Set Up Open Enrollment Rate Tables

This information applies only if you are using Sage Employee Self Service.

This step enables you to update open enrollment plan rates for a new benefit plan year. You can update plan amounts for any rate table associated with an insurance or savings plan selected for open enrollment.

Before you can update an open enrollment rate table, make sure you have added the plan that uses the specific rate table. Refer to Setting Up Open Enrollment Insurance Plans and Setting Up Open Enrollment Savings Plans for detailed instructions.

Important! You should never edit or remove a rate table if it is currently being used in open enrollment or for an enrollment that has not yet been transferred to Sage HRMS.

To Update Plan Rates

Select Setup > Employees > Open Enrollment > Rate Table Setup. The Open Enrollment Rate Table Setup page opens for the enterprise and lists all rate tables that are associated with the insurance and savings plans you selected for open enrollment.
Select the rate table and click More... to open the Rate Table Detail page.
Change rate amounts as appropriate for the new plan year. Note that you can only change rate amounts on this page.
- If you need to make other changes to the rate table (such as adding rows or columns), you must set up a new benefit plan that uses the correct rate table and then add the plan as an open enrollment benefit plan.
- Remember that each rate table you associate with a benefit plan must be unique. That is, more than one benefit plan cannot use the same rate table.
Click OK when you're finished.