Quick Create for Plans
Quick create plan functionality defines essential configuration for benefits plans. You can quickly set up basic details of options with rates within the plan setup, saving significant time.
Consider the following aspects of quick create plan functionality while deciding whether this method is appropriate for configuring a particular benefits plan:
-
Advantages of Quick Create Plan
-
Automatic plan settings
-
About editing saved plans
Advantages of Quick Create Plan
Click Quick Create Plan on the Manage Benefit Plan Details page of the Plan Configuration work area to:
-
Set up essential plan configuration.
-
Set up temporary plans for.
-
Testing and proof of concepts
-
Confirming understanding of plan configuration requirements
-
Supporting agile development techniques
-
Presales customer demonstrations
-
-
Create and attach objects without exiting to other tasks, as shown in the following table.
Object
Outside Task
Plan type
Manage Plan Types
Options
Manage Plan Options
Option in plan level employee and employer standard rate flat amount
Manage Benefit Rates
Option in plan level coverage flat amount
Manage Benefit Plan Coverage
Automatic Plan Settings
The quick create plan configuration includes the following automatic settings.
Field |
Default Value |
---|---|
Status (plan) |
Pending |
Status (associated options) |
Active |
Type (associated rates) |
Standard |
Type (associated coverage) |
Standard |
Year Periods |
Range of two years before and one year after the current year |
Year Period Type |
Calendar |
Required (associated eligibility profile) |
Not selected |
Enrollment Rule |
Current - can keep or choose; new - can choose |
Plan Function |
Regular |
If Usage is In program |
Enable unrestricted enrollment is clear |
If Usage is Not in program |
Enable unrestricted enrollment is selected |
Enabling unrestricted enrollment sets the following field values automatically.
Field |
Default Value |
---|---|
Rate Start Date |
Event |
Coverage Start Date |
Event |
Previous Rate Start Date |
One day before event |
Previous Coverage Start Date |
One day before event |
Life Event (on Enrollment page) |
Unrestricted |
Enrollment Period Start Date |
As of Event Date |
Enrollment Period End Date |
As of Event Date |
Close Enrollment Period Date |
When elections are made |
The following aren't set automatically:
-
Dependent or beneficiary designation
-
Primary care physician designation
Edit Saved Plans
To edit existing plan configurations, use the Manage Benefit Plan Details configuration guided process. With this process, you can also add definitions that you didn't or couldn't specify during the quick create process.
After retrieving a quick create plan, you can:
-
Change plan status.
-
Add predefined options and change option status.
-
Add plan year periods for fiscal years.
-
Add or remove standard rates, and add imputed rates and variable rates.
-
Add or remove standard coverages, and add variable coverages.
-
Add or remove eligibility profiles.
-
Configure requirements for:
-
Scheduled and life event enrollment
-
Certifications
-
Dependent and beneficiary designation
-
Primary care physician designation
-
Add Additional instruction Text
You can add additional instruction text for plans and options, in the Instruction Text field, when you add or edit a plan or option in the Plan Configuration work area. For example, when you group multiple plans within one plan type, it's useful for employers to have the ability to provide additional text at the plan or option level.