Delete a Plan - Knowledge Base | BerniePortal

How to Delete a Plan

From the Plan Library, delete a plan by hovering over the action wheel next to the corresponding plan and selecting “Delete.” Access your Plan Library by selecting the "Benefits" tab in the top navigation menu.

A plan cannot be deleted if employees are still enrolled in it.
 


    • Related Articles

    • Deleting Benefit Subgroups

      Easily consolidate benefit subgroups and simultaneously move employees to their new subgroup via the “Delete” subgroup option.  To delete a benefits subgroup: Select “Account” from the dropdown. Select “Subgroups” in the left navigation menu. Hover ...
    • Benefit Subgroup Configuration Area

      Once a benefit subgroup is created, you’ll need to configure the subgroup’s settings. To access a benefit subgroup's settings, select the "Benefits" tab in the top navigation menu, select the "Subgroups" tab in the secondary navigation menu, then ...
    • How to Clone a Plan

      Cloning is a valuable tool that BerniePortal offers to cut down time when creating new plans and subgroups. Cloning a plan will copy all plan details and information, along with premium configurations and uploaded material.  To clone a plan: Under ...
    • How to Create a Basic Life Plan

      How to Create a Basic Life Plan: Follow  the steps in this article to begin creating a Basic Life plan. Navigate to the "Premiums" tab of the plan. Rate Structure - Make a selection from the dropdown. Enter the Benefit Amount in the "Coverage Amount" ...
    • How to Edit an Existing Plan

      If you need to make a change to an existing benefit, just select the plan from your “Plans” list in the “Benefits” tab.  Changes can be made to the plan’s basic information and premiums. If a plan’s premiums or settings are changed after it has been ...