Add Options

Dayforce Implementation Guide

Version
R2025.1.1
Add Options

To add and configure the general settings for an option:

  1. Go to Benefits Setup > Plans and Options.
  2. In the left sidebar, click the plan to which you want to add the option.
  3. Click Add > Add Option. The option setup screen shows to the right.
  4. 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)
  5. Click Save.

To complete option setup, see the following sections:

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 SetupBenefits Decision Support and set which tiers apply to that option.