Add or modify benefit plans

task australia Updated Sep 10, 2026 1 min read t_CreateOrModifyBenefitPlan.md

You can add or modify a benefit plan and provider using the Benefit Plan for under Managed Lists. The plan name is a combination of the provider and plan type.

Before you begin

Role required: sn_hr_core.basic, or sn_hr_core.manager

Procedure

Navigate to All > HR Administration > Managed Lists > Benefit Plans.

The HR Benefit Plans list opens.
Click New to create a benefit plan or on an existing plan to edit.
Complete the form.

(The fields you see depend on how the form is configured and what fields are selected to display.)

Field	Description
Plan name	The name of the benefit plan. This field is a combination the Provider name and Plan type. After you enter a Provider and Plan type, this field fills in.
Provider	Click and select the name of the benefit provider. For new providers, click the Reference field icon to enter details about the provider. This field combines with Plan type to create the Plan name.
Benefit type	The type of insurance or financial services provided.
Plan type	The name of the specific insurance or financial services plans offered by the provider. The Plan type combined with the Provider name make up the Plan name.
Active	Check to make this benefit plan active and available to use.
Plan administrator	Click and select the company representative responsible for this benefit plan. The plan administrator is the person that communicates directly with the provider, understand the details of the benefit plan, and can be a point-of-contact for questions.
Plan URL	Click and enter the website or link to the benefit plan.

4. Click **Save** to stay on the **HR Benefit Plan** form or **Update** to return to the **HR Benefit Plans** list.

Parent Topic:Managed lists

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---
title: Add or modify benefit plans
description: You can add or modify a benefit plan and provider using the Benefit Plan for under Managed Lists. The plan name is a combination of the provider and plan type.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/hr-service-delivery/t\_CreateOrModifyBenefitPlan.html
release: australia
product: HR Service Delivery
classification: hr-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Managed lists, HR Administration, Configure, Case and Knowledge Management, HR Service Delivery, Employee Service Management]
---

# Add or modify benefit plans

You can add or modify a benefit plan and provider using the Benefit Plan for under Managed Lists. The plan name is a combination of the provider and plan type.

## Before you begin

Role required: sn\_hr\_core.basic, or sn\_hr\_core.manager

## Procedure

1.  Navigate to **All** &gt; **HR Administration** &gt; **Managed Lists** &gt; **Benefit Plans**.

    The HR Benefit Plans list opens.

2.  Click **New** to create a benefit plan or on an existing plan to edit.

3.  Complete the form.

    \(The fields you see depend on how the form is configured and what fields are selected to display.\)

<table id="choicetable_i5y_xkt_hcc"><thead><tr><th align="left" id="d669804e101">

Field

</th><th align="left" id="d669804e104">

Description

</th></tr></thead><tbody><tr><td id="d669804e110">

**Plan name**

</td><td>

The name of the benefit plan.

 This field is a combination the **Provider** name and **Plan type**.

 After you enter a Provider and Plan type, this field fills in.

</td></tr><tr><td id="d669804e134">

**Provider**

</td><td>

Click and select the name of the benefit provider. For new providers, click the **Reference field** icon to enter details about the provider.

 This field combines with **Plan type** to create the **Plan name**.

</td></tr><tr><td id="d669804e158">

**Benefit type**

</td><td>

The type of insurance or financial services provided.

</td></tr><tr><td id="d669804e167">

**Plan type**

</td><td>

The name of the specific insurance or financial services plans offered by the provider.

 The **Plan type** combined with the **Provider name** make up the **Plan name**.

</td></tr><tr><td id="d669804e192">

**Active**

</td><td>

Check to make this benefit plan active and available to use.

</td></tr><tr><td id="d669804e201">

**Plan administrator**

</td><td>

Click and select the company representative responsible for this benefit plan. The plan administrator is the person that communicates directly with the provider, understand the details of the benefit plan, and can be a point-of-contact for questions.

</td></tr><tr><td id="d669804e210">

**Plan URL**

</td><td>

Click and enter the website or link to the benefit plan.

</td></tr></tbody>
</table>4.  Click **Save** to stay on the **HR Benefit Plan** form or **Update** to return to the **HR Benefit Plans** list.


**Parent Topic:**[Managed lists](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/c_ManagedLists.md)