Create a New Benefit Package by Duplicating Current Package for Open Enrollment

The first step in configuring your system for a new Benefit Year is to create a new Benefit Package for the new benefit year. The quickest way to do this is to duplicate the structure of the Benefit Package for your current benefit year.

We offer a video training for this topic on Arcoro Learning.

1. Expand Settings and click Benefit Management from the menu.

   

2. Select the Benefit Package that represents your current benefit year (e.g., 20xx Benefits Package) with the checkboxes on the far-right.

   

3. Click Duplicate Selected Records in the Actions drop-down menu. Confirm the duplication in

   

4. Click the name of the newly duplicated Benefit Package. It should be suffixed with "- Copy".

   

5. Update the following fields on the "Configure Package Properties" tab as needed for your company:

   

   • Name - Rename the benefit package as appropriate.
   • Start Date and End Date - Should reflect the start and end date of the new Benefit Year.
   • Eligibility Rule - Make sure the eligibility rule is appropriate. 
   • DOB Effective Date - Update the DOB effective date for all employees and dependents' age for any age-banded benefit premium, age reductions, and dependent age rules. 
   • Cost Display - Set the cost display to per pay period. 
   • Default Mapping - Specify the new rollover mapping for the new year.
6. Update any other relevant fields such as benefit structure, enrollment screens, etc.
7. Click Save when finished.