Note: This information applies only if you are using Sage Employee Self Service.
If you need 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. See Selecting open enrollment insurance plans and Selecting open enrollment savings plans .
Important! You should never edit a rate table if it is currently being used in an open enrollment that has not yet been transferred to Sage HRMS.
To update plan rates:
- Select Setup > Codes > Employees > Open Enrollment > Rate Table Setup.
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The table on the Open Enrollment Rate Table Setup page shows the rate tables that are associated with the insurance and savings plans you selected for open enrollment.
Select the rate table you want to edit and click .
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On the Rate Table Detail page, make the changes to the rate table amounts for the new plan year.
Notes:
- 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 you cannot have more than one benefit plan reference the same rate table.
- Click to save your changes and return to the Open Enrollment Rate Table Setup page.