Add Plan Carriers

To add a plan carrier:

1. Go to Benefits Setup > Plan Carriers and click Add.
2. In the General section, enter values in the following fields:
   • Name: The name that shows when you can select a carrier in Dayforce.
   • Description: (Optional) The description doesn't show elsewhere in Dayforce.
   • Reference Code: The unique code is used in imports and exports.
   • Payee: (Optional) Select an option to associate the plan carrier with a third-party payee. Associating carriers with payees allow you to track where benefits deductions should be remitted when they’ve been collected. See Third Party Payee Configuration.
   • Legal Carrier Name: The official legal name of the insurance carrier.
   • Carrier Policy Number: The unique policy number assigned by the carrier for the benefit plan. You don’t have to enter the policy number if you select Other in the Legal Carrier Name drop-down list.
3. (Optional) To add contact information for the carrier:
   1. In the Carrier Contacts section, click New.
   2. Enter values in the following fields:
      • Contact Name: The name of the contact. This name can be the same name you enter in another field, a description of the contact type, their role at the carrier, or other relevant information. For example, if two contacts are configured for the carrier, the Contact Name fields could be configured as “Primary” and “Secondary” to differentiate the records.
      • Contact Person First Name: (Optional) The contact person’s first name.
      • Contact Person Last Name: (Optional) The contact person’s surname.
      • Department/Title: (Optional) The contact person’s department or title.
      • Type: The type of contact whose information is being entered. This drop-down list shows the contact types that are configured in HR Admin > Contact Information Types.
      • Phone Number: (Optional) The contact person’s phone number.
      • Email Address: (Optional) The contact person’s email address.
4. Click Save.

After saving the plan carrier, you can edit, localize, and delete the plan carrier, as needed:

• To edit the plan carrier details, select the carrier in the left sidebar and make the edits.
• To localize the plan carrier details, select the carrier and click Localize in the toolstrip to localize the carrier name and description.
• To delete a plan carrier, you must first remove it from the plan, property, or data export. You can delete a plan carrier only if it's not in use in the following areas of Dayforce:
  • In plans in Benefits Setup > Plans and Options
  • In properties in Benefits Setup > Benefit Properties
  • In data exports in Integrations > Data Export Setup > Benefits Data Export

You can set carrier feed properties in Integrations > Data Export Setup > Benefits Data Export. See XML/834 Exports.