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Administrator Guide
Last Updated: 2023-06-23
Create Benefit Plan Year Definitions

Create Benefit Plan Year Definitions

Security:
Set Up: Benefits
 domain in the Benefits functional area.
Define the collection of benefit plans that are offering during a given year or other plan period. Workers can only enroll in benefit plans that are part of the current benefit plan year.
Best Practice:
 You can hide benefit plans that you don't offer to avoid adding them to the benefit plan year. You can edit these plans and select the
Do Not Use
 check box.
  1. Access the
    Create Benefit Plan Year Definition
     task.
  2. Specify the benefit plan year start and end dates:
    Option Description
    Start Date
    Enrollment in benefit plans can begin on this date. The effective date for benefit plans available in this benefit plan year definition must be earlier than or equal to this date.
    End Date
    Enrollment in the benefit plans terminates on this date.
    For benefit plans with enrollments that are ongoing, define a separate benefit plan year that has a December 31, 2099 end date. Example: retirement savings plans.
    Changing these dates might impact your employees' current benefit enrollments.
    Don't add a benefit plan with an effective date later than the start date of the benefit plan year. Instead, create a new benefit plan year definition and run an open enrollment for that plan.
  3. Add the plans that are valid for the plan year.
You can:
  • Change the plan year definition with the
    Edit Benefit Plan Year Definition
     task.
  • Run the
    View Benefit Plan Year Definition
     report to see the benefit plans included in a plan year definition.