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 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 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.
The Plan Utilities page allows you to select your utility, plan, and run the utility.
Utilities run in mass and will affect every employee who is eligible for or has benefits.
Each step is detailed below: