Rollover Mappings Overview

For Open Enrollments where employees should be processed into the elections they had previously instead of Waive, administrators will need to create a rollover mapping to give employees their correct elections. 

  • From the menu, expand Settings and click Benefit Management.

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  • While there, click Rollover Mappings from the top menu.

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Adding New Rollover Mapping

Tips

  • Processing a Rollover Mapping: Once you add a Rollover Mapping below, you can process the rollover from the Plan Utilities toolbar option (via the Create Benefit Records Utility option).
  • To Review a Rollover Mapping once built: Always review an existing mapping by selecting the "Print" option on the rollover mapping screen. 
    • Menu > Settings  >Benefit Management > Rollover Mappings > Print 
    • Do not go back into the rollover mapping to view 
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