Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Manage Benefit Plans

Use the Manage Benefit Plans screen to set up actual insurance benefits for your company and define rules for eligibility, coverage, and enrollment.

You can also use this screen to establish benefit cost and assign coverage options and deduction codes.

You must set up this screen before you can establish benefit packages or benefit package defaults. However, you can add to this table at any time, and you can establish an unlimited number of benefit plans.

This screen has three tabs:

  • Benefit Plan Details: Use this tab to define the insurance provider, system/user benefit type, status, and  Employee Self Service (ESS)visibility options of the benefit plan.
  • Eligibility Rules: Use this tab to define who is eligible for enrollment in this benefit plan.
  • Enrollment/Coverage Rules: Use this tab to define additional rules for this benefit plan.
  • EOI Rules: If the plan requires Evidence of Insurability (EOI), use this tab to define the rules.