Enroll employees in cafeteria plan

This page used to calculate the contributions required for a coverage value to enroll in a plan. To view the total amount / credits availed for enrolling in various plans.

Select the “Enroll in Full Flex Plan” hyperlink from the left pane.
The “Enroll Employee for Full Flex” page appears.
The system displays the following.

Date format	The date format applicable to the login user. More Details.
Employee	The name of the employee.
SSN	The social security number of the employee.

Select the benefit year for which you have to enroll under various plans.

Compute Flexible Benefits	Check this box to compute flexible benefits in the plan.
Benefit Year	From the drop-down list box, select the benefit year for which you want to enroll for various plans.

Enter the date from which you want to be covered for various plans in the “Coverage From Date” field.

Coverage From Date

The date from which the employee is covered under the plans.

The system will display the following.

Yearly Flex Credit	The total number of credits for which you are eligible. These have been defined in the “Create Benefit Plan” activity. If it is defined, the system displays “[N.A.]”.
Yearly Flex Amount	The total amount for which you are eligible. These have been defined in the “Create Benefit Plan” activity. If it has not been defined, the system displays “[N.A.]”.

Select the “Get Plans” pushbutton. The system will display the list of all the plans for which you are eligible for the selected benefit year and the date from which you want to be covered.

Note: the system will display only those plans for which the full flex attribute is checked in the “Create Benefit Plan” activity.
The plan must have “Auto / Manual Enrollment “ option selected in the “Auto Enrollment” drop-down list box.
The waiting period of the plan is completed.
The status of the Plan is active
or if the plan status is inactive but enrollment has already been made.

The following details of various plans are displayed in the multiline.

Plan Category	The description of the plan category.
Plan	The description of the plan.
Coverage Level	The coverage level option selected in the “Create Benefit Plan” activity.

If you have enrolled earlier, the system will display the following details in the multiline. Otherwise the system will display with a blank value.

Employee Contribution	The amount paid by the employee for the corresponding plan.
Employer Contribution	The amount paid by the employer for the corresponding plan.
Pre Tax	The employee/ employer contribution before tax. This value will be displayed only if the “Pre Tax “ box is checked in the “Create Benefit Plan” activity.
Post Tax	The employee/ employer contribution after tax. This value will be displayed only if the “Pre Tax “ box is not checked in the “Create Benefit Plan” activity.
Credits	The number of credits available for the plan.
Status	The status of the plan. The system will display “Enrolled” to indicate that the employee has enrolled in the plan. . Otherwise the system will display with a blank value.

To view the plan contributions

For the selected benefit year and coverage date, the system will display the plans for which you are eligible in the multiline.
You must enter the coverage value and find the contribution required to enroll in the plan.
You have to enter in one of the following fields of the multiline.

Coverage Amount	The amount to be covered under the plan.
X Pay	The number of times of your pay to be covered by the plan.

Select the plans for which you would like to enroll by checking in the “Select” column of the multiline beside the record.
Select the “Display Contribution” pushbutton to display the details. The system will display the details like the employer contribution, employee contribution; if the contributions are pre tax or post tax, number of credits that can be availed, etc. in the multiline.

To display availment summary

Select the plans for which you would like to enroll by checking beside the record in the “Select” column of the multiline.
Select the “Show Summary” pushbutton to get the details of the total amount availed and or total credits availed if you enroll for the selected plans.
The system displays the following details in the “Availment Summary” group box.

Pre Tax	The contribution before tax.
Post Tax	The contribution after tax.
Total Availed Amount	The total amount availed for enrolling in various plans.
Total Availed (Credit)	The number of credits availed.
Credits Un availed	The number of credits yet to be availed.

In this page, you can calculate the contributions required for a coverage value to enroll in a plan. Note that the actual enrollment is made in the respective link pages.

To proceed

Select the “Enroll in Health Plan” hyperlink to go to the Enroll in Health Plan” page.
Select the “Enroll in Life and AD \ D Plan” hyperlink to go to the “Enroll in a Life and AD| D Plan.
Select the “Enroll in Disability Plan” hyperlink to go to the “Enroll in a Disability Plan”.
Select the “Enroll in FSA Plan” hyperlink to go to the “Enroll in a FSA plan.”
Select the “Enroll in Savings Plan” hyperlink to go to the Enroll in a Savings Plan”.

What you can do in this page

To view the plan contributions

To display availment summary