Setting up election codes

Election codes are used to describe choices an employee can make for a particular benefit plan. Election codes are assigned to benefit plans during Benefit Elections Setup.

This election description is displayed on the employee's benefit page during enrollment.

The Election Codes page contains a table showing the following information about each of the benefit election codes:

The election code
The type of benefit plan associated with this code
The value associated with the election

Note: If election codes are in use by a current open enrollment or life event—or are used but not yet posted to Sage HRMS, changing them could invalidate enrollments in process or current enrollments not yet posted to Sage HRMS.

To add or change a benefit election code

On the Administrator menu, select Benefit Setup > Election Codes.
The table on the Election Codes page shows all election codes set up for your benefit plans.

On the Election Codes page, either:
- To add an election code, click New.
- To edit an election code, click (the Edit icon) in the row of the election code you want to change.
Note: If you want to delete an election code, click (the Delete icon) and confirm that you want to delete it. However, you cannot delete an election code that has one or more benefit elections assigned to it.

On the Election Codes detail page, enter or change information about the election code. Details...

Items on the detail page
Item	Description
Election	(Required) Type text (up to 30 characters) to clearly describe this election code. Examples of election codes: For a medical plan: Employee Only, Employee + Spouse, and Family. For employee life insurance: 1x Annual Salary, 2x Annual Salary, and 3x Annual Salary. For a retirement savings plan: My Contribution is 1%, My Contribution is 2%, and My Contribution is 3%.
Type	(Required) Select the type of benefit plan associated with this code Disability, Health, Life, Savings, FSA, or Other.
Value	If the employee can select from more than one coverage option, type a value to associate with this election code. Examples of election code values: For a life plan where an employee can choose 1x Annual Salary, 2x Annual Salary, or 3x Annual Salary, set up three election codes with values of 1 , 2, and 3 respectively. For a $100,000 supplemental life plan, type 100000 as the value.

Click Save.

Note: To cancel this addition or change, click Discard Changes (instead of Save) or click (the Back arrow) to the left of Election Codes (the page title).