To update a Benefit Plan, click the edit icon next to the Plan Name in the Benefit Plan area of the System Data section in the Admin/Config menu.
You can edit the plan information and the rates found in the Rate Management section. Changes to the rates are only to the current year rates. If you want to update rates for next year, you need to enter those be editing each Coverage Tiers found in the Coverage Tiers area of the System Data section in the Admin/Config menu.
After editing the plan, you will be asked if you want to update all records for the employees who have elected that plan. If you choose to update all the employee records for that plan, then you will see new information including payment amounts changed, so give careful consideration to this option.
After updating the coverage tier information, you can choose to apply the updates to the employee records. This process for updating all employee records must be done for each individual plan separately.
For benefit rates that have been set up in the “Future Year” fields, you can roll over these rates by clicking on the Roll Rates Forward button found in the Coverage Tiers section.
To Delete a plan, select the plan from the listing and click the delete button. This function should be used carefully since you do not want to delete plans that have been active in the system. If a plan is not to be active anymore, do not delete it but rather just change the STATUS to Inactive.
There is no history kept for benefit rates or employee elections.