Ways to Create Programs

Create benefits programs by using the methods, which are available on the Manage Programs page.

Here's the list of methods:

• Complete the Quick Create Program page.

• Prepare and upload the integrated Microsoft Excel workbook.

• Complete the program configuration guided process. This method is the only way that you can edit plan configurations.

After creating a program, you can validate the completeness of the configuration.

Quick Create Program

The Quick Create Program page is useful when you want to set up the essential framework of a benefit program configuration quickly.

You can associate or create and immediately associate the following in one place:

• Plans in program

• Life events with those plans

You can quickly configure essential characteristics for a program. Several program characteristics are automatically set to commonly used values.

You can't use this method to edit any existing program.

Integrated Microsoft Excel Workbook

Use the integrated workbook method when you want to create one or more benefit programs quickly. You can't use this method to edit an existing benefit program.

1. Enter basic program details using the workbook.

2. Save the file locally to share the program designs with others.

3. Upload the finalized programs to the application database.

4. Edit and add program configuration details using the Plan Configuration work area.

Program Configuration Guided Process

The program configuration process provides the complete set of program characteristics, and therefore the greatest flexibility for setting up and maintaining benefits programs. This method is the only way to edit an existing program. Use it to edit programs created by any method.

If you're midway through the program configuration process and discover that you didn't completely set up an object required for your program configuration, you must:

1. Leave this process.

2. Open the relevant task for setting up the missing object.

3. Complete that auxiliary setup.

4. Return to this process and complete the program configuration.

Program Configuration Validation

The validation process identifies errors early in the setup process and enables you to resolve quickly any issues that might occur.

1. In the Program tab Search Results section, select the program to validate.

2. Click Validate.

3. On the Program Hierarchy page, select a plan and option.

4. Click Validate to open the Validation Results page, which displays the output of the validation process.

You can hover over those fields with icons to view a description of the status.