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**.

1. Choose **New Benefit Plan**.
2. Enter **Plan Name**. That field is required.
3. 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.
4. Enter **Provider/Carrier** and a **Description**.
5. Turn on **Is Active** when employees can be enrolled in this plan.
6. Set **Effective From**. That date is required. Set **Effective To**, **Enrollment Start Date**, and **Enrollment End Date** when the plan has an open window.
7. Under **Eligibility**, enter **Eligibility Criteria**, **Waiting Period (Days)**, and **Applicable Employment Types**.
8. 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**.

1. Choose **New Benefit Enrollment**.
2. Choose **Employee**. That field is required. **Employee Name** fills in and stays read-only.
3. Choose **Benefit Plan**. That field is required. **Plan Type** fills from the plan and stays read-only.
4. Enter **Selected Option**. That field is required. Set **Coverage Level** to **Employee Only**, **Employee + Spouse**, **Employee + Children**, or **Employee + Family**.
5. Enter **Employee Cost (per pay period)** and **Employer Cost (per pay period)**.
6. Set **Enrollment Date** and **Effective Date**. Both dates are required.
7. Set **Status** to **Pending**, **Active**, **Terminated**, or **Waived**. Add **Termination Date** when status is **Terminated**.
8. Under **Dependents**, list **Covered Dependents**, and add **Notes**.
9. 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.**

## Next

- [Travel requests](/hrms/tax-benefits/travel)