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Summary Steps to setup the Benefits Module

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

  1. Set up user defined Benefit Type.
  2. Set up user defined Benefit Plans. This includes the name and address of the administrator of the plans.
  3. Link your Benefit Plan to my company.
  4. 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.
  5. Setup Benefit Enrollment Rules.
  6. 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.
  7. Setup Other Benefit Links.
  8. Enroll Employees in benefit plan.
  9. Setup Beneficiaries.
  10. View Employee Coverage.
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