Use the System Data Management section in the Admin/Config menu to manage your master lists that are used in dropdown lists for data entry. Benefit-related lists are:
- Benefit Plans – Specific plans for benefit categories of medical, dental, vision, insurance, etc.. Data includes rates for employee and employer payments, frequency of payments, etc.
- Coverage Types – Types such as Family, Employee+1, Single, etc.
- Coverage Tiers – Tiers such as dollar amounts for insurance.
- Benefit Status – Statuses for plans as well as employee statuses such as active, ineligible, denied, waived, etc.
Click the button for adding a new option to the list or click on the edit icon for modifying the details of one of the existing options. Before deleting an option, you will want to run a report to see if the option is being used in any of the employee records.