Exclude a Benefit Plan or Category

Access the Excluded Benefits form.

To exclude benefit plans or categories from a work file build:

1. On Excluded Benefits, select one of these options:

   • R085520

   • R085530

2. Enter an existing version identification in the Version field.

3. To exclude a benefit plan, enter a plan identification in the Plan ID field.

4. Click the adjacent Add button to add the benefit plan to the grid.

5. To exclude a benefit group category, enter a benefit group category identification in the Benefit Group Category field.

6. To save the exclusions to the current version, click OK.

   • R085520

     Select an option that allows you to select either the Available Plans Work File Build program (R085520) or the Current Enrollment Work File Build program (R085530). When you associate one of these choices with an existing version identification, you can specify benefit plans that you want to exclude from the work file build for self service.

   • R085530

     Select an option that allows you to select either the Available Plans Work File Build program (R085520) or the Current Enrollment Work File Build program (R085530). When you associate one of these choices with an existing version identification, you can specify benefit plans that you want to exclude from the work file build for self service.