Create a new benefit

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This task will show you how to create benefit elements which will be used when creating a new benefit. The demo data company used to create this task is USMF. This task is intended for a Compensation and Benefits manager.

Create benefit elements

  1. Go to Human resources > Benefits > Setup > Benefit elements.
  2. Click New.
  3. In the Type field, Enter the name of the type of benefit you are creating..
  4. In the Description field, type a value.
  5. In the Concurrent enrollment field, select an option.
    • To restrict employees' ability to enroll in multiple medical plans, select One enrollment per type.
  6. In the Payroll category field, select an option.
  7. Click the Plans tab.
  8. Click New.
  9. In the Plan field, type a value.
  10. In the Description field, type a value.
  11. In the Type field, enter or select a value.
  12. In the Payroll impact field, select an option.
  13. Click Save.

Create a benefit

  1. Close the page.
  2. Go to Human resources > Benefits > Benefits.
  3. Click New to open the drop dialog.
  4. In the Plan field, enter or select a value.
  5. In the Option field, enter or select a value.
  6. In the Effective field, enter a date and time.
  7. Click Create benefit.