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This page used to select a plan type in which you want to enroll.
The “Enroll in Disability Plan” page appears.
The system displays the following.
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Date format |
The date format of the previous page. |
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SSN |
The social security number of the employee. |
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Employee |
The employee code and name. |
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Plan Category |
The category name to which the plan belongs. |
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Plan Type |
The description of the selected plan type. |
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Plan Code |
The code of the plan selected in the previous page. |
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Plan |
The description of the plan. |
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Premium Frequency |
The frequency at which the employee and /or Employer contributes to the plan. |
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Currency |
The currency in which the employee pays the premium amount. |
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Disability Type |
The type of disability namely long term or short term. |
Enter or select the following to enroll an employee in a plan. If details are entered previously the system will display with the latest selected/ entered value. You can modify any or all the fields.
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Event |
The drop-down list box will display with “ New Enrollment” if you have entered the page for the first time. If the enrollment has been made earlier, the system will display with “Select” as default value. The drop-down list box will display the following values: "Update", "Correct", "Delete", "Change in Dependent" and "Change in Beneficiary". |
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Coverage From Date |
The date from which the employee is covered under the plan. This is mandatory |
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Coverage To Date |
The date until which the employee is covered under the plan. |
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Coverage Level |
From the drop-down list box, select the coverage levels that are applicable to the employee in the plan. The system will display list of all the coverage levels that are applicable to the selected plan. The levels are defined in the “Create Benefit Plan” activity. |
Select the “Compute Premium” pushbutton to calculate the premium to be paid by the employee under the plan for self-coverage.
Enter the amount to be covered in the “In Amount” column.
The system displays the following details of the selected plan defined in the “Create Benefit Plan” activity. These details will get displayed only if you have selected the “Coverage Details” option in the “Coverage Level” drop-down list box for the plan.
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Minimum |
The minimum amount to be paid for enrolling under a plan. |
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Maximum |
The maximum amount allowed for enrolling under a plan |
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Incremental Steps |
The percentage increase in the amount of contribution. |
Enter the amount to be covered under the selected plan. You can enter either in “Amount” or in “Percentage” in the “Self Coverage” field.
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Self Coverage |
The value to be covered under the plan.
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The system will display the amount to be paid by the employee in the “Contribution” column” of the “Self Coverage” group box.
You can enter opinions, comments and other details if any, in the “Remarks” field.
You can also view these details, if they were entered previously select the book icon. The system displays a pop up dialogue box containing the content that has been entered previously.
Select “Ok “ pushbutton.
Select the “Save new Enrollment” pushbutton to enroll in the plan.
If the details are entered previously, the system will display these details at the launch of the page. You can make necessary changes.
Select the “Save Amendments” pushbutton to save the modified details.
To delete enrollment from a plan
Select the “Delete Enrollment” pushbutton to delete enrollment from the plan.
To delete enrollment from a plan