Eligibililty
Previous > Configuring Plans > PROFILE The Eligibility tab determines who is eligible for the plan and when. More than one Eligibility can be set ...
Wed, 17 Oct, 2018 at 9:03 AM
Configuring Plans > Rates
Previous > Configuring Plans > ELIGIBILITY The Rates page contains the carrier monthly premiums. Carriers' age/area-specific rates for sma...
Thu, 6 Sep, 2018 at 9:40 AM
Configuring Plans > Contributions
Previous > Configuring Plans > RATES In the CONTRIBUTION TYPE menu you can choose to enter Employee contributions or Employer contributions.  ...
Tue, 28 Aug, 2018 at 11:05 AM
Configuring Plans > Forms
Previous > Configuring Plans > CONTRIBUTIONS You can search for and review forms by selecting View Forms Library in the Forms page or by selecting...
Tue, 28 Aug, 2018 at 11:08 AM
Configuring Plans > Documents
Previous > Configuring Plans > FORMS In the plan's Documents page, plan-specific documents can be uploaded and links to carrier or Third-Part...
Tue, 28 Aug, 2018 at 11:10 AM
Pay Schedules
Pay Schedules  Pay Schedules are only required if the employer is using the ACA or HRIS module, or if the company is automating the remaining deductions...
Wed, 12 Dec, 2018 at 9:52 AM
Duplicate Plan
Benefit plans may be copied within plan types and from year to year. Once copied, details may be changed/updated to reflect the new plan. To speed up the r...
Thu, 11 Oct, 2018 at 1:42 PM
Renewal Assist – Duplicate Plan and Push Enrollment
The Renewal Assist feature is currently available for Agency and Enterprise subscription holders only. When adding a benefit plan and duplicating the pr...
Thu, 11 Oct, 2018 at 1:40 PM