General Reimbursement Option Settings

Dayforce Implementation Guide

Version
R2025.1.1
General Reimbursement Option Settings

After defining the reimbursement plan details, in the General tab of Benefits Setup > Plans and Options for a reimbursement option, you can define options. You can add as many options as necessary and use qualifiers to determine which employees are eligible for each option; if multiple options are defined for a single plan, you must configure eligibility qualifiers for each option.

General tab fields for configuring reimbursement options
Field Description

Name

The display name of the option.

Description

The description of the option. Dayforce doesn't show the description to employees during enrollment.

Reference Code

The ID used in import files to import employee benefits. Cross-reference codes are used to import and export data to and from Dayforce and other applications.

Taxability

The taxability of the option. This value is used for reporting purposes only. Dayforce applies taxation rules to options based on the tax settings of the earning or deduction to which the option is mapped. The options are:

  • None
  • Pre-Tax
  • After-Tax

Type

Health reimbursement account (HRA) can have the following option types:

  • 213d Eligible Expenses with Premiums
  • 213d Eligible Expenses without Premiums
  • Medical Only Including Prescriptions

This setting applies only to health reimbursement accounts and not to any other reimbursement plan subtypes.

Waived Option

Dayforce tracks when employees waive an offer of coverage. In addition, select the checkbox to prevent Dayforce from showing a waive option to employees with enrollment restrictions. For more information on configuring waive options, see Waive Options. For more information on enrollment restrictions, see Enrollment Restriction Definitions.

Suppress Costs

Doesn't show employee costs to the employee in Benefits during enrollment, in Benefits > History, and in Benefits > Current Elections. For the Mobile and Web enrollment types, when you select this checkbox, Dayforce doesn't show:

  • The employee costs in any of the enrollment screens.
  • The employer costs in the Review and Next Steps screens.

This checkbox doesn't show when you select the Subject to Flex Credit Benefit checkbox for reimbursement plans with a country selection of Canada.