[HR] How to create a Benefit Group

Created by Crystal Ann Harvey, Modified on Fri, 18 Jul at 11:18 AM by Crystal Ann Harvey

Benefit groups are used when multiple employees share a set of benefits. When defining a benefit group, use the Benefit Codes tab to associate a set of codes with the group. These codes can then be initialized for employees when they are hired. Once initialized, the benefits must be set as Active in order for their automatic earnings and deductions/liabilities to update.

  1. From the HR module's Programs folder, open the HR Benefit Groups form.
  2. In the Benefit Group field, enter a code that uniquely identifies the group.
  3. In the Description field on the Info tab, provide a short description of the group.
  4. Save the record, and then click the Benefit Codes tab.
  5. In the BenefitCode field, press F4 to select a benefit code to assign to the group.

    6. Check the ElectiveYN box to indicate whether this is an elective         benefit. If checked, this code is initialized as Inactive and must be             manually activated using the HR Resource Benefits form.

    7. Repeat as necessary to add all codes assigned to the group.

    8. Save the record.

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