To add and configure the general settings for an option:
- Go to Benefits Setup > Plans and Options.
- In the left sidebar, click the plan to which you want to add the option.
- Click Add > Add Option. The option setup screen shows to the right.
- In the General tab, set the fields as needed. The required fields are:
- Name
- Reference Code
- Taxability
- Beneficiaries (life and disability options and retirement options only)
- Click Save.
To complete option setup, see the following sections:
- General Health Option Settings
- General Life and Disability Option Settings
- General Reimbursement Option Settings
- General Retirement Option Settings
- Add Documents to Plans or Options
- Assign Eligibility Qualifiers
- Option Rates
- Participant Definitions
Note: If a plan has an existing decision support configuration, when you add an option to that plan in Plans and Options, by default, the option is excluded from decision support until a tier (for example, Employee Only, Employee + 1 Child) has been selected for it. If you want that option to be included, you must go to Benefits Setup > Benefits Decision Support and set which tiers apply to that option.