How to I setup the Benefits Dependent Rules

Updated on Oct 02, 2024

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Benefits >> Benefits Plan Types >> Expand Benefit Plan Type Record >> Benefit Dependents

Payroll >> Business Rules >> Benefits >> Benefits Plan Types >> Expand Benefit Plan Type Record >> Benefit Dependents

Benefit Enrollment Rules

This is where rules can be defined for employees to join the requisite Benefit plan Type.

This is an alternative setup option to the Benefit Payroll rules.

Select New Record for Rules

Job Code: Select whether the rule applies to all jobs or a selected job.
Payroll Code Type: Select the payroll items (Earnings or Allowances) on which the benefit is calculated.
Payroll Code: Select the earning code or allowance code that the benefit will be generated under when the payroll is processed.
Hours or Dollar: Select if they earning or allowance code is entered in hours or as a dollar amount
Factor: Enter the factor by which the dependent payroll entry will be multiplied.
Limit: Enter the limit of the dependent value (usually a large value).
Use Fixed Hours: If the benefit is based on a fixed amount check the Use Fixed Hours box and enter the value in Fixed Hours field.

Save the record.