The "Rollover Mappings" option is where you can map your employee benefits, plan, and coverage election from one benefit package to another in preparation for Open Enrollments.
Navigating to Rollover Mappings
- Expand 'Settings' and click Benefit Management from the menu.
- Click Rollover Mappings from the ribbon near the top of the page.
The rollover mapping page will have columns for:
- Mapping Name - Clicking the mapping name link will let you edit the rollover mapping.
- (Package) From - The benefit package that will be rolled over from.
- (Package) To - The benefit package that will be rolled over to.
- Print - Clicking print will allow you to download and view a PDF of the benefits/plans that will be rolling over from one package to the other.
The Actions drop-down menu will let you:
- Add New Rollover Mapping
- Delete Selected Record(s)
Adding New Rollover Mapping
- Click Add New Rollover Mapping from the Actions drop-down menu.
- Complete the steps for adding a new rollover mapping.
Tips
- Processing a Rollover Mapping - Once you add a Rollover Mapping below, you can process the rollover from the Plan Utilities toolbar option (via the Create Benefit Records utility option).
- To review a rollover mapping once built, always review an existing mapping by clicking the 'Print' option on the rollover mapping screen. Do not go back into the rollover mapping to view