General Info

Select the General Info tab.

From Date

Enter the date on which the benefit plan goes into effect.

This date determines whether the plan displays on the Benefit Group Selections form and on the employee's Personal Enrollment form. For example, if the plan has an effective date that is after the employee's effective date on the Benefit Group Selections form or in the batch enrollment, the employee cannot enroll in the plan.

Thru Date

Enter the date that the benefit plan ends.

If this date exists on the Plan Master Information form prior to an employee's enrollment, the effective through date becomes the employee's ending enrollment date when you enroll the employee.

Policy/Reference Number

Enter the certificate or policy number of the benefit plan.

Status Code

Enter a UDC (08/ ST) that defines the current state of the benefit plan. For example, you might use A to define the plan as active.

Mandatory

Enter a code that indicates whether the plan is required for all employees. Codes are:

Y: Yes, all employees must participate in this plan. You should not use this code unless all employees are required to participate in the plan.

N: No, all employees are not required to participate in this plan. The plan is optional.

Enter Amount/Rate

Enter a code that indicates whether you can enter an amount or rate when you enroll an employee in a benefit plan. Typically, you enter Y when the employee determines the amount of a deduction or a benefit. Examples include 401(k) percentages, dependent care, and health care reimbursements.

COBRA Plan

Specify whether a benefit is also a COBRA plan. Values are:

Y: Yes, The plan is a COBRA plan.

N: No, The plan is not a COBRA plan.

Note: If you enter Y in this processing option, you must define each DBA with the COBRA plan equivalent equal to 1. This field is found on DBA Additional Information.

If you specify that this plan is a COBRA plan, then you must also activate the Valid for COBRA option located on the US Leg/Reg (U.S. legislative/regulatory) form in the DBA setup.

Allow Enrollment at Plan Level

Specify whether an employee can enroll in the plan when plan options are available. Values include:

0: The employee cannot enroll.

1: The employee can enroll.

Flex Plan

Enter a code that identifies the plan as a flex plan. When the plan is defined as a flex plan, the system displays the EE Flex Cost (data item PDDP) and the ER Flex Credit (data item PDCP) PDBA fields on the Enrollment with Eligibility and the Employee Self Service benefit forms.

Requires Dependents, Requires Beneficiaries, and Does not require Dependent/Beneficiary

The options in the Dependent/Beneficiary group box define whether a plan is designated as a dependent plan or a beneficiary plan. You must select one of these options.