When adding a vision plan, there is some required information to set the plan up correctly and to generate accurate deductions. This article will walk you through the steps of providing the necessary information needed to add a vision plan in iSolved.

1. Basic Plan Information

When adding a vision plan, we need some basic information in order to start building the plan.

1. Is the vision benefit Pre-Tax or Post Tax?
2. What is the plan name?
3. What company is the provider?
4. Is there a plan ID number (primarily used in the system for carrier feed integration)?
5. Is this plan COBRA eligible?
6. Is your plan considered Creditable Coverage?
7. Does this plan include RX Coverage?
8. Is this plan Self-Funded?
9. Is this plan considered a Conditional Offer of Coverage for the Spouse?
10. Does this plan qualify as ACA Minimum Essential Coverage?
11. Does this plan qualify as ACA Minimum Value?
12. Is Proof of Insurability required?

2. Dates and Schedule

This next section covers the effective dates, deduction schedule, and any probation periods associated with the plan.

1. When is the plan start date?
2. Are deductions based on the Pay Date or the Pay Period End Date?
3. Is there a new hire probationary period? ex. First Day of the Month Following 30 Days After the Hire Date
4. Is there a Termination Rule? ex. Last Day of the Month Following 0 Days After Termination

3. Pay Items and Options

This section will determine how the deductions will appear in payroll records as well as which employees and dependents are eligible.

1. Is there an employer contribution to the plan?
2. Do these deductions or employer contributions need to be mapped to a specific GL account for reporting purposes?
3. Is a PCP required to enroll in the plan?
4. At what age does a dependent age out of the plan? ex. Age 26 - Age as First of the Month Following Birthday
5. What are the Eligibility Rules associated with the plan? ex. All Full-Time Internal Employees
6. Is this plan dependent upon the employee being enrolled or not enrolled in another benefit plan?

4. Rates

1. Would you like the system to automatically calculate the employee and employer contributions?
   • You will need to provide a rate table: Common Rate Structure for Vision Plans
2. Would you like to use an external party to calculate the employee and employer contributions?
   • You will need to provide import files with this information, manually enter rates on the employee's record, or keep track of them some other way