Selecting open enrollment savings plans

1. Select Setup > Codes > Employees > Open Enrollment > Savings Plans.

2. The table on the Enrollment Savings Plans page shows the savings plans that are already selected for open enrollment.

   Click Add to add other plans.

3. On the Select Current Benefit Plans page:

   1. In the Available column, select the plan you want to add.

      Note: This column lists active benefit savings plans not yet selected for open enrollment. If a plan does not have an Effective From and Effective To date (entered on the General tab of the Benefit Savings Plans Detail page), the plan does not display in this list.

   2. Double-click the plan or click Select > to add it to the Selected list on the right.

4. When finished, click OK.

   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 is 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.

5. On the Enrollment Savings Plans page, review the plans and verify that their Effective From and Effective To dates are correct.

   Note: If you need to change a plan's code, description, benefit type, employee contribution frequency, COBRA continuation, or plan effective dates, go to the plan's Benefit Savings Plans Detail page and make the necessary changes. Then, repeat these steps to add the plan.

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

1. Select Setup > Codes > Employees > Open Enrollment > Savings Plans.

2. The table on the Enrollment Savings Plans page shows the savings plans that are selected for open enrollment.

   Select the plan you want to remove and click Delete.

3. A message displays reminding you that the plan and associated rate tables will be deleted. 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. If you still want to delete the plan and associated rate tables, click OK. Otherwise, click Cancel.

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

Use these steps 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 Setup > Codes > Employees > Open Enrollment > Savings Plans.

2. The table on the Enrollment Savings Plans page shows the savings plans that are selected for open enrollment.

   Select the plan you want to edit and click More.

3. On the Enrollment Savings Plans Detail page, make changes to the plan, such as the Employer Contribution Type and the Employer Contribution.

   Note: If you use an expression for the Employer Contribution, Sage ESS can only support benefit calculation expressions that reference records in 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

4. Click OK to save the changes and return to the Enrollment Savings Plans page.