Plan Template/Type Cheat Sheet
Use our cheat sheet / guide below to help you import plan enrollments correctly the first time!
When do I use Basic?
Medical (Issue & Non-Age Age Policy)
Critical Illness (Composite)
When do I use EAP?
When do I use HSA?
Healthcare Savings Account
When do I use HRA?
Healthcare Reimbursement Account
When do I use Cafeteria?
Dependent Care FSA
Limited Purpose FSA
When do I use Group Life / AD&D?
Life & AD&D
When do I use Group Disability?
Short Term Disability
Long Term Disability
When do I use Voluntary Life/AD&D/Critical Illness?
Voluntary Life (Non-Issue Age Policy)
Voluntary AD&D (Non-Issue Age Policy)
Voluntary Life & AD&D (Non-Issue Age Policy)
Critical Illness (Life Insurance) (Non-Issue Age Policy)
When do I use Voluntary Disability?
Voluntary Short Term Disability
Voluntary Long Term Disability
When do I use Universal?
When do I use Supplemental Communication Only?
529 College Savings Program
Critical Illness (Communication)
Supplemental Retirement Plan
Plan Enrollments That Can't Be Imported
Life Insurance w/ dependents (Basic Group Model)
Voluntary Life models - pending benefit amounts (over GI for EOI approval). Import only approved benefit amounts, then use the employee's Modify Current Enrollments link to request the remaining, pending amount over the GI and save the enrollment page.
Voluntary Life models - (age) reduced benefit amounts. Import original, requested benefit amounts, then use the employee's Modify Current Enrollments link to resave the election and apply the proper age reduction rules.