Forms Used to Set Up Benefit Plans

Form Name

Form ID

Navigation

Usage

Plan Master

W08320A

Benefits Administration Setup (G08BB4), Plan Master

On the Work With Plan Master form, click Add.

Add a new benefit plan.

Plan Master Rates Window

W083203A

On the Plan Master form, select Plan Rates from the Form menu.

On the PDBA Detail form, select the PDBA record for which you want to enter a rate, and then click Select.

Enter a date-sensitive override amount or rate for the employee contribution.

Work With Plan Master

W08320B

Benefits Administration Setup (G08BB4), Plan Master

On the Work With Plan Master form, find and select the plan that you want to copy and click Copy.

Copy an existing benefit plan.