In the "Step 2 – Select Plans" tab, you will select the benefits that should be run for the utility selected in "Step 1 - Select Utility".
- Expand 'Settings' and click Benefit Management from the menu.
- Click Plan Utilities from the menu bar.
Expand and select only the benefits starting on the effective date chosen from the "Step 1 - Select Utility" tab. These benefits should only be from your most current package. Do not select benefits from a previous year’s package. If benefits are not mapped, they should not be selected.
When running the utility to create benefit records, if a benefit depends on another benefit, you have to run the utility for the primary benefit before running the utility for the secondary benefit so that Core HR can consider the dependencies when creating the record.
For example, if you want to create benefit records for Employee Voluntary Life, Spouse Voluntary Life, and Child Voluntary Life, you should create records for the Employee Voluntary Life first. After the benefit records have been created, you will run the utility again for Spouse Voluntary Life and Child Voluntary Life.
After selecting the benefits, click Save and Continue to run the utility. You can review the progress of the utility from the "Step 3 - Run Utility" tab.