Offered Benefits Plan Status Definitions
This topic provides definitions for the options that display in the Status field of the Offered Benefit Plan (OBP). These options can be manually selected or applied automatically when you select a corresponding Workflow link in the OBP Action Center.
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New - The Status defaults to New for new, manually created OBPs.
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Selected - Updates the OBP Status to Selected and selects an OBP for export to PrismHR.
Note: If you are using the Benefit Plan Manager (BPM), when the BPM end user updates an OPB to "Selected" on the BPM Plan Comparison tab, it is also updated to "Selected" Status on the OPB record in ClientSpace.
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Pending Activation - Updates the OBP Status to Pending Activation and indicates that an OBP is approved and ready to be activated.
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Active - Updates the OBP Status to Active and indicates that an OBP is approved and activated.
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Rejected - Updates the OBP Status to Rejected and excludes the plan from being exported to PrismHR.
Note:
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If you are using the Benefit Plan Manager (BPM), when the BPM end user updates an OPB to "Reject" on the BPM Plan Comparison tab, it is also updated to "Rejected " Status on the OPB record in ClientSpace.
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Rejected plans are included when using the Clone Offered Benefit Plans feature to clone OBPs from a parent company's Benefits Batch to a designated child Benefits Batch. This information is needed to properly terminate the plans when they are exported to PrismHR. Any OBP in Rejected Status is also included in the child Benefits Batch if the Renewed From field is not empty (i.e., blank). See Cloning Offered Benefit Plans.
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Expired - Updates the OBP Status to Expired. Used to expire old OBPs associated with an expired Benefits Batch.
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Cancel - Inactivates an OBP and updates the Status to Cancel.
Note: Cancelled plans do not show in BPM, the Benefits Renewal Workbook merge, or the DocuSign Benefit Renewal Merge.