You must run the Benefits Intelligence Data Preprocessing background job before your first use of the Benefits Intelligence feature and when you start a new plan year (on or after the plan year start date). This job processes enrollment and rate eligibility data before passing it to Benefits Intelligence. You can run the Benefits Intelligence Data Preprocessing background job by clicking Benefits Intelligence Data Processing in the Select Period and Plan Group dialog box in Benefits Intelligence and the toolstrip in Benefits Setup > Benefits Decision Support. See Benefits Intelligence Data Preprocessing.
When you access Benefits Intelligence, you have to select the period and plan group that you want to see analysis for.
Your period selection determines which Benefits Decision Support configuration Dayforce uses to generate data, based on the configuration effective dates. The effective dates of the configurations generally align with your plan years.
For example, the current date is May 5, 2020 and you have a plan year of January 1 to December 31. If you select Current Plan Year, then the plan year would be January 1, 2020 to December 31, 2020. If the plan year is July 1 to June 30, then the current plan year would be July 1, 2019 to June 30, 2020.
Taking the same dates, if you select Previous Plan Year, then the plan years would be January 1, 2019 to December 31, 2019 and July 1, 2018 to June 30, 2019.
Important: You can only load plans with relative plan years in Benefits Intelligence. Fixed plan years aren't supported.
Plan groups allow you to group employees based on the plans they’re eligible for. As a result, when you’re reviewing the data in Benefits Intelligence, employees who aren’t eligible for all of those plans aren't included. The plans available for selection are ones configured in Benefits Decision Support that have a valid decision support configuration.
The following restrictions apply to creating plan groups:
- Plan groups must have unique names.
- All plans in a plan group must have the same effective dates (plan year dates).
- All plans in a plan group must have effective rates (premiums) for the effective dates of their Benefits Decision Support configurations.
- All plans in a plan group must be effective in either the current or previous plan year, or both. A plan's Effective To date can't be before the first day of the previous plan year.
- At least one of the plans in the group must have employees enrolled in it.
Note: If any of your plan groups include plans that aren't active in the previous or current plan year, it's recommended those plans be removed from the plan groups.
To help you ensure that all of the plans in your plan group have the same effective dates, those dates are listed next to the plan name in the selection list.
A plan might be listed multiple times if there are multiple decision support configurations for that plan with different plan year dates.
Benefits Intelligence has a default plan group, All Plans. Every plan configured in Benefits Decision Support is included in the All Plans group, regardless of plan year dates. However, if those plans don’t have the same year dates, you can’t load the data. Because you can’t edit or delete the All Plans plan group, you’ll need to create a plan group where all of the plans have the same effective dates.
If a configuration is deleted in Benefits Decision Support, that plan is also removed from any plan groups that include it in Benefits Intelligence.