A Guide to Using the Benefits Module

Updated on Oct 23, 2024

Navigate to the Benefits Module:

The summary steps to set up the Benefits module are as follows:

Set up user defined Benefit Type.
Set up user defined Benefit Plans. This includes the name and address of the administrator of the plans.
Link your Benefit Plan to my company.
Setup user defined Benefit Plan Types by linking the benefit plans to the benefit types. Setting up of Plan types also includes employee and employer contributions.
Setup Benefit Enrollment Rules.
Setup Benefits-Payroll link where either:
1. A deduction will be processed for all employees in the paygroup when the payroll is run or
2. A deduction will be automatically setup for employees registered in the plan.
Setup Other Benefit Links.
Enroll Employees in benefit plan.
Setup Beneficiaries.
View Employee Coverage.

Steps	Description
Step 1	Benefits Setup:
	Benefits>>Benefits>>Benefits Setup>>Benefit Types Benefits>>Benefits>>Benefits Setup>>Benefit Plans Benefits>>Benefits>>Benefits Setup>>Company Benefit Plans Benefits>>Benefits>>Benefits Setup>>Benefit Plan Types Benefits>>Benefits>>Benefits Setup>>Benefit Plan Types>>[Select Plan]>>[+]>>Enrolled Employees Benefits>>Benefits>>Benefits Setup>>Benefit Plan Types>>[Select Plan]>>[+]>>Benefit Enrollment Rules Benefits>>Benefits>>Benefits Setup>>Benefit Plan Types>>[Select Plan]>>[+]>>Benefit Dependents Benefits>>Benefits>>Benefits Setup>>Benefits Payroll Link Benefits>>Benefits>>Benefits Setup>>Benefits Link Other Setup
	Benefit Types	Benefit Types categorizes benefit plans available to employees. Benefit Types can be linked to multiple benefit plans, for example: Single Coverage Single Plus One Coverage Family Coverage How to enter a Benefit Type?
	Benefit Plans	Benefit Plans are the plans provided to your organization by a provider. Details such as contact info and email address are entered. An unlimited number of unique benefit plans can be added. Benefit Plans
	Company Benefit Plans	Link your company to all relevant Benefit Plans. How to link my Benefit Plan to my company?
	Benefit Plan Types	A Benefit Plan Type links benefit types to a specific Benefit Plan. This linkage categorizes the various benefits available to employees. Each Benefit Plan can have an unlimited number of plan types and plan types are applicable to any benefit plan. How to add a new Benefit Plan Type?
	Enroll Employees	Employees can be enrolled in a benefit plan. Employees can be registered for any number of plans. How do I Enroll an Employee in a Benefit Plan?
	Benefit Enrollment Rules	Define rules for employees to join the requisite Benefit Plan Types. How do I setup the Benefits Enrollment Rules?
	Benefit Dependents	Define rules for Benefit Dependents to join the requisite Benefit Plan Types. How do I setup the Benefits Dependent Rules?
	Benefits Payroll Link	A benefit plan/plan type can be linked with a deduction code for a particular pay group. A deduction can be automatically set up for employees registered in benefit plans. How to set up Benefit-Payroll Link?
	Benefits Link Other Setup	This option is for Benefits Payroll Link where Employee Calc On or Employer Calc On is set to OTHER and selecting the payroll codes for benefit calculations. How to use the Benefit Link Other Setup function?
Step 2	Benefits Transactions:
	Benefits>>Benefits>>Benefits Setup>>Benefit Plan Types>>>>[Select Plan]>>[+]>>Enrolled Employees Benefits>>Benefits>>Beneficiaries>>[Select Employee]>>[+]>>Beneficiaries Benefits>>Benefits>>Coverage>>Employees>>[Select Employee]>>[+]
	Enroll Employees	Enroll employees via Benefits Plan Types or Coverage. Employees can be registered for any number of plans. Employees can be linked to only one Primary Health Plan and one Secondary Health Plan. How to add/enroll an employee in a plan? How to enroll employees using Coverage screen
	Beneficiaries	A beneficiary is an individual or entity designated to receive benefits from financial products. How to add a Beneficiary to an employee's plan?

0 Comments

Add your comment

Previous Article Overview of the Benefits Module

Next Article Glossary of Benefits Terms

Help Site

A Guide to Using the Benefits Module

Navigate to the Benefits Module:

0 Comments

Add your comment

Benefits

Recently Updated Articles