N.B. The Benefit Plan Type MUST be linked to the Company BEFORE employees can be successfully enrolled in the plan.

EMPLOYEES

• Search for the employee
• Click on the plus sign to expand the record
• Click on the New Record
• Select the Plan ID from the drop down box. All other fields on the left hand side will be filled out  when the details of the plan is selected.

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

Date Started : 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.

Employee Contribution : Enter the value of the employee’s contribution to the plan. This can be either cash or a percentage based on what was set up at the plan level.

Employer Contribution - Enter the value of the employer’s contribution to the plan. This can be either cash or a percentage based on what was set up at the plan level. 

Date End: This field is left blank until you are aware of the date that the date the benefit plan type will end (cease to exist). Once the date is entered here, the employee will no longer be on the plan and deductions will stop generating for them in the payroll. 

It should also be noted that when an employee is separated, if the flag titled Stop Benefits is set to YES, then the end date will be automatically populated with the separation date of the employee. This is another integrated feature of HRplus where data only has to be entered in one module but can be linked to connected modules.

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

Save and repeat the process to link a plan to the employee.