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.
- Expand Settings and click Benefit Management from the menu.
- Select the Benefit Package that represents your current benefit year (e.g., 20xx Benefits Package) with the checkboxes on the far-right.
- Click Duplicate Selected Records in the Actions drop-down menu. Confirm the duplication in
- Click the name of the newly duplicated Benefit Package. It should be suffixed with "- Copy".
- Update the following fields on the "Configure Package Properties" tab:
- Name
- Start Date and End Date — Should reflect start and end date of new Benefit Year
- DOB Effective Date
- Update any other relevant fields.
- Click Save when finished.