If you are creating a new plan, chances are much of the information will be very similar to the information provided on an existing plan. To simplify the creation of the new plan, use the “Clone Existing Plan” button located on the Plan Management home screen.

 

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Once you have created a copy of your existing Plan, you can go through each screen and make only the necessary changes. For instances, if your hourly and salaried employees have the same plan but different pricing, you can clone the original plan and simply make the necessary changes on the Plan Cost and Plan Mapping tabs.


Note: If you need to create a completely new plan, see Create a New Plan.



Next Step: Plan Management 4 - Reviewing an Existing Plan