[HR] How to create a Benefit Group

Steps

1. Open HR Benefit Groups from the HR module > Programs folder.
2. Enter a unique Benefit Group code.
3. Add a short description on the Info tab.
4. Save the group.
5. Go to the Benefit Codes tab.
6. For each benefit code:
7. Press F4 to select the code.
8. Check ElectiveYN if it is an elective benefit (starts Inactive and must be manually activated).
9. Repeat until all codes for the group are added.
10. Save the record.

Result

• The benefit group is now ready to be assigned to employees, and benefits will update automatically once activated.