Contents

Title and Copyright Information

Preface

1 Overview

2 Maintain Benefits Enrollments

3 Manage Benefits Processing and Uploads

4 Enroll in Benefits

5 Prepare for Open Enrollment

6 Manage Open Enrollment

7 Billing

8 Extract Benefits Data

9 Integrated Workbooks for Loading Data

10 Managing Employee Wellness

11 Benefits Setup Maintenance

12 Eligibility Criteria

13 Court Orders

14 Eligibility Profiles

15 Life Events

16 Collapsing Life Events

17 Benefits Hierarchy

18 Program and Plan Creation

19 Program and Plan Basic Details

20 Program and Plan Eligibility

21 Program and Plan Enrollment

22 Designation Requirements

23 Plan Certifications

24 Rates

25 Variable Rate Profiles

26 Coverages

27 Flex Credits

28 Enrollment Display

29 Plan and Program Validation

30 Benefits Configuration Copy

Glossary