Benefit Settings Tab
Use the fields and options to set up the benefit-related settings.
Current Plan Year
| Field | Description |
|---|---|
| Plan Year End Date |
Enter, or click
Note: This field is enabled and required if you are using the Life Events/New Hires module in ESS 3.0 or later.
Use this group box to specify the current and new Flexible Spending Account (FSA)/Health Savings Account (HSA) plan years. |
| FSA/HSA Year |
Enter the current four-digit FSA/HSA year to be used in the Benefit election screens in ESS. The current FSA/HSA year (that is, the current plan year for the taxable entity) must already be established on the Manage Medical Care FSA Plan Year and Manage Dependent Care FSA Plan Year, or Manage HSA Plan Year screens. The Current FSA/HSA Year cannot be the same as or later than the New FSA/HSA Year. |
| FSA/HSA year includes check date for final pay period |
Select this checkbox if the check date for the final pay period of the current FSA/HSA year falls within the current FSA/HSA year. |
to select, the date on which coverage ends for any benefit elections made through a Life Event's user flow. You must enter information into this field in MM/DD/YYYY format.
1095-Cs
| Field | Description |
|---|---|
| Allow employees to download and email 1095-Cs in portrait format |
Select this checkbox to allow employees to download and/or email their copies of Form 1095-C in portrait format from the 1095-Cs screen. |
| Truncate Payee Identification Numbers (Employer and Employee) |
Select this checkbox if the Employer Identification Number (EIN) and Employee's Social Security Number (SSN) should be truncated on the printed 1095-C. |
Open Enrollment
Use this group box to specify the open enrollment benefit year, plan year period, new FSA/HSA year, and enrollment start/end dates.
| Field | Description |
|---|---|
| Benefit Year |
Enter, or click
|
| Plan Year Start Date |
Enter, or click
|
| Plan Year End Date |
Enter, or click
|
| FSA/HSA Year |
Enter the four-digit new FSA/HSA year to be used in the Benefit election screens in ESS. The new FSA/HSA year (that is, the plan year that is updated with employees' most recent changes) must already be established in the Manage Medical Care FSA Plan Year and Manage Dependent Care FSA Plan Year screens, or Manage HSA Plan Year screens. The New FSA/HSA Year cannot be the same as or earlier than the Current FSA/HSA Year. |
| Enrollment Start (MM/DD) |
Enter the numeric month and day for the Benefits open enrollment start date to be used in the Benefits screens in ESS. The Benefits open enrollment Start Date cannot be later than the Benefits open enrollment End Date. |
| Enrollment End (MM/DD) |
Enter the numeric month and day for the Benefits open enrollment end date to be used in the Benefits screens in ESS. The Benefits open enrollment End Date cannot be earlier than the Benefits open enrollment Start Date. |
to select, the benefit year to be used in the Benefits Enrollment screens in ESS. This value is established on the Manage Benefit Years by Taxable Entity screen.