Viewing benefit plan details

Select the “View Benefit Plan” link.
The system displays the following.

Date format

The date format applicable to the login user.

The system also displays the following details.

Benefits Definition Unit	The benefits definition unit selected in the previous page.
Program	The description of the benefit program to which the plan is mapped.
Plan Type	The description of the plan type to which the plan is mapped.
Plan Code	The unique code that identifies a plan.
Plan Short Description	The short description of the selected plan.
Plan Description	The long description of the selected plan.
Savings Plan
Plan Category	The description of the plan category to which the plan is mapped. One among the following values is displayed namely “Savings", "Health", "Disability", "FSA" and "Life & AD/D".
Provider Code	The service provider code of the plan.
Policy No.	The policy number of the plan.
Effective From Date	The date from which the plan is effective.
Effective To Date	The date until which the plan is effective.
Amount / Credit
Currency	The currency in which the premium is paid.

To view the premium computation details

The system will display the following details in the “Premium Basis” group box. Premium basis is the criteria by which the premium amount is set.

Rule	The rule name based on which the premium is computed.
Rate table code	The unique code of the rate table based on which the premium is set.

To view waiting period details of the plan

In the Days/Month group box the system displays the following.

Waiting Period	The period for which a person has to wait to be eligible for enrolling in the selected plan.
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.

To view eligibility criteria of the plan

In the “Eligibility” group box, the eligibility code or rule name that has been mapped to the plan.

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

To view participation details of the plan

You can view the participation details for the plan in the multiline. Participation details involve specifying the period for which participation in the plan is available, the period for which the plan is open for enrollment and the type of enrollment.

Participation From Date	The date from which the employee can participate in the plan.
Participation To Date	The date until which the employee can participate in the plan.
Enrollment Type	The type of enrollment that is applicable for the plan By default the system will display with blank value. The drop-down list box displays two values namely, “Open Enrollment “ and “Unrestricted” You must select one among them.

If “Open Enrollment” option has been selected the dates during which the plan is open for enrollment are displayed.

Open From Date	The date from which the plan is open for enrollment.
Open To Date	The date until which the plan is open for enrollment.

If “Unrestricted” option is selected, the “Open From Date” and Open TO Date” fields will display the blank values.

View Contribution to Element Mapping

You can view the pay element to which the contributions of the plan are mapped.

Employee	The pay element to which employee contribution is to be mapped.
Employer	The pay element to which the employer contribution is to be mapped.

Apart from the above details, you must also view the various attributes that drive a plan.
The system displays the following.

Pre Closure of Enrollment Allowed	The system displays one of the two values “Yes” or “No”. “Yes” indicates that you can close the enrollment before the predefined date. No indicates that the enrollment in the plan cannot be closed before the defined date.
Premium Override Allowed	The system displays one of the two values “Yes” or “No”. “Yes” indicates that premium computed by the system can be overridden and you can specify the premium amount.
Life Event Driven Enrollment	The system displays one of the two values “Yes” or “No”. “Yes” indicates that the enrollment in the plan is driven by life events. Life events can be marriage, death, birth, etc.
Full Flex	“Yes” indicates that the plan is full flex enabled and “No indicates otherwise. Full flex is the option given to the employee to enroll in various plans that suits his needs based on various contributions given by the employer.
Pre-tax	“Yes” indicates that the premium of the plan is deducted from the salary before it is computed for tax.
Imputed Income	Imputed income is the coverage limit beyond which the premium paid is taxable to the employee. “Yes” indicates that the premium paid is dependent on the imputed income. “No” indicates that the premium paid is independent on imputed income.
Auto Enrollment	One among the following will be displayed namely “No”, “Only Auto enrollment”, “Auto/ Manual Enrollment.” “No” indicates that the auto enrollment is not applicable to the plan i.e., the employee can enroll in the plan only through manual enrollment. “Only Auto Enrollment” indicates that the employees are enrolled in the plans only through auto enrollment. “Auto/ Manual Enrollment” indicates that the employee can enroll in a plan both by auto enrollment and by manual enrollment.
Employees Self Service	One among the following will be displayed namely “No”, “With Authorization”, and “Without Authorization”. No” indicates the employee self-service option is not available for the plan. “With Authorization” indicates that the employees are enrolled in the plan only after the authorization of the enrollment is performed. “Without Authorization” option indicates that the employees can enroll directly through the employee self service option.
Option

To view mapping of various organization units

The system displays the following.

Applicable to	One of the three options will be displayed namely “All Org. Units”, “Login Org. Units” or “Selective Org. Units”. If you select
	“All Org. Units”, the benefit plan type is available to all organizational units of the group company.
	“Login Org. Units”, the benefit plan type record is mapped to the organizational unit to which the login user is attached.
	“Selective Org. Units”, the benefit plan type record is available only to specific organizational units.

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