Link Categories to Benefit Groups

Access the Categories By Benefit Group form.

To link categories to benefit groups:

1. On Work With Benefit Groups, complete the Benefit Group field and then click Find.

2. Select the benefit group record and then click Select.

3. On Categories By Benefit Group, click one of these options in the Benefit Group Rule group box to indicate whether the benefit group offers flex plans, and if so, how it treats positive remaining credits:

   • Flex plans not offered

   • Flex plans offered, positive remaining credits allowed

   • Flex plans offered, positive remaining credits not allowed

4. Complete these fields and click OK:

   • Group Category

   • Seq. Num.

   • C R

   • Category Type

• Flex Plans not offered

  Enter a rule assigned to the benefit group that determines whether the benefit group contains flex plans and whether you want to keep track of flex credits that remain after an employee has enrolled in benefit plans. Select one of these options:

  • Flex plans are not offered.

  • Flex plans are offered. Positive remaining credits are allowed.

  • Flex plans are offered. Positive remaining credits are not allowed.

• Flex plans offered, positive remaining credits allowed

  Enter a rule assigned to the benefit group that determines whether the benefit group contains flex plans and whether you want to keep track of flex credits that remain after an employee has enrolled in benefit plans. Select one of these options:

  • Flex plans are not offered.

  • Flex plans are offered. Positive remaining credits are allowed.

  • Flex plans are offered. Positive remaining credits are not allowed.

• Flex plans offered, positive remaining credits not allowed

  Enter a rule assigned to the benefit group that determines whether the benefit group contains flex plans and whether you want to keep track of flex credits that remain after an employee has enrolled in benefit plans. Select one of these options:

  • Flex plans are not offered.

  • Flex plans are offered. Positive remaining credits are allowed.

  • Flex plans are offered. Positive remaining credits are not allowed.

• C R

  Enter a rule that defines the election criteria for a benefit category. Values are:

  O: Optional. The enrollee may select one.

  R: Required. The enrollee must select one.

  Blank: No rule applies. The enrollee may select any item or items.