Benefits Master

This page consists of four tabs:

4 Carrier (Provider) Information

4 Dependent Coverage Options

4 Plan Types

4 Parameters

Tab: Carrier (Provider) Information

Enter the following details in the “Carrier Information” multiline.

Carrier Name	The name of the carrier or the provider.
Address	The address of the carrier.
City	From the dropdown, select the city where the carrier is located.
State	From the dropdown, select the state where the carrier is located.
Country	From the dropdown, select the country where the carrier is located.
Zip	The zip code of the place.
Phone	The phone number of the carrier.
Mobile	The mobile number of the carrier.
Email	The email ID of the carrier.
Website	The official website of the carrier.

Click “Submit” button to save the carrier details.

Tab: Dependent Coverage Options

Enter the following details in the “Coverage Details” multiline.

Coverage Level Code	The code that identifies the coverage level.
Coverage Level Description	The description of the coverage level. For Ex: “Employee”, “Employee + Spouse” and “Employee + Spouse + Children”.
Max. No. Of Dependents	The maximum number of dependents allowed in the coverage level.
Max. Child Age	The maximum child age covered in the plan. Note: If Maximum Child Age is not entered, the system defaults the maximum child age as 26.
Relationship Settings	The relationship settings of the coverage level. Click icon on any row to view the relationships which are eligible in that coverage level.

The system displays the corresponding “Relationship Details” multiline.

Relationship	The relationship that is eligible under the coverage level.
No Of Dependent	The number of dependents eligible in the specific relationship. Ex: If two children are eligible, key in 2 against child.
Applicable	Select the check box to indicate that the dependents are eligible under the plan.

Click “Submit” button to save the relationships applicable.

Tab: Plan Types

Enter the following details in the “Plan Types” multiline.

Plan Category	From the dropdown, select the category to which the plan is mapped. The dropdown displays the predefined plan categories “Health", "Insurance", "Flexible Spending", "Savings" and “Health Savings”.
Plan Types	The description of the selected plan type.

Click “Submit” button to save the plan type details.

Tab: Parameters

Enter the following details.

Parameter Type

This is a user configurable group which helps to group a set of employees with common work conditions or attributes. The dropdown has predefined values like “Age Group", "Employee Group", "Salary Group", and “Service Group”. The purpose of this group is to define common premium rates, coverage amounts and limits. Example – A particular health plan has different premium rates for Union employees – we could have a Union group and define the premiums for that group.

If the Parameter Type is “Age Group”, “Salary Group” and “Service Group”,

Enter the following details in the multiline.

Group Name

The name of the benefit group. User could give any name to the group which could be easy for administration. Example – Highly Compensated Group with a Salary range. FLSA Exempt Group, Non Exempt Group

From & To

The group range can be given in From and To. For Example: If there are some benefits applicable for employees who are above 50 years of age, you could create a Age Group called “Above 50 years” and give the from and to age range

Similarly any Salary group can be created with the salary range From and To.

Service group can be created with a service From and To range.

If the Parameter Type is “Employee Group”,

Enter the following details in the multiline.

Group Name	The name of the benefit group. Employee group is a combination of multiple attributes like Org Unit, location, gender, FLSA status, Tobacco user etc
Org Unit	From the dropdown, select the organization unit applicable.
Work Location	From the dropdown, select the work location applicable.
Grade Set	From the dropdown, select the Grade set applicable.
Gender	From the dropdown, select the gender applicable.
Union	From the dropdown, select the union of the employee.
Employee Type	From the dropdown, select the employee type applicable.
Benefit Group	From the dropdown, select the benefit group if there is any specific benefit group in the organization.
FLSA	From the dropdown, select an option to specify whether FLSA Exempt or Non Exempt
Tobacco User	From the dropdown, select “Yes” and “No”.

Click “Submit” button to save the details.

Note: All dropdowns have option “All”. System defaults ‘All’ if there is no specific attribute required.