How to Replicate a Plan Hierarchy

You use the Replicate function to copy an existing plan hierarchy. All the existing information is used to create a new effective-dated hierarchy of benefit plans that can be edited for the differences. You use this function to add a new hierarchy that is similar to an existing one.

Optionally, you can:

• View or add notes. To view or add notes for this record, on the action bar, click Notes.

To replicate a benefit plan hierarchy

1. On the Benefits menu, click Plan Hierarchy.
2. On the LOB/Benefit Plan Hierarchy page, in the LOB/Benefit Plan Hierarchy table, click the appropriate row of the hierarchy you want to copy.

2. On the LOB/Benefit Plan Hierarchy panel action bar, click Replicate.

   The copied hierarchy is available to edit.

3. In the LOB/Benefit Plan Hierarchy panel, complete the date range fields for the new effective-dated hierarchy.

   Note: Only one hierarchy can be effective at a time; therefore date ranges cannot overlap unless a range has been voided.

4. To add or edit a benefit plan's ranking, complete the Ranking fields.

   1. Do one of the following:

      • To add a benefit plan to the hierarchy, click Add Ranking.

        Note: You must add at least one ranking to an effective-dated hierarchy.

      • To edit an existing benefit plan ranking, in the Rankings table, click the appropriate row.
   2. In the Ranking panel, complete the fields.
   3. Review the information for this ranking to make sure it is accurate.
   4. To store this ranking in the table, on the Rankings action bar, click Save.
5. To store this hierarchy in the table, on the LOB/Benefit Plan Hierarchy panel action bar, click Save.
6. Review all the information for this hierarchy to make sure it is accurate.
7. To save this hierarchy, on the LOB/Benefit Plan Hierarchy page action bar, click Save.

See Also

LOB/Benefit Plan Hierarchy Page

What Is a Plan Hierarchy?

About Benefit Plans

Version as of 5/16/14.