Benefits organizations and benefit groups

This section focuses on procedures you must perform to define your benefits organization and benefit groups.

Organizations are set up in Infor HR Talent. To use them for Benefits, you must enable benefits for the organization.

See Enabling Benefits.

A benefit group identifies a group of employees, retirees, or COBRA participants who are eligible for benefits. You will likely create multiple benefit groups for multiple types of benefit plans. For example, you might create a benefit group that consists of active full-time employees and another benefit group for active part-time employees.

Each benefit group corresponds to a custom group in Infor HR Talent.

Any custom group used in benefits must have the HCMGroupBenefits subject added.

  • For employees, the custom group must be created from the WorkAssignment business class.
  • For retirees, the custom group must be created from the Employee business class.
  • For COBRA participants, the custom group must be created from the Participant business class.

You can save the membership data of the highlighted Benefit Group by selecting Actions > Refresh Membership For This Benefit Group. The Last Refreshed column indicates the last time that the Benefit Group membership was saved. You can save membership of multiple Benefit Groups by selecting Actions > Refresh Membership.

The Check Membership Seconds column indicates the number of seconds that the system took to determine benefit group membership the last time the Refresh Membership process was run.
  • When the Check Membership Seconds column is zero, the Refresh Membership action is still running.
  • Click the Check Membership Seconds column header to sort the benefit groups by the time it takes to refresh membership. This helps determine which benefit groups may be causing performance problems with the longest refresh times.

Saving benefit group membership can significantly improve performance of the benefits actions that check benefit group membership when the benefit group is configured so that actions use saved data.

Benefit groups can be configured to cause benefits actions to calculate benefit group membership dynamically or use saved data using the Async Action Check Membership field.
  • When a Benefits action uses a benefit group configured as Dynamic, the processing can be slow, but the membership of the benefit group is always accurate.
  • When a Benefits action uses a benefit group configured as Saved, the processing can be significantly faster, but membership of the benefit group is only as accurate as the last time Refresh Membership was run for that benefit group.
Refresh Membership must be run before saved data is used to ensure the accurate action results. See Improving performance of benefits actions.

For more information, including a list of subjects for custom groups, see the Infor HR Talent Setup and Administration Guide.