Create Benefit Package: Step 2 - Plan Configuration: Step 2.2 - Coverage Levels

Coverage levels, in basic terms, are the election choices an administrator is giving to employees.

For example:

  • For Medical or Dental benefits, these will be employee-only or possibly employee + spouse.
  • For supplemental life benefits, the coverages maybe $10,000 or $120,000.

The Coverage Levels for your plans can be edited and read in any manner the administrator decides.

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By entering the coverage options name, the administrator may edit the name of each coverage option.

The 'Coverage Level' tab provides columns for:

  • Coverage Level - The name of your coverage level. 
  • Default Coverage Level -  The default coverage level for a plan.
  • Display Order
  • Coverage Level Rank
  • Flat Benefit Amount
  • Compensation Multipliers
  • # Employees Enrolled

Actions

The Actions drop-down menu allows you to:

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  • Add Coverage Level
  • Duplicate Selected Records
  • Delete Selected Records

Adding a Coverage Level

  • Click Add Coverage Level from the Actions drop-down menu.

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  • Enter the name, coverage codes, deduction codes, etc.

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    • For benefit coverage options where dependents are needed, you will need to edit the coverage option and ensure the correct number of dependents are available for selection. A spouse can be required or included in the count for each option. Employees can also be eligible with more than the required number of dependents or not.
    • If the Coverage should split its value between a Pre Tax and Post Tax amount, check the box "Use separate deduction code to report a Post Tax Split". This will present the "Deduction Code (Post Tax Split) field for the assignment. Be sure to assign the value to a different value than your Deduction Code in order to split the Pre and Post Tax values of the employee's election.
    • When assigned values from Setup > Setup Properties > Field Value Setup > Deductions, the Deduction Code and Deduction Code (Post Tax Split) will save a Deduction Record to the Employee > Payroll > Deductions screen following any Add or Update to an Employee's Election. 

 Next Article

The next article is Step 2.3 - Premium

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