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Dokumentation

OHBEN1181 - Define Miscellaneous Plan General Data

In this step, you define general data for miscellaneous plans.

You have created the appropriate plan type, plan status, and benefit provider in the preceding steps.

1. Decide which miscellaneous plans you want to offer.
2. Choose "New entries".
3. Enter a four-character identifier and description for the plan.
4. Enter the validity dates.
5. Enter the plan type, plan status, and benefit provider.
6. Enter the plan number.
7. Enter a short text. The short text is used in the system for example in report lists, where abbreviations are required.
8. Enter the plan attributes. You will find more detailed information on each field in the F1 help.
   

The selections you make here regarding costs, credit, and contributions determine which cost, credit, coverage, employee contribution and employer contribution variants you must later define for each plan.

1. Enter the dependent/beneficiary groups if required. A green check symbol next to the push button indicates that dependent/beneficiary groups are maintained. If there is no symbol, any dependents/beneficiaries can participate.
2. Save your entries.
3. Repeat steps 2 to 10 for each miscellaneous plan.