Creating a Rollover Mapping for Open Enrollment

By default, when benefit records are created for a new Benefit Package, employees are assigned to a default coverage level. This configurable coverage level is typically a waiver or guaranteed issue coverage level. When creating a new Benefit Package, it may be desirable to map employee coverages from one Benefit Year to the next so that employees automatically maintain their existing levels of coverage with the "Rollover Mapping" feature in Core HR. 

Pro Tip: For contribution-based benefits such as HSA, FSA, DFSA, 401k, our best practice is to import instead of rolling over. Do not include these in your mapping, instead, pull a benefits export and import back in for the new package year.

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

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

   

2. Click Rollover Mappings from the ribbon near the top of the page.

   

3. Click Add New Rollover Mapping from the Actions drop-down menu.

   

4. For "Step 1 - Package Mapping", set up the appropriate fields. When done, click Save & Continue >>.
   • Package to Configure - The drop-down menu should default to your new benefit package. If the default benefit package is incorrect, select the appropriate benefit package.
   • Package to Map From - The "Package to Map From" should be the previous year's benefit package. 
   • Mapping Name - Name your mapping for the appropriate benefit year.
   • Do not roll Primary Care Physicians (PCPs) over into the new Package - Enable this option as appropriate for your company.
   
5. For "Step 2 - Benefit Mapping", make sure that the "(Benefit) From" and the "(Benefit) To" match with their corresponding benefits. If a benefit election will not rollover to the new benefit package, you can use the drop-down menu and select "No Mapping" towards the bottom of the list. When done, click Save & Continue >>.

   

6. For "Step 3 - Plan Mapping", make sure that the plan elections match up with the corresponding benefit and plan. When done, click Save & Continue >>.

   

7. For "Step 4 - Coverage Mapping", make sure that the coverage levels match between the previous and new benefit packages and plans. When done, click Save & Continue >>.

   

8. When you reach "Step 5 - Finish", you have completed the rollover mapping for your benefit plan.