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 Billing

8 Extract Benefits Data

9 Integrated Workbooks for Loading Data

10 Managing Employee Wellness

11 Benefits Setup Maintenance

12 Eligibility Criteria

13 Eligibility Profiles

14 Life Events

15 Collapsing Life Events

16 Benefits Hierarchy

17 Program and Plan Creation

18 Program and Plan Basic Details

19 Program and Plan Eligibility

20 Program and Plan Enrollment

21 Designation Requirements

22 Plan Certifications

23 Rates

24 Variable Rate Profiles

25 Coverages

26 Flex Credits

27 Enrollment Display

28 Plan and Program Validation

29 Benefits Configuration Copy

Glossary