1. Benefits Implementation Guide
  2. Copying an Existing Benefit Plan

Copying an Existing Benefit Plan

Access the Work With Plan Master form.

To copy an existing benefit plan:

  1. Complete the Plan ID and From Date optional fields.

  2. To specify whether to display only active plans or all plans, select one of the options in the Plans area.

  3. Click Find.

  4. In the detail area, select the plan that you want to copy and click Copy.

    Note: If the plan that you copy has associated plan options, the system displays a confirmation message. To copy both the selected plan and its associated plan options, click OK. To copy only the plan, click Cancel.

  5. On the Plan Master form, complete the Plan ID field.

  6. Review and, if necessary, change the name of the plan in the unlabeled field to the right of the Plan ID field.

  7. Review and, if necessary, change any of the remaining information on the form that the system copied from the original plan, and then click OK.