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How to Shift and Scale a Plan After Copying

After copying a benefit plan to create a new plan, you can change the Plan Start Period in the new plan. The start period of the original plan is mapped to the start period selected for the new plan.

For example, say Q1 Benefit Plan which covers the plan period March 1 to May 31 has benefit values allocated as follows for the different time periods:

• March 1 to March 30: 100
• April 1 to Apr 30: 200
• May 1 to May 31: 300

If you copy Q1 Benefit Plan to create Q2 Benefit Plan B by changing the following details:

• Plan Start Period: June 1 to June 30
• Plan End Period: July 1 to July 31
• Scale by: 100%

The benefit values copied from Q1 Benefit Plan are allocated to Q2 Benefit Plan as follows:

• June 1 to June 30: 200 (original value scaled up by 100%)
• July 1 to July 31: 400 (original value scaled up by 100%)
• August 1 to August 30: 0

The benefit amount from March (the first time period in the original plan) gets allocated to June (the first time period in the new or copied plan). Accordingly, the value from April is allocated to May. As you entered a scaling value of 100% when copying, the benefit values from the original plan are doubled in the new plan. Since the new plan covers only two months, no value is allocated from May from the original plan to August in the new plan.