Copy Option Rates

When you copy a rate, you must update the effective dates so that they don't overlap with another rate record. The Effective From date of the rate defaults to the current date.

To copy a rate:

1. Go to Benefits Setup > Plans and Options.
2. In the left sidebar, click the health or life and disability plan option in which you want to copy rates.
3. Click the Rates tab.
4. Select a rate by clicking a date range.
5. Click Copy.
6. In the new rate, update the dates and any other properties, as required.
7. Click Save.