Infor HR Talent Benefits Management User Guide

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Overview of Benefits

Before you start

Benefits application

Benefits processes

How Benefits interfaces with other Infor HR Talent modules

Interfacing data

Target audience

Related documentation

Setup prerequisites

Enabling Benefits

Step enrollment overview

Overview of setup

Benefits organizations and benefit groups

Creating benefits organizations

Creating benefit groups

Improving performance of benefits actions

Checking benefit group membership

Viewing benefit groups by resource

Actor Organization Unit security for Benefits

Requirements for using the ActorOrgUnitBenefitAdministrator_ST role

Configuring benefits dates

Setting up benefits dates to an organization

Adding benefits dates to a pay period

Enabling Cycles Remaining on a benefit plan

Enrolling an employee in a benefit plan

Opening an enrolled employee benefit plan

Viewing adjustment variables

Viewing benefits dates on pay periods

Setting up benefits preliminaries

Creating benefits reasons

Creating coverage option tables

Copying coverage option tables

Creating annual limits

Creating providers

Creating rate tables

Creating group life rate tables

Copying rate tables

Vesting schedules

Defining vesting schedules

Deduction codes

Creating deduction codes

Creating pay codes

Defining pay classes

Pay summary groups and pay summary relations

Defining pay summary groups

Defining pay summary group relations

Payment schedules

Updating benefit cycles remaining

Frequency tables

Creating frequency tables

Benefit categories

Creating benefit categories

Creating dependent relationships

Creating eligibility surveys

Creating primary care physician codes

Creating custom computes

Creating calculations

Creating benefits information topics

Email templates

Types of email templates

Loading delivered email templates

Creating enrollment templates

Creating employee benefit templates

Creating ACA compliance document email template

Creating employee flex period templates

Creating benefits information templates

Setting up email automation

Sending email notifications

Mass sending email notifications

Document templates

Creating document templates

Home page for benefits managers

Adding links to the home page

Step enrollment

Enabling step enrollment

Verifying the customer update action has run

Configuring introductory settings

Affordable Care Act

Enabling organizations for ACA reporting

Setting up ALE members

Setting up ALE member groups

Setting up ACA hours measurement

Creating ACA measurement periods

Setting up ACA hours reasons

Enabling benefit plans for ACA reporting

Creating ACA offers

Determining ALE members for ACA hours

Assigning individuals to an ALE member

Importing ACA external resource information

Viewing ACA information by resource

Creating ACA individual data reports

Creating ACA resources reports

Creating ACA hours reports

Creating ALE member assignment reports

ACA IRS reporting

System configuration for IRS reporting

Configuring file storage for IRS reporting

Using FTP for resource print file storage

IRS employee reporting

Creating IRS employee reporting

IRS employer reporting

Creating IRS employer reporting

Enabling ACA reporting

Configuring the ACA dashboard

Accessing the ACA dashboard as an integration architect

Access to ACA dashboard

Creating the ACA 1095-B and 1095-C print files

Viewing the ACA 1095-B and 1095-C print files

Viewing multiple ACA 1095-B and 1095-C print files

Benefits health coverage compliance documents

Purging compliance documents

Mass purging compliance documents

Defining compliance components

Generating health coverage compliance documents

Flex plans setup

Overview of flex plan setup

Flex credits and flex credit records

Issuing and structuring flex credits

Unspent flex credits

Creating spending account-only flex plans

Creating full flex plans

Creating flex credit records

Creating flex credits based on salary

Creating flex credits based on age

Creating flex credits based on years of service

Creating flex credits based on number of dependents

Creating flex credits based on lifestyle

Copying flex credits

Benefit plan setup

Essential benefit plan information

Benefit type attributes

Deductions and benefit plans

Benefit plan eligibility

Prerequisites for benefit plans

Defining prerequisites for benefit plans

Defining prerequisite benefit plans

Restricted benefit plans

Benefit plans requiring imputed income

Enabling imputed income for benefit plans

Creating benefit plans

Creating basic benefit plans

Creating pre-tax and after-tax benefits plans

Copying a benefit plan

Creating benefit plans under a flex plan

Creating deductions in benefit plans

Defining vesting and covered compensation information

Defining investment options

Defining benefit plan export details

Entry and termination rules

Benefit entry rules

Entry rule types

Entry rules for initial enrollment and re-enrollment

Creating entry rules

Creating waiting period entry rules

Creating change entry rules

Creating life event entry rules

Termination rules

Termination rules and how they are applied

Creating termination rules

Benefit plan coverage setup

Evidence of Insurability (EOI)

