How to Create Plans and Rates

How to create a plan and add plan rates.

Details

The instructions provided in this article only applies to certain plans. Please refer to the below for more information regarding the different Plan Setups: 

Creating a New Plan

Namely creates your organization's plans during implementation. To access your plans, go to your benefits site in Payroll and click Plan in the left column. 

To add a new plan:

  1. Click Add Plan.

  2. Enter the Plan Name.

  3. Enter the Enroll Plan Name to display to your employees.

    • Note: The Enroll Plan Name typically matches what was entered as the Plan Name.

  4. Enter the plan’s Start Date.



  1. Select the Client Coverage Line from the dropdown menu.

  2. Enter the Policy Number (optional).

  3. Enter the Plan Type: Rate or Volume.*

  4. Enter the Volume Type (if applicable).*

  5. Enter the Plan Tier.*

    • *Note: The Plan Type, Volume Type, and Plan Tier should match exactly what was entered under Coverage Line.

  6. Select whether the plan is Contributory (whether the employee contributes).

  7. Enter the Display Order (for multiple plans in a coverage line).

  8. Select Monthly for the Duration Type.

  9. Enter any desired Notes.

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  10. Select a Client Carrier from the dropdown menu.

  11. Enter the Carrier URL.

  12. Select whether to use the Carrier URL.

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  1. Enter a Child Over Age (age at which point a child dependent is no longer eligible).

  2. Enter a Student Limiting Age (age at which point a student dependent is no longer eligible)

  3. Complete additional eligibility rules

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  4. Selectwhether you want to Override Wait Periods.

  • Use the Wait Period dropdown to select when benefits should kick in.

  • Enter the number of Wait Period Units when appropriate.

  • Note: Override Waiting Period should only be selected if it differs from the waiting period set up at the class level.

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  1. Select a Termination Period for benefits.

  • Enter the number of Termination Period Units when appropriate.

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  1. Complete any rounding rules or zip code mapping, including:

  • Select Auto Calculate Premium.

  • Enter 2 as a default value under Premium Adjust Months.

    Note: This value may differ depending on the carrier.

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  1. Click Save.

Adding Plan Rates

Once you’ve created a plan, you’ll need to add its rates. Namely will create your initial plan rates during implementation, but administrators can update them annually when they need to be changed.

Note: Depending on the type of plan, rate schedules and other setup requirements will differ.

To update your plan’s rates:

  1. Select Edit Rate next to the desired plan.

  • To add a plan rate, select Add Plan Rate.

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  • To edit a plan rate, select Edit Plan Rate.

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  1. Enter the rate Start Date.

  2. Select the Plan Level.

  3. Enter the total monthly Rate.

  4. Enter the Monthly Employee Contribution.

  5. Select the Pay Period.

    • Note: Be sure to consider whether your pay is processed on a semi-monthly or bi-weekly basis.

  6. Enter the employee Pay Period Amount.

  7. Click Save.