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Create Benefit Package: Step 4 - Review Configuration

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David N

Administrators are able to check on the system in which they have built with PDF/Excel reports.  These reports can be used to see:

  • Eligibility rules
  • Assignment of those rules
  • Rate configuration annually and monthly
  • Average dependents and EOI
  • Evidence of insurability

All reports should be viewed when comparing two packages before rollover completion and after each package has been built with all benefits for that year.  The reports that are viewable are specifically for the package of benefits that has been selected in the 'Configure Package Properties' tab.

Review_Configuration_-_Configuration_Reports_-_00.png

Verification Check

The 'Verification Check' will assist administrators with exports in relation to the configured benefit package. Notification will be given if HMO benefits or plans are not utilizing PCP and the eligibility rules being utilized.  

Review_Configuration_-_Verification_Check_-_00.png

 Optional Next Article

The next article is Step 5 - Voluntary Benefits

 Additional Help Topics

This article is part of a series of help topics for creating a benefit package. You can view the list of related resources by clicking here.

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