Creating benefit groups

  1. Select Benefits > Set Up > Groups > Benefit Groups.
  2. Click Create. A new line is added to the table.
  3. Specify a code in the Benefit Group field. It is not required, but we recommend that the benefit group have the same name as the custom group with which it is associated.
  4. Specify this information:
    Work Assignment Group

    Select the custom group to which this benefit group corresponds. Only custom groups that are defined for the Work Assignment business class and have HCMGroupBenefits as a subject are listed.

    If you select Work Assignment Group, you cannot select Retiree Group or COBRA Participant Group.

    Retiree Group

    Similar to Work Assignment Group, this field is based on the Employee business class.

    If you select Retiree Group, you cannot select Work Assignment Group or COBRA Participants Group.

    COBRA Participant Group

    Similar to Work Assignment Group and Retiree Group.

    If you select COBRA Participant Group, you cannot select Retiree Group or Work Assignment Group. This group is based on the Participant business class.

    Description

    Specify a description for the benefit group.

    Active

    The Active status is selected by default. Clear the check box to inactivate it.

    Async Action Check Membership
    This setting determines how benefit group membership is determined by benefits processes.
    • Select Dynamic to use live dynamic data for benefits processes for this benefit group.
    • Select Saved to use saved data as of the last time the benefit group was refreshed for benefits processes. Note that the Refresh Membership process must be completed just before actions are processed to ensure accurate action results.
    Note: Refresh Membership must be run before performing an action that uses a benefit group that is configured to use saved data to ensure the accuracy of action results. See Improving performance of benefits actions.
    Last Refreshed
    This date and timestamp indicates the last time the Refresh Membership process was complete for this benefit group.
    Check Membership Seconds

    The Check Membership Seconds column indicates the number of seconds required by the Refresh Membership action to save the benefit group membership data. When the Check Membership Seconds is zero, the Refresh Membership action is still running. Saving benefit group membership can significantly improve performance of benefits actions that check benefit group membership when the benefit group is configured so that actions use saved data.

  5. Click Save.