Editing a benefit plan type

Date format

The date format applicable to the login user. More Details

Benefits Definition Unit	The benefits definition unit selected in the previous page.
Program	The description of the program mapped to the plan.
Plan Type code	The unique code identifying a plan type.
Plan Type Short Description	A short description of the plan type.

The following are the details displayed by the system. You can modify any or all the details.

Plan Type Description	A brief description of the plan type.
Plan Category	The plan category to which the plan type is mapped.
Status	The status of the plan type.
Effective From Date	The date from which the plan type is effective.
Effective To Date	The date till which the plan is type is effective.

To edit waiting period details of the plan type

In the waiting period group box the system displays the details entered earlier. You can modify any or all the details.

Waiting Period	The period for which a person has to wait to be eligible for enrolling in the selected plan type
Reference Period	Reference period is the condition based on which the waiting period is considered. One among the following is displayed namely “Hire Date”, “Retire Date”, “Confirmation Date”, “As On Date” etc. You can modify the same.

To edit eligibility criteria of the plan type

In the “Eligibility” group box, the eligibility code or rule name that has been mapped to the plan type is displayed. You can modify the same.

Eligibility Profile Code	The unique code that identifies an eligibility profile and is mapped to the plan type. This indicates that the employee has to satisfy the criteria defined in the specified eligibility profile to enroll in the plan type.
Primary Participant Eligibility Rule	The rule name that determines the eligibility of the primary participant for a plan type.
Dependent Eligibility Profile code	The code of the dependent eligibility profile that has been mapped to the plan type. This indicates that the employee has to satisfy the criteria defined in the specified eligibility profile to enroll in the plan type
Dependent Eligibility Rule	The rule name that determines the eligibility of the dependent eligibility for the selected plan type.

To edit mapping of various organization units

From the drop-down list box select the value that is applicable to the plan type. The drop-down list box displays the previously selected value.

Applicable to	Select one of the three options available in the drop-down list box: “All Org. Units”, “Login Org. Units” or “Selective Org. Units”. If you select
	“All Org. Units”, the benefit program will be made available to all organizational units of the group company.
	“Login Org. Units”, the benefit program record will be mapped to the organizational unit to which the login user is attached.
	“Selective Org. Units”, the benefit program record will be available only to specific organizational units.
	“Existing Mapped Org. Units” refers to maintaining the most recent mapping of the applicable organization units

Note: The actual mapping of the benefit program to the organizational units is carried out in a separate page called “Map Org. Units”.

You can enter opinions, comments and other details if any, in the “Comments” field.
Select the “Save” pushbutton to save the details entered.

To delete a plan

Page objective

Use this page to edit the details of a plan type

What you can do in this page