Benefit Assignments

Related Topics

Employee Benefits Detail (Benefit Plans)

Entries on validation tables define Benefit Plans in the system. Benefit plans can be set up to include group insurances, such as life or medical insurance, and paid time-off plans (PTOs) with accruals such as vacation days or sick days with paid time-off. To see how a benefit plan with hourly accruals is set up, see the "Payroll Accruals" topic.

Each benefit plan only becomes available as a Benefit Code on the Employee Benefits Detail after it is set up on the Benefits Codes Table.

Per Employee: To enroll employees in benefit plans or to verify existing plans, go to the Employee Benefits Detail screen. From the Employee Benefits Detail screen, a new benefit plan can be added for an employee and current plans can be terminated with pre-determined Termination Dates.
Per Benefit Package: Benefit (Package) Profile can be assigned to the new employee during the Employee New Hire Wizard’s process. Once the Employee New Hire Wizard's process is completed, users can no longer automate the assignment of benefits to an employee through a Benefit Profile assignment. If no Benefit Profile was assigned to a new employee, enter each of the employee's benefits directly on the Employee Benefits Detail.