Benefits is where you define the plans the company offers and record who is enrolled. Open Benefit Plan and Benefit Enrollment under Travel & Benefits.
Search Benefits to open the benefits page. The title is Benefits and the subtitle reads Configure benefit plans and track employee enrollments. The shortcuts are Benefit Plans and Benefit Enrollments.
Create a benefit plan
The list title is Benefit Plans. The column is Name. Search reads Search.... An empty list is titled No benefit plans yet and reads Define health, dental, and other benefit offerings. Choose New Benefit Plan.
- Choose New Benefit Plan.
- Enter Plan Name. That field is required.
- Set Plan Type to one of Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Disability Insurance, 401(k) / Retirement, Health Savings Account (HSA), Flexible Spending Account (FSA), Paid Time Off, or Other. That field is required.
- Enter Provider/Carrier and a Description.
- Turn on Is Active when employees can be enrolled in this plan.
- Set Effective From. That date is required. Set Effective To, Enrollment Start Date, and Enrollment End Date when the plan has an open window.
- Under Eligibility, enter Eligibility Criteria, Waiting Period (Days), and Applicable Employment Types.
- Choose Create Benefit Plan.
The confirmation is Benefit Plan created. Open the saved plan and choose Submit. The confirmation is Submitted. Submit failed leaves the plan unsubmitted. After it is submitted, Cancel says Cancelled.
Enroll an employee
The list title is Benefit Enrollments. Columns are Name and Status. Search reads Search.... An empty list is titled No benefit enrollments yet and reads Enroll employees in benefit plans during open enrollment. Choose New Benefit Enrollment.
- Choose New Benefit Enrollment.
- Choose Employee. That field is required. Employee Name fills in and stays read-only.
- Choose Benefit Plan. That field is required. Plan Type fills from the plan and stays read-only.
- Enter Selected Option. That field is required. Set Coverage Level to Employee Only, Employee + Spouse, Employee + Children, or Employee + Family.
- Enter Employee Cost (per pay period) and Employer Cost (per pay period).
- Set Enrollment Date and Effective Date. Both dates are required.
- Set Status to Pending, Active, Terminated, or Waived. Add Termination Date when status is Terminated.
- Under Dependents, list Covered Dependents, and add Notes.
- Choose Create Benefit Enrollment.
The confirmation is Benefit Enrollment created. Submit files the enrollment and says Submitted. Submit failed leaves it unsubmitted.
A missing required field names itself, for example Plan Name is required or Selected Option is required, and the record is not created. Save with nothing new says No changes to save. A failed save says Save failed. Your edits are still here.