Set up benefit groups

A benefit group is a collection of benefit plans. After you set up benefit groups, you can set up the benefit group plans that belong to the benefit group. For more information about benefit group plans, see Set up benefit group plans.

To create a benefit group

  1. Choose Lightbulb that opens the Tell Me feature., enter benefit groups, and then choose the related link.

    The Benefit Groups page opens.

  2. On the action bar, choose New.

    A new row appears.

  3. In Benefit Group Code, specify a code to represent the benefit group.

  4. In Description specify a description of the benefit group.

  5. If required, to block the benefit group, select the Blocked checkbox.

To assign a benefit group to an HR position

  1. Choose Lightbulb that opens the Tell Me feature., enter hr positions, and then choose the related link.

    The HR Positions page opens.

  2. Select the HR Position for which you want to assign a benefit group, and then on the action bar, choose Manage > Edit.

    The HR Position Card page opens.

  3. On the General FastTab, in Benefit Group Code, specify the code that represents the HR category that you want to assign.

Set up benefits management

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