The "Step 1 - Select Utility" tab allows you to select a variety of utilities to help you perform actions such as, but not limited to, creating benefit records, recalculating costs, and more.
Expand for Navigation Steps to Plan Utilities
- Expand 'Settings' and click Benefit Management from the menu.
- Click Plan Utilities from the menu bar.
- Use the radial button to select the utility to run and enter the date to run the utility for. The date will differ depending on what utility you are running and the desired outcome you want. Read the description next to the Utility you are selecting for what date to use to produce the desired result.
- If the utility you are choosing has additional options to select, you will want to review these options and select accordingly. For example, the "Recalculating Costs" utility will have you choosing a new start date entered for the benefit, and you can select to only recalculate those with a compensation change or compensation & other earnings change.
- Click Save and Continue to proceed to the next step/tab.