How to add/enroll an employee in a plan?

Updated on Nov 12, 2024

Business Rules>>Business Rules>>Benefit Plan Types

There are two locations where employees can be enrolled in their benefit plans on HRPlus.

Via Benefits Plan Types
Via Coverage

N.B. Employees can be registered for any number of plans. NB however, the employee can be linked to only ONE Primary Health Plan and ONE Secondary Health plan.

Step 1: Navigate to the Benefit Plan Type screen

Step 2: Enter the Employee Enrollment details

Fill the details as follows:

Company Code: Select the company the employee belongs to

Pay Group: Select the pay group the employee belongs to

First Name: Select employee's first or last name

Date Join: the date the employee joined the benefit plan (e.g. the date on the employee’s registration form)

Date Start: the effective date the employee became active on the plan.

Certificate Number: the registration number of the employee that is obtained from the insurance company.

Option: Cannot be edited but is based on the Benefit Plan Type record

Employee Contribution: the dollar value or percentage of the employee’s contribution to the plan.

Employer Contribution: the dollar value or percentage of the employer’s contribution to the plan.

Date End: the date the benefit plan type will end (cease to exist). This is auto-populated by the application when the employee is separated and the benefits plan is stopped. This field can be left blank until an end date is determined.

Sum Insured: the sum insured obtained from the insurance company.

Click on the diskette to save the record and repeat to enter additional records.

When configuring the Benefits-Payroll link, if Amount in Benefit or % in Benefit is selected, when the payroll is run the entries made in the Employee/Employer Contribution will be used by the application to determine the contributions being made by the employee and employer.