INS: Assigning Benefit Packages

Overview

With INS:Package Assignments, you can assign different Benefit Templates or packages, based on several different filter criteria, such as:

  • Tier
  • Primary Job Number
  • Locations
  • Company

You can set up a single filter or you can set up several filters to work together. You can use Package Assignments to assign benefits to an employee when you have multiple benefit offerings and an employee's eligibility is based on various criteria.

Example:  You might set up a package assignment for the all of the Midwest Region, or for employees in the Midwest Region whose primary job number is 10002. Or, you might set up one package assignment for employees who belong to Union A, and a different package assignment for employees who belong to Union B. You may assign a different package to new hires than you assign to other classes of employees.

The following packages are date sensitive:

  1. Open Enrollment Package
  2. New Hire/Life Event package
  3. Current Package
  1. The “Open Enrollment package” has both the Effective Date and the Stability Start Date in the future. An employee will be able to enroll as long they are enrolling within the enrollment dates in INS:Defaults OR before Online Enrollment End Date on the employee's BBE record.
  2. The “New Hire/“Life Event” package will have an Effective Date in the past, but a Stability Start Date in the future. The employee will be able to enroll until the Stability Start Date or until Online Enrollment End Date in the employee's BBE record. The INS:Defaults dates do NOT affect this package.
  3. The “Current” package has both the Effective Date and Stability Start date in the past. An administrator can open up a current package for changes by simply entering in a future date in 'Online Enrollment End Date' on the employee's BBE record.

On the INS:Defaults screen: Online Enrollment Start and End dates only apply to the Open Enrollment package. They don't apply on a New Hire/Life Event package. An employee can enroll in a New Hire/Life Event package OUTSIDE of those dates.

Note:  Effective Date is located on the 'Benefits' tab in INS: Benefits By Employee. Stability Start Date is located on the 'Eligibility Testing' tab in INS: Benefits By Employee.

  1. In the Insurance Benefits module Package Assignment screen, in the Description box, type a description for the package assignment. The system automatically assigns a unique identification number that appears in the ID box, and the Active check box is selected by default.
  2. (optional) In the Priority box, type a number that specifies the order in which a package assigned should the employee qualify for multiple package assignments.
  3. (optional) In the Notes field, type information for your own use. The system does not use the information in this field.
  4. On the Package tab in the Effective Date box, type the date on which you want the benefits package to be effective. The package cannot be effective more than 31 days prior to the present date.

You can either use an existing template as is or you can modify a template to set up the benefits package to use when you create a package assignment.

To set up a package assignment by using an existing template

  1. Set up the package assignment general options.
  2. In the Template box, select the existing benefit template that you want to use for the package assignment.

To set up a package assignment by importing and modifying a template

  1. Set up the package assignment general options.
  2. Place your cursor in the Template box. The Template to Import list, As of Date box, and Import Template Details button appear.
  3. In the Template to Import list, select the benefit template that includes the benefits packages you want to import and modify.
  4. In the As of Date box, select the effective date (or any date thereafter until a new package went into effect) of the benefits packages from the benefit template that were in place and include the details you want to use for modification.
  5. Click the Import Template Details button. The details of the benefits package automatically populate the Package Details grid.
  6. In the Package Details grid, change the benefit class, benefit offering, pricing, and eligibility as necessary.

You can use filters to specify the tiers, jobs, locations, and companies to which you want to assign the benefits packages you set up on the INS: Package Assignments screen. You can use a single filter, or you can use filters in conjunction with each other.

To select filter criteria by tier

  1. On the Filters tab in the Job area, select Pick. The job filter options appear.
  2. In the Tier list select the tier to which you want to assign the benefits package.

To select filter criteria by job number

  1. On the Filters tab in the Job area, select Pick. The job filter options appear.
  2. In the Job Numbers grid Job Number box, enter the job number for which you either want to include or exclude for the the package assignment. In the Option box, select either Include or Exclude.

To select filter criteria by location

  1. On the Filters tab in the Locations area, select Pick From List. The locations that you have set up in WinTeam appear.
  2. Select the check box next to each location for which you want the package assignment to apply.

To select filter criteria by company

  1. On the Filters tab in the Companies area, select Pick From List. The companies that you have set up in WinTeam appear.
  2. Select the check box next to each company for which you want the package assignment to apply.