Add an Ontario Teachers Insurance Plan (OTIP) benefit plan to employee benefits
The Ontario Teachers Insurance Plan (OTIP) benefit plan can be added to the employee benefits through the HR request process or added manually to the employee.
To manually add an OTIP benefit plan to employee benefits
Choose
, enter employees, and then choose the related link.The Employees page opens.
Select the employee for which you want to add an OTIP benefit plan to employee benefits, and then on the action bar, choose Manage View.
The Employee Card page opens.
On the action bar, choose Home > Employee Benefits.
The Employee Benefits page opens.
On the action bar, choose New.
A new row appears.
In Benefit Plan Code, specify the code that represents the benefit plan that you want to add.
In Effective Date, specify the effective date of the benefit plan for the employee.
Ensure that Not Eligible/Participating is clear.
This field indicates whether this employee is eligible for this benefit plan.
In Benefit Eligibility Date, specify the effective date of when the employee becomes eligible to use the benefit.
In Benefit FTE, specify the FTE amount that is to be used in benefit calculations.
In Benefit Annual Salary, specify the annual salary that is to be used in benefit calculations.
In ID, specify the ID to be used for the benefit plan.
For OTIP the value needs to be numeric with a maximum of 20 characters.
To specifies that the related record is blocked from being used in transactions, select the Blocked checkbox.
See also
Set up the OTIP MPL export
Set up the OTIP HRIS export
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