Add Plans

To add and configure the general settings for a plan:

1. Go to Benefits Setup > Plans and Options.
2. Click Add > Add Plan.
3. In the Add Plan dialog box, select an option in the Country and Plan Type lists. You can't change these settings after you save the plan.
4. Select an option in the Plan Sub Type drop-down list and click Add.
5. In the General tab, set the fields as needed. The required fields are:
   • Name
   • Reference Code
   • Effective From
   • Plan Year Date Type
   • Plan Year Start Date
   • Plan Year End Date
6. Click Save.

To complete plan setup, see the following sections:

• Waive Options
• Health Plans
• Life and Disability Plans
• Reimbursement Plans
• Retirement Plans
• Add Documents to Plans or Options
• Coverage Period
• Payroll Mappings
• Assign Eligibility Qualifiers