Understanding Benefit Plan or Category Exclusion from a Work File Build

You can use the Plans/Categories to Exclude From Work File program (P085501) to select either benefit plans or benefit group categories that you want to exclude when you are building the work files for benefits self service. If your organization has DBAs that use special-use benefit plans or benefit group categories that are set up for purposes other than regular employee benefits, then you might want to use this approach to exclude these plans or categories when you are preparing for benefits open enrollment or a benefits enrollment that is based on a life event. If you do not exclude these special-use benefit plans or benefit group categories, then the system displays them as employee self-service benefit options.

The Plans/Categories to Exclude From Work File program allows you to select an existing program version for either the Available Plans Work File Build (R085520) or the Current Enrollment Work File Build (R085530) and then specify a benefit plan or benefit group category identification to exclude from the work file build. To view exclusions that might exist, you can select Exclusions from the Form menu.