Benefits processes
The Benefits application has these main processes: setup, defining flex plans and benefit plans, benefit plan enrollment, plan maintenance, and benefit processes. Take a closer look at what these processes involve.
Benefits setup
The Benefits Setup section is a review of the decisions required to structure your organization's use of Benefits, such as:
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Creating benefit groups
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Defining the parameters and settings that are specific to the Benefits application
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Structuring your benefit plans including setting your plan entry rule requirements
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Defining plan coverage and contributions
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Defining flex plans
Benefits plan enrollment
The Benefits Plan Enrollment section includes the processes and procedures required to enroll your employees in your benefit plans. Included are the processes to define your enrollment events and the process of maintaining enrollments.
Step enrollment for Benefits
Benefit administrators can organize the enrollment process into a sequence of steps that employees view as a workflow. Step enrollment must be enabled at the organization level and then configured.
Benefits plan maintenance
The Benefits Plan Maintenance section is a review of a variety of maintenance processes and procedures to update and maintain your organization's benefit plans.
Benefits processes
The Benefits Processes section is a review of assorted processes for your benefit maintenance needs. Included are mass create eligibility, mass enroll in default plans, and incorporating taxable income from excess life insurance.