Old and New Rates in an Open Window
Manage situations in which a new hire is making benefit elections during an annual open enrollment period in which rates are changing.
- In Vista, select .
On the Deduction/Liability
Codes tab, move your old rates to the Old
Rate column. Then enter the new rates in the New Rate column
with their corresponding Effective Date.
Note: To move all rates listed in the New Rate column to the Old Rate column, select .
- When you create the window for the new hire in HR Management, make sure that the effective date is before the effective date in HR Benefit Codes in Vista. This will ensure that the new hire sees the old rate during enrollment.
When you create the window for open enrollment in
HR Management, make sure the effective date is the same as the effective date
you entered in the HR Benefit Codes in Vista. This ensures that employees see
the new rate during enrollment.