Self Service Toolkit - Create New Benefits Package from Existing Package

The first step in configuring your system for a new Benefit Year is to create a new Benefit Package for the new benefit year. The quickest way to do this is to duplicate the structure of the Benefit Package for your current benefit year.

  • Navigate to Settings > Benefit Management
  • Select the Benefit Package that represents your current benefit year (e.g., 20xx Benefits Package)
  • Select Duplicate Selected Records in the Actions drop-down.
  • Click on the name of the newly created Benefit Package
  • On the tab Step 1 - Configure Package Properties update the following fields:
    • Name
    • Start Date—should reflect start date of new Benefit Year
    • End Date—should reflect end date of new Benefit Year
    • DOB Effective Date
  • Update any other relevant fields
  • Click Save.
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