Add Individual Options to Election Sets

You can only add individual options to election sets for which the Selection Mode field is set to Individual - Selections are individual options. If you want to add bundled options, you must either change the selection mode of the election set or create an election set. If you change the selection mode of the election set, all existing options are removed from the election set. See Add Election Sets.

For the Mobile and Web enrollment types, in the Other Benefit Plans section, you must add individual option groups to election sets with the same plan type. For example, if you add option groups with health plans and reimbursement plans and then save the enrollment, Dayforce shows an error message. You can add bundled option groups with different plan types in the Other Benefit Plans section.

To add an individual option to an election set:

1. Go to Benefits Setup > Enrollments.
2. In the Load dialog box, open the enrollment that you want to work with.
3. Click the Sections/Elections tab.
4. In the left sidebar, click the section and then the election set that you want to add the option to.
5. In the toolstrip above the left sidebar, click Add, and select Add Option Group.
6. In the Add Options/Elections dialog box, search for plan options by name and effective dates. The options show based on the selected country for which you are configuring the enrollment.
   
7. Do one of the following: 
   • Add one option at a time: Select the option and click OK to add it.
   • Add several options at once: Hold down the Ctrl or Command key, selecting all of the options that you want to add, and then click OK to add them.
8. Click Save.

When you add an individual option, the corresponding icon shows next to the option in the sidebar:

To remove an option from the election set, in the left sidebar, select the option, click Delete, and then Save.