Sometimes you need to include a cost or credit that isn’t part of the standard benefits inside Plansight. The Benefit Builder gives you a way to add those items so your total budget is accurate on the Analysis and Recommendations page.
Click Add New Benefit + whenever you need to account for something outside the normal plan structure. You can name the benefit however you want, choose whether it applies to current, renewal, or both, and enter the amount as either a debit or a credit. Positive numbers add cost; negative numbers create a credit. You can also assign the amount to the employer, the employee, or both.
Once added, the custom benefit becomes part of the total budget and appears alongside all other current and renewal costs. It also carries through to the renewal summary.
Refer to the video below to see how the tool works in practice.
Questions this article answers • How do I add a custom benefit to the Benefit Builder? • Can I add a cost or credit that isn't a standard benefit in Plansight? • How do I add a debit or credit to the employer's total budget? • Where does a custom benefit show up in the presentation? • Can I assign a custom benefit to just the employer or just the employee? • How do I name a custom benefit in the Benefit Builder? • Does a custom benefit carry through to the Analysis and Recommendations page? • How do I add a benefit that applies to both current and renewal? • What is the difference between a debit and a credit in the Benefit Builder? • How do I account for costs outside the normal plan structure? • Can I add negative amounts as credits in the Benefit Builder? • How does the Benefit Builder calculate the total annual budget? • Where do I find the Add New Benefit button? • Does the custom benefit appear alongside other current and renewal costs?