Copying a benefit plan

To create a new insurance or savings benefit plan from an existing plan:

  1. Select Setup > Codes > Employees > Benefits > Insurance Plans or Setup > Codes > Employees > Benefits > Savings Plans.
  2. On the Benefit Insurance Plans or Benefit Savings Plans page for Employer, select either Enterprise or a specific employer.

  3. The table on the Benefit Insurance Plans or Benefit Savings Plans page shows the plans that are already set up.

    Select the plan you want to copy for the new plan and click More.

  4. On the Benefit Insurance Plans Detail or Benefit Savings Plans Detail page, click Copy Plan.

  5. On the Copy Plan page:

    1. For Code, type the code you want to use to uniquely identify the new benefit plan.

      Note: Do not use special characters for the code, such as single quote ( ' ), percentage sign ( % ), or underscore ( _ ).

    2. For Description, type a longer description for the plan. This description appears as a selection on the employee'sInsurance Benefits page or Savings Benefits page and prints on benefit statement reports (such as the Benefit Enrollment by Plan and Benefit Premium Totals by Plan reports).

  6. If you want to Automatically enroll employees (and dependents) from the copied plan into the new plan, select Yes. Only employees (and dependents) with enrollment dates that fall within or beyond (or are not defined) the new plan effective dates will be copied.

    Otherwise, select No to copy the plan details only. Employees can then enroll in the new plan per your open enrollment procedures.

    Warning! If you copy employees (and dependents) to the new plan, it is critical that you review the employees copied to the new plan to ensure the enrollment dates are correct.

  7. If you selected Yes in step 6, enter the following information:
    • Old Plan Expires On (Date). Enter a date to expire the plan you copied. Note that the enrollment end dates will be updated to this date for all employees and dependents enrolled in the old plan.
    • New Plan is in Effect From/To (Dates). Enter the effective dates for the new plan. Note that any employees and dependents copied into this plan will be added with these enrollment dates—you must review these dates for accuracy. Use the Benefit Enrollment by Plan report to review this information.
  8. Click OK to save the new plan.

    9. Note: If you use Sage HRMS Payroll and copy a plan, the new plan will not be linked to a deduction or earning even if the original plan was linked to one.