Self Service Toolkit - Create Rollover Mapping

By default, when benefit records are created for a new Benefit Package, employees are assigned to a default coverage level. This configurable coverage level is typically a waiver or guaranteed issue coverage level.

When creating a new Benefit Package, it may be desirable to map employee coverages from one Benefit Year to the next so that employees automatically maintain their existing levels of coverage. This mapping exercise is accomplished through the creation of a Rollover Mapping within the system.

The creation of a Rollover Mapping is, therefore, optional within the system. if you would like to configure the system such that employee will not lose coverage if they do not complete an enrollment for the upcoming year, a Rollover Mapping will be required.

To create a Rollover Mapping, complete the following steps:

  • Navigate to Settings > Benefit Management
  • Click the Rollover Mappings link in the toolbar.
  • Click Add New Rollover Mapping link.
  • Follow the steps of the Wizard to create a Rollover Mapping
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