Specific Agency Pay Plan Configuration

Note: Users will need the authority, "Agency Pay Plan Links," (Diamond Administration group).

This function allows users to configure Pay Plans at the company / state / line of business agency level. Prior to this, all Pay Plans configured for a company / state / line of business were available for use no matter what agency the policy had. Basically, this is a two (2) step process.

Step One: Company Configuration / Company Setup / Line of Business

Configure a Pay Plan for Specific Agency Use

• Edit the Company.
• On the Line of Business Tab, select the line of business.
• Next, select the Pay Plan Tab; double click the Pay Plan.
• On the Edit Pay Plan screen, select Specific Agencies from the Pay Plan Agency Type combo box at the bottom of the screen.
• Click Save. (Note: After linking an agency or agencies, the View Agency Links button is available on the Edit Pay Plan screen. This allows you to see all of the agencies for the company / state / lob that have the Pay Plan linked.)
• When the Company / State / Line of Business screen displays, you can view the Agency Type for the Pay Plan by scrolling to the end of the Pay Plan list.
• Save your LOB changes; close out of the screen.

Pay Plans having an Agency Type of "Specific Agencies" are only available for agencies that link the Pay Plan to the agency in Administration / Agency Setup. The Pay Plans having an Agency Type of "All Agencies" are available for all agencies on this company / state / line of business automatically. No agency Pay Plan linking is required to make a Pay Plan available for all agencies on the company / state / lob for the Agency Type marked as "All Agencies."

Step 2: Employee Web / Utilities / Administration / Agency Setup

Linking a Pay Plan to a Specific Agency

• Access the agency you will be linking a Pay Plan to.
• In the lower part of the screen, select the company / state / lob you are linking the Pay Plan to.
• On the Edit Line of Business screen, click the Agency Pay Plan Links button.
• The Pay Plan Linked screen is shown; click Add New Pay Plan Link.
• On the Plans Available for Linking screen, those Pay Plans that were established as "Specific Agencies" are displayed.
• Clicking in the box next to Pay Plans at the top, selects all Pay Plans listed. Otherwise, you may individually assign the Pay Plans by placing a check opposite individual Pay Plans.
• Click Save when done to return to the Pay Plans Linked screen; all Pay Plans selected are displayed.

If you wish to delete a Pay Plan, simply click the red "X" opposite that Pay Plan; answer Yes to the question: "Delete selected agency link for Pay Plan <Name of Pay Plan>."

When Pay Plans are configured at the agency level, the changes are immediate; no effective dates are associated with these changes. These are effective as soon as the change is made.

Special Note: If the Add New Pay Plan Link button is disabled, this indicates: 1. There are no Pay Plans that can be added, 2. All available agency specific Pay Plans are already linked, or 3. No agency specific Pay Plans have been selected for the company / state / lob.

Employee Users vs. Agency Users

1. Employee users will see all Pay Plans available at the company / state / lob level regardless if a Pay Plan is for "Agency Specific" use and not available on the policy. There is, however, a notification displayed on the Web Billing Information screen if an employee selects a Pay Plan that is agency specific and not linked to the agency on the policy.
2. Agency Users will only see Pay Plans that are either linked to it or that are designated for Agency Type = "All Agencies."