Costpoint Online Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

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 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.

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.

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 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.

Plan Year Start Date

Enter, or click to select, the plan year start date to be used in the Benefits screens in ESS. This date cannot be the same as or later than the Plan Year End Date.

Plan Year End Date

Enter, or click to select, the plan year start date to be used in the Benefits screens in ESS. This date cannot be the same as or earlier than the Plan Year Start Date.

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.