Contribution and coverage types that work together

Creating benefit plan coverage

Creating coverage limits across plans

Benefit plan contribution setup

Benefit contributions

Contribution types

Contribution calculations

Employer match contributions

Flex plan contributions

Calculation types

Calculating contributions based on salary

Calculating contributions based on age

Calculating contributions based on years of service

Reviewing adjustments

Calculating adjustments for contributions

Creating contribution plan rules

Creating options amount contribution rules

Creating options amount range contribution rules

Creating flat contributions rules

Creating salary or coverage rate table contribution rules

Creating salary or coverage rate table contribution rules for life plans

Creating contribution limits rules

Creating match limit schedule contribution rules

Creating match percent schedule contribution rules

Creating contribution limits rate table rules

Enrollment event setup

Creating enrollment groups

Creating enrollment group rules

Creating organization rules

Enrollment events

Creating open enrollment events

Creating life events

Copying an enrollment event

Creating enrollment rules

Copying an enrollment rule

Managing enrollment events

Open enrollments and life events

Accessing enrollment view

Enrolling an individual

Changing the enrollment period

Mass creating enrollments

Troubleshooting mass creating enrollments

Mass finalizing enrollments

Mass stopping enrollments

Mass purging enrollments

Mass sending emails

Reevaluating eligibility for enrollments

Viewing and managing an employee's enrollment events

Changing the date in a life event

Viewing the total enrollments for an enrollment event

Adding enrollment confirmation documents

Maintaining eligibility

Eligibility date

Eligibility records

Mass creating eligibility records

Deleting mass create eligibility errors

Manually creating eligibility records by benefit plan

Creating eligibility records for employees

Benefit plan enrollment

Completing the enrollment form

Mass enrollment into default plans

Mass enrolling employees into default plans

Benefit maintenance

Overview of benefit maintenance

Benefits maintenance terms

Manual eligibility

Enrollment statuses

Flex plan maintenance

Flex credit records

Mass creating employee flex credit records

Manually creating flex credit records for employees

Recalculating flex credits

Manually creating flex credit records for full flex plans

Standard time records and flex plans

Manually creating adjustments to flex plans

Benefit maintenance by benefit plans

Maintaining benefits by benefit plans

Benefit maintenance by employees

Maintaining benefits by employees

Beneficiary designation

Designating beneficiaries for employees

Designating beneficiaries for benefit plans

Updating beneficiaries outside of enrollment processes

Setting employee spouse as notarized

Designating investment distributions

Designating investment distributions by employee

Designating investment distributions by benefit plan

Payroll deductions

Creating standard deductions by employee

Creating standard deductions by benefit plan

One time deductions

Creating one time deductions by employee

Creating one time deductions by benefit plan

Creating one time deductions to an existing standard deduction by employee

Creating one time deductions to an existing standard deduction by benefit plan

Evidence of insurability records

Viewing and managing evidence of insurability records

Approving or declining evidence of insurability

Creating medical support orders

Employee Enrollment Updates process

Updating employee enrollments

Deleting processed update transaction records

Benefit plan updates process

Updating benefits for single plans

Updating benefits for multiple plans

Viewing total of eligible and enrolled

Viewing benefit plan status reports

Updating frequency tables

Calculating life insurance reportable income

Updating dependent benefits stop dates

Removing benefit stop dates

Documents for benefits enrollment and stop of benefits

Attaching documents with template to employee benefit enrollments

Attaching documents to an employee benefits enrollment

Attaching documents with template to benefit plan enrollments

Attaching documents to benefit plan enrollments

Creating templates for benefits enrollment or stop of benefits documents

Configuring document templates on termination rules

Creating documents automatically to stop employee benefits

Creating documents manually to stop employee benefits

Creating documents manually to enroll employee benefits

Creating documents manually without changing employee benefits

Viewing the document template on the employee's enrollment

Viewing the document template on the employee's profile

Benefits standard reports and lists

Creating benefit plan reports

Creating reports by resources

Creating dependent benefits reports

Creating benefit exception reports

Creating benefit groups reports

Creating key employees reports

Creating highly compensated employees reports

Creating top heavy reports

Creating ADP/ACP test reports

Creating minimum coverage test reports

Creating minimum coverage classification test reports

Creating contribution reports

Distributing benefits information

Creating notifications for evidence of insurability

Creating notifications for ending benefits

Configuring the HIPAA 834 report

Resource benefit export records

COBRA benefit plans

Creating COBRA occurrence types

Creating COBRA events

COBRA participants

Creating COBRA participants manually

Creating occurences to COBRA participants

Creating COBRA participants from an employee's dependent

COBRA enrollment

COBRA eligibility dates

COBRA start dates

COBRA events and open enrollments

Accessing COBRA enrollment view

Manually enrolling a COBRA participant

Mass creating COBRA enrollments

Uploading data for COBRA enrollments

Mass sending emails to COBRA enrollees

Viewing and updating COBRA participant enrollments

COBRA benefit maintenance

Opening benefits by COBRA participants

Creating deductions to COBRA participants

Attaching documents to COBRA benefit enrollments

Creating COBRA benefit export records

Finalizing the benefits of COBRA participants

Creating documents manually to stop the benefits of COBRA participants

Creating documents manually for COBRA participants without change in benefits

Viewing the document template on a COBRA participant's enrollment

Viewing the document template on a COBRA participant's profile

Creating COBRA enrollment templates

Creating COBRA participant benefit templates

Benefits with Infor HR Management Payroll

Calculating employer match deductions

Links
docs.infor.com
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