Create Benefit Enrollments for New Plan Rates
Go to Human Resources > Plan Workbench; click the link to a plan to go to the Benefit Plan Details screen.
Select the Plan Rates tab, then select the new plan rate records for which you want to create enrollments.
Plan Rates tab
Select the Create Benefit Enrollments action, then click the Apply Action (
) button to go to the Create Benefit Enrollments screen.Create Benefit Enrollments screen
Enter information for each tab (Main, Rates, Personnel, and Output Options) as outlined below.
Main Tab
Enrollment Reason
Select the reason to be used for any new enrollments created from the drop down.
Source for maximums
Select the source that should be used for the maximums on the new enrollments.
Prior Enrollment
Use the maximums that were on the personnel’s previous enrollment. For example, if this is a 401(k) Loan, you would want to keep the maximums from the prior enrollment and not have them replaced by the maximums in the plan rate records.
Plan Rate Record
Use the maximums that are on the plan rate record; do not use the maximums from the personnel’s prior enrollment. For example, if the maximum annual contribution for 401(k) has been changed from
$17,000 to $20,000, you would want to replace the $17,000 on the personnel’s prior enrollment with the $20,000 on the new plan rate records.
Report Only
Check this field to generate a report only to view the personnel who will have new enrollments created. To create the new enrollments, uncheck this field.
Rates tab
This tab is for reference only; it displays the rate(s) selected for processing. It also displays the Start Date(s), Coverage Code(s), and Rate Class(es), as well as the Period Start Date(s) for each of the plan rates selected.
Rates Tab
Personnel Tab
For detailed information on populating the Personnel tab, please refer to the Coins ERP+ HR Reports Manual section 1.1 Personnel Tab on the Coins Client Area website.
Personnel Tab
Output Options Tab
When you have completed all tabs, click the Next (
) button to process either Report Only or Create Enrollments.
Create Benefit Enrollments Due to Age Changes for Plans Subject to Imputed Income Calculations
Go to Human Resources > Plan Workbench and select the plan(s) subject to imputed income calculations based on life insurance.
Create Benefit Enrollments...Imputed Income Calculations action
Select the Create Benefit Enrollments due to Age Changes for Plans Subject to Imputed Income Calculations action, then click the Apply Action (
) button to go to the Create Benefit Enrollments Due to Age Changes for Plans Subject to Imputed Income Calculations screen.Create Benefit Enrollments...Imputed Income Calculations screen
Enter information for each tab (Main, Plans, Personnel, and Output Options) as outlined below.
Main Tab
Age As Of
Enter the date that should be used to calculate the personnel’s age. For purposes of recalculating Imputed Income rates for life insurance, which are based on the employee’s age as of the end of the calendar year, it is best to use the last day of the new year. For example, to have new imputed income rates calculated for 2026 that will be calculated based on the employee’s age as of 12/31/2026, use an Age As Of date of 12/31/2026.
Example: Employee’s DOB is 9/01/1976, and Age As Of date used of 12/31/2026, the employee’s age as of 1/1/2026 is 49 years old. However, as of 12/31/2026, employee will be 50 years old.
Enrollment Effective Date
Enter the enrollment start date to be used for any new enrollments created due to age changes for imputed income purposes. The Period Start date will be assigned to equal the Enrollment Effective Date. You must use an Enrollment Effective Date equal to or greater than the first of the new year. For example, use an Enrollment Effective Date of 1/1/2026 or later; using a date in the prior year will not age for imputed income purposes.
Enrollment Reason
Select the reason to be used for any new enrollments created from the drop down.
Report Only
Check this field to generate the report only to view the personnel who will have new enrollments created based on age changes for imputed income purposes. To process the changes and create the new enrollments, uncheck this field.
Plans tab
This tab is for reference only; it displays the plan(s) selected for processing, as well as the month that the plan year ends for this plan.
Plans tab
Personnel tab
For detailed information on populating the Personnel tab, please refer to the Coins ERP+ HR Reports Manual section 1.1 Personnel Tab on the Coins Client Area website.
Output Options tab
For detailed information on populating the Output Options tab, refer to the Output Options Tab section in Accrual Plan EOY Processing.
When you have completed all tabs, click the Create Benefit Enrollments button to process either the Report Only or Create Enrollments.
Create Benefit Enrollments Button
Example: Create Benefit Enrollments due to Age Changes for Plans Subject to Imputed Income Calculations.
Employee: DOB 9/01/1976. Age as of 1/1/26, 49. Age as of 12/31/26, 50.
Plan Rates: Aging for plan rates occurs at ages 65 and 70. There have been no premium rate changes for the plan; therefore, new plan rate records were not created.
Plan Rates
Standard Uniform Premium Table: Assuming there are no changes to the Standard Uniform Premium Table.
Enrollment Start Date 1/1/2025, imputed income based on age 49:
Benefits
Create Benefit Enrollments due to Age Changes for Plans Subject to Imputed Income Calculations for the new year (2026):
Create Benefit Enrollments... Imputed Income Calculations
Enrollment Start Date 1/1/2026; the date entered for the Enrollment Effective Date. Imputed income based on age 50:
Benefits
The Employer Pay Calc amount for the calculation BL did not change; there was no rate change for the plan, only a change in the imputed income.