This guide also applies to on-premise implementations

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 Extract Benefits Data

8 Integrated Workbooks for Loading Data

9 Benefits Setup Maintenance

10 Eligibility Criteria

11 Eligibility Profiles

12 Life Events

13 Collapsing Life Events

14 Benefits Hierarchy

15 Program and Plan Creation

16 Program and Plan Basic Details

17 Program and Plan Eligibility

18 Program and Plan Enrollment

19 Designation Requirements

20 Plan Certifications

21 Rates

22 Variable Rate Profiles

23 Coverages

24 Flex Credits

25 Enrollment Display

26 Plan and Program Validation

27 Benefits Configuration Copy

Glossary