Product Update - Policies Page and Benefits

We are excited to announce a few enhancements to our Benefits Administration feature. These enhancements focus on the concept of benefits eligibility.

Benefit packages will be a new approach available to address which plans an employee is eligible for. Benefit packages can be set up within the software, and then plans can be assigned to one or more benefit packages. Once a benefits package is set up and plans are assigned to the package, employees can then be assigned to the benefits package. An employee will be considered eligible for a plan if the plan is assigned to the employee’s designated benefit package, or if the employee is marked as individually eligible for the plan.  

Benefit packages can be set up under the Benefits > Packages page or on the Eligibility page of the plan setup process. 

Additionally, as mentioned in a separate alert, we will be renaming the current Employee > Policies page and expanding the page to include additional employee information. The page will now be called “Benefit Eligibility”.  

In addition to the time off policy information which already shows on the page, you will also see a section called “Benefits”. This section will allow you to specify whether an employee is eligible to receive benefits and assign additional benefit eligibility information:
•    Benefits Eligible? – Specify whether the employee is eligible for benefits. This will default to ‘yes’.
•    Benefit Eligibility Date – Specify what date the employee is eligible for benefits. If left blank and the employee is marked as ‘yes’ eligible for benefits, the software will assume the employee is eligible for benefits currently.
•    Benefit Package – If applicable, assign the employee to a benefit package. At open enrollment and for life events, which plans the employee will be eligible for will be based on which plans the employee is marked individually eligible for and which plans are included in the benefit packages the employee is assigned to.
•    Tobacco User? – Specify whether the employee is a tobacco user. The employee will be able to edit or add this information during their enrollment process as well.

The new benefit fields on the Benefit Eligibility page will be available for customized and change history reporting. Additionally, the Benefit Package will be a field available to populate through our Global Changes feature.

Currently, you will notice our software has a field where you can input an eligibility date. With this release, you will see a new field called 'Benefit Eligibility Date'. If you are currently using the 'Eligibility Date' to note when your employees are eligible for benefits, we recommend transferring that information to the new "Benefit Eligibility Date' field. If you’re using that field for anything other than a Benefit Eligibility Date, feel free to continue doing so. 

If you have any questions about these enhancements please feel free to reach out to our Client Solutions team.

Phone: 616.248.3835