Professional Documents
Culture Documents
Participant Profile
Go to navigator click on Plan Configuration (under Benefits Administration)
Click on personal and then click on personal type and then click on create (+)
Click on create and enter details (select person type as employee) then click on save
Click on employment and then click on legal entities then click on create
Select Legal employer then click on save
Go to task then click on Manage Benefit Life Event (under Manage Life Event)
Click on Life event then click on create
Click on create
Enter required details then click on save and close
Options: Avalon_New_NewHire_Option
Enter required details then click on select and add (under Plan type for option )
Select Plan type name then click on ok
Basic Details:
Enter Basic Details in Create Plan Basic Details window and click on save
Then click on Year periods in Availability (In Create Plan Basic Details window) then click on
select and add
A pop window will display then select required years and click on ok then click on save
Click on legal entities in availability
Click on select and add then a pop window will display then select Legal Employer then click
on ok
Click on save
Click on select and add in option then a pop box will display enter required details then click
on ok
Click on save
Additional Configurations:
Click on participation (In Avalon_New_MedicalPlan: Further Details ) then click on Action then
select create
Enter required details in participation Eligibility then click on save
Click on select and add in Eligibility Profile
A pop window will display then enter details (select Eligibility Profile name which is create in
previous steps )and click on ok
Click on save
Click on Life Event (In Avalon_New_MedicalPlan: Further Details) then click on Add Life Event
Enter details
click on save
Click on Avalon_New_NewHire_Option (it is plan or option type name) in Plan and Option Eligibulity
Click on Add Life Event (In Avalon_New_NewHire_ Option : Further details)
A pop window will display then select life event Which is created in previous steps
Enter required details
Click on Add Life event in Restrictions (In Edit Plan Enrollement window)
Certifications:
Click on certifications
Select Avalon_New_MedicalPlan (In Plan and option configuration) in Certifications window then
click on Enrollement certifications then click on Life events then click on Add Life Event
A pop window will display then enter details and then click on ok
Click on save
Programs: Avalon_New_Program
Basic Details:
Enter details in general and click on save
Then select Year periods in availability (In Basic details window) and click on select and add
Then click on Select and Add Plan Type in Plan and Plan Types (In Basic Details window)
Enter details and click on ok
Click on Select and Add Plan in Plan and Plan Types (In Basic details Window)
Enter details and click on ok
Click on save
Additional Configuration:
Eligibility:
Click on Eligibility
Select Avalon_New_Program (It is Program) in Program Eligibility (In Eligibility window).And then
select Life Event in Avalon_New_Program : Further Details (In Eligibility window).then click on Add
Life event
Then Select Avalon_New_Medical_Plan Type(It is Plan type) in Program Eligibility (In Eiligibility
window)
Select Life Event and click on Add Life Event in Avalon_New_Medical_PlanType : Further details (In
Eligibility window)
Click on save
Select Avalon_New_MedicalPlan (It is Plan) in Program Eligibility (In Eligibility Window). Select Life
Event and click on Add Life Event
Select Life Event and click on ok
Enter details
Click on save
Enrollement:
Click on Enrollement
Select Avalon_New_Program(It is program ) in Program Enrollement Requirements (In Enrollement
window). Select Life Event and click on Add Life Event
Enter details
Click on save
Enter details
Click on save
Manage Element:
Go to navigator -> click on payroll calculation (under payroll )
Click on tasks -> click on Manage Elements ( under Earnings and Deductions)
Creating Element for Employer: Avalon_New_Employer_Element
Manage Elements window will display click on Actions and select create in Search Results
Click on create
Enter details click on continue