[HR] How to create a Benefit Code

The HR Resource Benefits process is designed to define, manage, and track benefit information for employees and their dependents. Benefits are identified using Benefit Codes, which can be assigned individually to resources or applied in bulk through initialization. Once benefits are initialized, the information can be synchronized with the Payroll module for processing.

Setting Up Benefit Codes

The HR Benefit Codes form is used to create and configure Benefit Codes, which represent specific types of benefits such as life insurance, health insurance, disability coverage, or 401(k) plans.

Steps to Set Up a Benefit Code:

1. Navigate to the HR module and open the Programs folder.

2. Launch the HR Benefit Codes form.

3. In the Benefit Code field, enter a unique code to identify the benefit.

4. Complete the relevant details across the following tabs, as applicable:

   • Info

   • Benefit Options

   • Earnings Codes

   • Deduction/Liability Codes

   • Notes