.
Edit the benefit plans.
Enter in the Contacts/Dependents.
Check your eligibility rules to make sure that they are correct.
Hit add New and add the benefits in.
You don’t have to check the dependent box to make the dependents show up on the plans.
The Contacts are not important.
The relationship status is important as that will determine what coverage codes the dependents will be eligible for.
All the Above
Dependent Relationship status
Benefit Coverage
Benefit Start Date
All of the above are set up under Employee Benefit Plans.
Always
Never
Sometimes (depends on the client’s contract with the carrier).
None of the above
Cry and say life isn’t fair
Setup a new plan and hope it works now
Call Infinisource to fix it.
Look at the eligibility rules as there must be some filter that is not being met on the employee
True
False
True
False
True
False
Employee Name
Employee Name, Employee Number
Employee Name, Employee Number, and SSN
Employee Number or SSN
Order of Operation
Excel Knowledge
Correct Data
All of the above
The training video
The Data Conversion Master Spreadsheet
None of the above
True
False
True
False
Start over from scratch with the raw data
Check the error report by clicking the “Click to View Validation Details” report then seeing the issues and correcting them in the formatted spreadsheet.
Changing the Font as we are very finicky with the fonts we allow.
None of the above
True
False
That the Benefit plan names, Coverage Codes and Employee Numbers are all exact with what is in Isolved.
That the Dependents have a middle name column/Header
The format of all the data I am using
All of the above
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Here's an interesting quiz for you.