Plan Utilities assists administrators in processing benefits for employees, terminating benefits, deleting incorrect benefits, recalculating costs, and possibly resetting elections. The utility will perform functions for all employees in the system eligible for or have benefits, and the only filtration administrators may get are dates being used or benefits and plans being processed or terminated.
Plan Utilities is used to accomplish several benefits-related tasks, such as:
- Creating Benefit Records (with or without Rollover Mapping)
- Terminating Benefit Records
- Deleting Benefit Records
- Recalculating cost
- Reset Elections back to Default Coverage
- Add all employees to the Benefit Change Log
- Add Previous Year's Terms to Benefit Change Log
- Generate a billing roster
- Update Benefit Record Expiration Dates
Expand for Navigation Steps to Plan Utilities
- Expand 'Settings' and click Benefit Management from the menu.
- Click Plan Utilities from the menu bar.
Each step/tab is detailed below:
- Step 1 - Select Utility - Select the utility to be run.
- Step 2 - Select Plans - Select the benefits/plans for the utility and to run the utility.
- Step 3 - Run Utility - Review the status of the utility.