Viewing a Benefit Plan-09
Purpose: Use this document as a reference for viewing the details of a benefit plan in ctcLink.
Audience: Benefits Administrator
NOTE: Access for viewing a benefit plan will be determined by ctcLink security roles.
Viewing a Benefit Plan
Navigation: Main Menu > Set Up HCM > Product Related > Base Benefits > Plans and Providers > Benefit Plan Table:
- Enter the appropriate search criteria in the Plan Type section. In the example below “=” and “Medical”is used.
- Click the Search button.
- From the search results, select the specific plan type to view.
- The Benefit Plan Table displays.
Benefit Plan Table Field Descriptions/Information
Effective Date: Date the plan becomes active. This can be a past, present or a future date.
Description: Full name of the benefit plan.
Short Description: Benefit description that prints on a pay slip.
Set ID: Default value.
Vendor ID: Default value.
SPD URL ID: Not used by SBCTC.
Group Number: Not used by SBCTC.
Default Deduction Code: (Optional) Entering a default deduction code eliminates typing the deduction code each time the code is associated with a benefit program on the Benefit Program Table.
Pay Mode: Select when the vendor will be paid.
AP Payment Date Type: Choose the Check Date or Pay Period End Date.
EDI Plan Coverage Description: (Optional) Enter a value that is included in the HIPPA file.
Self-Service Plan Description: Not used by SBCTC.
Contact Type: Select the contact type from the drop-down menu. The options are: COBRA, HIPPA or Plan Administrator.Contact ID: Benefit Administrative Contact.