Update the plan settings whenever the plan configuration changes. Reconciliation runs against the settings on record - outdated settings can produce inaccurate results.
Follow these steps:
Select the invoice you want to update.
In the left panel, open Benefit Plan Mapping.
Select Plan Configuration.
1.Invoice Plans
Enable reconciliation for plans that require it and disable it for those that don't, such as administrative fees. Update the plan type if the current setting is incorrect.
2. Enrollment Plans
These plans come from the HRIS and correspond to the selected invoice. If a plan shows as “Undefined” or has the wrong type, click Edit to correct it. Use the filter to navigate large Master Plans.
3. Deduction Codes
These codes come from payroll data and link payroll deductions to benefit plans. Use the checkbox in the first column to enable or disable a code for reconciliation. Click Edit in the Plan Type column to assign or change the plan type
4. Add Margin Fee (optional)
Payroll and enrollment data sometimes include margin or admin fees that need to be subtracted for accurate reconciliation. Enter each fee as a percentage, a flat dollar amount, or both. You can also apply margin to the Carrier amount.
You can now apply margin fees to individual plan codes or in bulk, across multiple plan codes at once.
To add a margin fee to a single plan code:
Click+ Add Margin Fee
Select Criteria Type (Source): Enrollment, Payroll, or Carrier
Choose the Plan Code and select the Apply To (Target)
Enter the margin amount: percentage, dollar value or both
Click tick button
To add a margin fee to multiple plan codes:
Click the Mass Create Margin Fee icon next to the + Add Margin Fee button
Select Criteria Type (Source): Enrollment, Payroll, or Carrier
Choose multiple Plan Codes that share the same margin fee and Target*
Enter the margin amount: percentage, or dollar value or both
[[note]]What is Target The Target defines where the adjustment will be made - usually from the payroll data but in some cases, from the carrier invoice.[[/note]]
Once configured, the system will automatically subtract the margin/admin fee from the payroll or enrollment amounts tied to the selected plan(s).
5. Plan Mapping
Plan Mapping links plans across invoices, enrollment data, and payroll deductions. The interface consists of three columns:
Invoice Plans (from the carrier invoice)
Enrollment Plans (from HRIS)
Deduction Codes (from payroll)
How to Map Plans:
If the system doesn't auto-select the matching plans in the Enrollment and Deduction sections, choose them manually from the drop-down. Multiple plans can be selected in each section.
Open the Merge Plans tab in the top-right corner to combine multiple plans into a single row - useful for related plans like Life and Life AD&D. To reverse a merge, click Unmerge next to the Carrier Plan Name.
[[note]]Once changes are made, click Save, move back to Members and click on Regenerate button to the top right corner to ensure all updates are applied properly.[[/note]]
New Plan Added
When working in the Benefits Reconciliation Platform, you may notice a yellow triangle next to an invoice name. This indicates that new plans have been added to the invoice and require configuration.
Simply select the invoice, and a notification will appear informing you that new plans were found. Click the Plan Configuration link to proceed. If you accidentally close the notification, don’t worry - navigate to Benefit Plan Mapping on the left panel.
Once the plans are reviewed, work through the wizard: Next → apply Margin Fees (if any) → Next → complete Plan Mapping → Finish. The system then refreshes the newly confirmed plans, and reconciliation can proceed.
Inline Mapping
If employees still have missing amounts after completing the plan configuration, or the plans are in different lines you can map them directly in the reconciliation view.
Locate a plan type with a Carrier Plan name and click it
A panel will slide out from the right. Navigate to Plan Mapping -> Edit Mapping.
Enable the missing plans. Ensure the amounts in the three column headers are equal.
Click Save Changes.
Employees with updated mappings will be highlighted in yellow, indicating that the Reconciliation View needs to be regenerated.
To finalize, navigate to the right corner where you see "resfresh" button and click on it.
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