How to Manually Adjust Benefit Plans
Purpose
This document outlines the process of how to Manually Adjust Employee Benefit Plans. Throughout this guide, we will cover how to Add New Benefits Plans, End Date Existing Benefit Plans, as well as Delete Benefit Plans that may have been added erroneously.
Add New Employee Benefit Plan
- Log into your Elevated account and navigate from your menu to the Teams Tab > Benefits > Benefit Plans.
- Select Add New in the upper right hand corner of the screen.
- In the pop-up window that appears, please fill in the following information:
- Employee - Select the employee that you are adding a benefit plan to
- Effective From - Enter the Coverage Effective From date for this employee (i.e., when their coverage is starting)
- Effective To - You can optionally enter a Coverage Effective To date
- Please note that you are not required to enter this date if coverage is extended out to the end of the plan year. The system will auto-populate this once the plan has been added.
- Benefit Plan - Select the plan you would like to add to the employee (you can type the plan name into the search bar or select the lookup icon to look through available plans)
- Once you've added the plan information, select to Save the plan
End Date Benefit Plan
- In the same Benefit Plan report mentioned above, click the box next to the plan you would like to End Date, then select the Edit button in the upper right-hand corner of the screen.
- In the pop-up window that appears, enter in the end date you would like to use in the Deduction Effective To 1 / 2 / 3 fields as well as the Coverage Effective To field, then select to Save your changes.
Please Note: While your plans may not have multiple deduction codes assigned, it is best practice to enter the end date into all of these Effective To fields to ensure all deductions and coverage dates are ended appropriately.
Delete Benefit Plan
- If there is a circumstance where you need to delete an employee's benefit plan from their profile, navigate to the same Benefits Plan report mentioned above and click the Trash Can (Delete) icon on the line for the plan you would like to delete.
- A pop-up warning will appear asking if you are sure that you would like to remove the plan. Once you've selected the Delete button, the plan will be removed from the employee's account.
Alert: If you delete an employee's benefit plan, there is no way to recover that plan after the fact. Please be cognizant of this when deleting plans, and if you are unsure of the impact, reach out to your designated specialist for assistance.
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