Set up benefit plans

Benefit plans are the specific types of employee benefits, for example, extended health care, dental, and vision. Depending on the employee’s position within the organization, different benefit accruals apply. Within your organization, you may have several different benefit plan structures. You can define the benefits plans, default rates, and payroll calculation components. These plans can then be assigned to employees automatically or manually when the employee is set up. After the plans are assigned, the assignment of the applicable benefit accruals occurs automatically.

To create a benefit plan

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

    The Benefit Plans page opens.

  2. On the action bar, choose New.

    A new row appears.

  3. In Benefit Plan Code, specify a code to represent the benefit plan.

  4. In Description, specify a description of the benefit plan.

  5. In Plan Client No., specify your organizations’ plan number.

  6. In Plan Name of Employer, specify your organization’s plan name.

  7. In Plan Provider, specify the name of the plan provider company.

Set up benefits management

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