Plan Management
Understanding Plans Accessing Plan Management What is a Plan? Creating a New Plan Create a New P...
Once you’ve set up and/or reviewed your company divisions, it’s time to set up or review your Hea...
For the purpose of ACA Reporting, a “PLAN” refers to the single-only, lowest cost coverage availab...
To add a new plan to your account, from the Plan Management home screen, click the “Add new Plan”...
If you are creating a new plan, chances are much of the information will be very similar to the i...
If you have already created one or more plans, you can locate them by clicking on the parent organi...
The first thing you need to do when setting up a new plan is provide essential information about the ...
Once you have created your plan, you need to map it to your employee data and assign it to the comp...
To assign a cost to your plan, go to the Plan Cost tab. Remember, for the purpose of ACA reporting, w...
**This section only applies if your company uses variable contribution rates. If your contribution rates...