Set Up Open Enrollment Insurance Plans

The steps below enable you to add a plan for open enrollment.

1. Click Add to open the Select Current Benefit Plans two-list chooser. The Available column lists active benefit insurance plans that have not yet been made available for open enrollment. Note that if the plan does not have an Effective From and Effective To date (entered on the General tab of the Benefit Insurance Plans Detail page), the plan will not display in this list.
2. Double-click the plans you want for open enrollment.
3. Click OK when you're finished selecting. Sage HRMS saves the selected benefit plans and their associated rate tables so they will now be available for open enrollment in Sage ESS.

   Notes:

   • If a benefit plan set up at an employer level, it will be saved as an open enrollment benefit plan at the same employer level. Similarly, if it was set up at the enterprise level, it will be saved at the enterprise level.
   • If you are adding a benefit plan that uses the same rate table that a current open enrollment plan uses, the program will not save the plan and a message will display. In this case, you must assign a unique rate table to the plan before you can add it.

4. Review the plans and verify that their Effective From and Effective To dates are correct. If you need to change a plan's code, description, benefit type, employee contribution frequency, COBRA continuation or plan effective dates, go to the Benefit Insurance Plans Detail page and make the necessary changes. After making changes, return to this Enrollment Insurance Plans page and start at step 1 to add the plan.

The steps below enable you to delete a plan that is not available for open enrollment.

Important! You should never delete an insurance plan if it is currently being used in an open enrollment that has not yet been transferred to Sage HRMS.

1. Select the plan and click Delete. A message displays reminding you that the plan and associated rate tables will be deleted. It is important to note that if the open enrollment period for the plan is currently in progress and employees have already made selections, the program will delete all employee selections.
2. Click OK to delete the plan and associated rate tables. Otherwise, click Cancel.

The steps below enable you to edit plan amounts only if the amounts do not use a rate table. If a plan uses a rate table and you need to change the rates for the new plan year, use the Open Enrollment Rate Table Setup page to adjust rate table values.

1. Select the plan and click More... to open the plan amounts page.
2. Change the following plan amounts as necessary.
1. Coverage Amount
2. Dependent Coverage Amount
3. Employee Contribution
4. Employee Premium
5. Dependent Premium
6. Other Calculated Amount

If you use an expression for the plan amounts above, Sage ESS can only support benefit calculation expressions that reference records from the following tables:

Table Name	Table	Alias
Benefit Plan Set Up	HBePlan	BT
Employee Benefit Plan	HBene	BE
Employee Personnel	HRPersnl	PE
Dependent Benefits	HDepben	DB
Employee Dependents	HDepend	DE

3. Click OK.