Costpoint Help

Tabs of the Manage Benefits Plans Screen

The Manage Benefit Plans screen contains multiple tabs that allow you to enter enrollment/coverage rules, benefit plan details and eligibility rules.


Benefit Plan Details Tab

Use the Benefit Plan Details tab to define the insurance provider, system/user benefit types, status, and Employee Self Service (ESS) visibility options of the benefit plan.

Eligibility Rules Tab

Use the Eligibility Rules tab to define who is eligible for enrollment in this benefit plan based on the employee status on the Manage Employee Salary Information screen.

Enrollment Rules Tab

Use the Enrollment/Coverage Rules tab to define additional rules for this benefit plan.

Coverage/Premium Rules

Use the Coverage Detail subtask to enter additional information about this benefit plan.

EOI Rules Tab

Use this tab on the Manage Benefit Plans screen to define rules if the plan requires Evidence of Insurability (EO).

Offboarding Rules Tab

Specify whether this benefit plan should be included when you run the Offboard Employees process.


Parent Topic:

Manage Benefit Plans