Overview
Your Implementation Manager or Service Delivery team sets up your Plan and Benefit designs based on your Plan Survey Document. As a client, you have access to view this setup to validate new account features like the Healthcare Flexible Spending Account (FSA) Carryover or the addition of a Health Savings Account (HSA).
The system is divided into two main sections: Plan designs and Benefit Groups.
Plan designs
Responsibility:
It is your responsibility to provide your employees with information such as eligible expense rules, annual plan maximums, plan year dates, and run-out periods.
Support:
Your Implementation Manager or Service Delivery team at HealthEquity will enter and manage the Plans in the system for you.
Benefit groups
Eligibility rules:
If your company has different eligibility rules for groups of employees (e.g., hourly, salaried), your plan setup will include these Benefit Groups.
You may add a new Benefit Group to your Plan design, should your company introduce a new eligibility group. To request a new benefit group, you will need to fill out the Plan Confirmation Form.
Once the Benefit Group has been added to your Employer portal, you can assign your employees to your specific Benefit groups by clicking "Update Profile" from their profile page.
Each of your employee records should be associated to the appropriate Benefit Group in order for the plan to function according to the respective rules that have been set up for each Benefit Group.
The Benefit Group setup does not apply to the Commuter product. Commuter benefits are automatically offered to all benefit groups.
An employee's profile has a commuter eligible section that can be changed from N to Y depending on their eligibility.
Accessing plan setup
Navigate to Plan Setup:
Select Benefits > Benefits Programs to access your plan codes.
Plan codes are listed under the CODE column.
Click on the Program Name to view detailed plan setup.
Making changes:
To change your FSA or Health Reimbursement Arrangement (HRA) plans, submit a confirmation form.
Processing usually takes 1-3 business days.
Viewing eligibility and enrollment rules
Eligibility and rnrollment rules:
Select Display by option Benefit Groups & Programs.
Click Yes under the Offered column for the Benefit Group.
Eligible expenses, dependents, and qualifying events:
Select Programs Only (w/Lists) on the display list.
Note that these rules do not apply to the Commuter product.
This overview provides essential information on managing and validating your Plan and Benefit Groups within the HealthEquity Client Site. For additional assistance or to make changes, contact your HealthEquity Service Delivery team or the Client Services Team.