Enter Benefit Plan Category

Explanation

Use this function to define benefit plan categories. The category is an optional sorting and grouping attribute that can be used when viewing benefit plans in various windows.

The plan administrator enters and maintains the benefit plan categories.

System Effects

No specific.

Window

Benefit Plan Categories

Related Window Descriptions

Benefit Plan Category

Procedure

1. Investigate the need for sorting and grouping. If there are many plans available the need is probably real.
2. Enter the categories.
3. When entering the benefit plans, enter a category to each plan.