Creating a New Plan in Relius Administration

Duration: 45 Min.


The flow of events continues in our setup of a plan for processing in Relius Administration. With the global tables updated, we now move to the second level of information in the system. The Employer must be created and then the plan. The two are then connected to complete the setup. In this second of five sessions, we will demonstrate the steps needed to create the employer and plan, create new plan years and also look at using the plan template as a starting point for setting up plan specs.

In this session, we will:
  • create a new employer with its payroll, divisions and contacts
  • create a new plan
  • use the plan template
  • create a new plan year

Event Details