Create Benefit - Generic Data

Users whose role is as HR Administrator can create benefits. To create benefits, you must perform the steps mentioned below:

1. In Admin Center, click Create Benefit under Benefits Management. Benefits Admin Overview screen appears.

Select Create New - Benefit. Enter the details . 2. Update the following fields:

○ Benefit Name: Specify the benefit name you want to create.

○ Benefit Type: Select the relevant benefit type, such as reimbursement, allowance, pension and insurance.

Note that if you want to create any of the following types, that is saving plan, pension or retirement, use the benefit type as Pension.

○ Effective From: Select the date from when the benefit is effective in the organization. Based on this date, all employees for whom the benefit is applicable will see it on their Employee Overview page.

○ Benefit Short Description: Specify the short description for the benefit.

○ Status: Select the relevant status for the benefit, either active or inactive.

○ Benefit Program: Select the relevant benefit program.

3. Entitlement Details

○ Currency 4. Enrollment Details

○ Enrollment Required: Select either Yes or No.

If you select Yes, it means that an employee must enroll, in order to avail themselves of the benefit.

If you select No, the employee is not required to enroll in a benefit to avail themselves of the benefit. If the employee is eligible, they will automatically see the benefit in the employee overview page.

○ Enrollment Type: Select either Automatic or Manual. This field is displayed on the screen only if you select Yes in Enrollment Required field. If the employee chooses Manual, the employee must go to the Enrollment Page and enroll for a benefit.

Note

If you select Automatic in the Enrollment Type field, you must create a job for auto enrollment of benefit. For more information, see Create Job for Auto Enrollment Benefit [page 118]

○ Enrollment Workflow: Associate the workflow that the system must trigger when an employee enrolls for a benefit. For more information on how to create a workflow, see Set up and Associate Workflow [page 36]

○ Additional Enrollment Fields: Select the relevant enrollment object.

Choose add to create a detail object. If you click on this button, the Object Definition screen appears. Enter the relevant data in the screen such as label, code and fields. You can see the fields that you maintain on the Employee Enrollment page.

You use this field when you want the employee(s) to enter more details while enrolling. For example, for company car benefit enrollment you may want to capture information like route number, home address, emergency contact number and so on. These are not standard fields. You can add these fields to the claim object and then associate them here.

○ Carry Forward Enrollment: Select either Yes or No. If you select Yes, you can carry forward the enrollment from the previous periods to the subsequent schedule period.

○ Allow Employee to Edit Enrollment : Select either Yes or No. In case you select Yes, the system displays the Allow Edit of Enrollment field. Select one of the following values:

○ Only during Open Enrollment Period: If you choose yes, then the employees can edit their enrollment details only when the enrollment window is open..

○ Only while Enrollment is Active: If you choose yes, then the employees can edit their enrollment details during benefit validity period and enrollment window is open.

○ Throughout Open and Active Enrollment: If you choose yes, then the employees can edit their enrollment details any time during benefit validity period, enrollment period and including the gap period between enrollment period and validity period. For example, assume that for particular benefit Enrollment Period is November 2015, and Benefit Validity Period is from January 2016. In this case the employee can edit in the enrollment details in December 2015 as well.

To edit the enrollment details an edit link appears against each relevant benefit. Employees can use this link to edit the enrollment of the particular benefit in Employee Overview Page.

Note that this is possible only if you have specified the following values:

○ Benefit Type is Allowance

○ Enrollment Type is Automatic

○ Allow Employee to Edit Enrollment is Yes

○ Allow Automatic Updates of Enrollment is Yes

No: Employees will not be allowed to make any changes to enrollment details.

○ Allow Automatic Updates of Enrollment: If you select yes in this field, the system allows the job to edit the enrollment details. Note that in the current release the automatic edit of enrollment is possible only for Pensions.

○ Email Notification for Enrollment: Select yes if you want an employee to receive an email notificationonce an employee enrolls for a benefit and the enrollment is approved.

5. Legal Entity: Specify the name of the legal entity/company for which you want this benefit to be active.

6. Balance Carry Forward and Exceptions

○ Exception Workflow: Select the workflow that should trigger in case you want to grant an exception for enrollments and claims

7. Additional Benefit Fields

○ Benefit Specific Fields: Select the relevant benefit object. Choose Add to create a detail object. If you click on this button, the Object Definition screen appears. Enter the relevant data in the screen such as label, code and fields.

8. Useful Contact: Enter the details of the contact person for the relevant benefit. You can see this data on the Enrollment and Claim screen.

9. Benefit Documents: To upload, you must save the documents. You can see this data on the Enrollment and Claim screen.

○ Policy Documents: Enter the policy description and attach the relevant policy document.

○ Form: Attach the relevant form which the employee has to fill in.

○ Useful Links: Enter the related web links, if any.

10. Select Save.

Related Information

Quick Steps to Get Going [page 9]