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.
Contents
| Field | Description |
|---|---|
| Provider |
Enter, or click
|
| System Benefit Type |
From the drop-down list, select the type of system benefit. These codes are used by various benefits reports. Valid options are:
|
| User Benefit Type |
Enter, or click
|
| Plan Information URL |
Enter the Web location for information about this benefit plan for Employee Self Service exactly as you would type it in a Web browser (for example, "http://www.websitename.com". Employee Self Service is an add-on product for Costpoint that allows employees to view their benefits information online. |
| Employer-Sponsored Self-Insured Health Plan |
Select this check box if the company assumes the financial risk for providing health care benefits to its employees. This is also referred to as a self-funded plan. In practical terms, self-insured employers pay for each out-of-pocket claim as they are incurred instead of paying a fixed premium to an insurance carrier, which is known as a fully-insured plan. |
| High Deductible Health Plan |
Select this check box to designate the health plan as a high deductible plan. Health Savings Accounts (HSA) are available only to employees who are enrolled in a high deductible plan. |
Plan Status
Use the selections in this group box to make this benefit plan active or inactive.
| Field | Description |
|---|---|
| Active |
Select this option to make the benefit plan active. |
| Inactive |
Select this option to make the benefit plan inactive. |
ESS Visibility
| Field | Description |
|---|---|
| Exclude from Current Elections |
Select this check box to exclude the benefit plan from ESS Current Elections. |
| Exclude from Benefit Options |
Select this check box to exclude the benefit plan from ESS Benefit Options. |
to select, the code for the provider that is associated with this benefit plan. The provider is the company or agency that provides the insurance policy associated with this benefit plan. Costpoint validates this code against the Provider table, which is set up on the Manage Benefit Providers screen. The name of the provider displays in the field to the right.