Selecting a benefit program for editing
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Select “Edit Benefit Program” link from the left pane.
The “Select Benefit Plan To Edit” page appears.
The system displays the following.
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Date format |
The date format applicable to the login user. Tell me more. |
Enter or select the following
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Benefits Definition Unit |
From the drop-down list box select. Tell me more |
To select through Direct Entry
Use this method if you know the complete code of the program code.
Enter the code of the benefits program that must be edited, in the “Program Code” field.
Select the “Edit Benefit Program ” hyperlink.
The “Edit Benefit Program” page appears. All details of the selected record are displayed.
To edit the benefit program record refers to the topic “Editing Benefit Program Details”.
To select through Search Criteria
Use this method, if you know just a few characters of the benefit program code or the benefit program description. In the search criteria group box, specify the search criteria based on which the system will fetch the records.
To specify the search criteria, you must enter one or more characters that the benefit program code or description contain. Optionally, you can specify the “Effective From Date” and “Effective To Date” fields, to narrow your search. You can also specify the status of the benefit program. Search based on wild card characters is also supported.
Enter the following search criteria values, in some or all of the following fields.
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Program Code |
The unique code that identifies a benefit program. To view all the benefit program codes containing specific characters, type in the starting character or characters of these benefit program codes. |
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Alternatively, type in these characters in any combination with wild cards. Example: Benefit Program 1*, will search for those benefit program codes that start with benefit program 1. Other examples are *AM1 and B*N1. | |
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Program Short Description |
The description of the benefit program. To view all the benefit program descriptions containing specific characters type in the starting character or characters of the benefit program descriptions. |
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Alternatively, type in these characters in any combination with wild cards. Example: Exe*, will search for those benefit program descriptions that start with Exec. Other examples are *ec and Ex*c. | |
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Program Description |
The long description of the benefits program. To view all the benefit program descriptions containing specific characters type in the starting character or characters of the benefit program descriptions. |
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Alternatively, type in these characters in any combination with wild cards. Example: Exe*, will search for those benefit program descriptions that start with Exec. Other examples are *ec and Ex*c. | |
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Status |
From the drop-down list box select the status of the plan type. One among the following can be selected namely “Active”, “Pending” and “Inactive”. |
Use the fields below to specify dates to indicate the probable period for which the program is effective.
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Effective From Date |
The date on or after which the benefit program is in effect. For example, if you enter 09/16/01, the system fetches the records of all the benefit program that are effective from the specified date. |
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Effective To Date |
The date on or before which the benefit program is in effect. For example, if you enter 09/16/01, the system fetches the records of all the benefit program that will be in effect till the specified date. |
Note: To indicate the probable period for which the benefit program is effective, enter both the From and To dates. The system fetches the records of all the benefit program that are effective during the period.
Select the “Search” pushbutton to get the details.
Note: If only one search criteria value is entered, the system will fetch the records that satisfy this value. If more than one search criteria value is entered, the system will fetch the records satisfying all the specified values. If you do not enter any value in the search criteria group box and select the “Search” pushbutton, the system will fetch all the records that are benefits definitions t unit.
The system displays the following details in the multiline, for the records that satisfy the search criteria specified.
The system displays the following in the multiline.
Use this page to select a benefit program whose details are to be edited.
To select through Direct Entry
To select through search criteria