Benefits Administration Setup Step-by-Step

You can find details about concepts and procedures related to setup in the following chapter and in the additional noted resources.


Setup	What is required?	For more information, see
Benefit Company	You need to define company parameters that are specific to the Benefits Administration application. This chapter covers information you need to define those parameters.	Setting up a Benefits company in this user guide.
Benefit Preliminaries	You define those setting that all your benefit plans can use. Those settings are: Annual limits Insurance carriers Vesting schedule Frequency tables Benefit process order Postal code tables	Setting up Benefits preliminaries.
Flex Plan	If your company provides flex benefits or reserved spending accounts, you need to define your Flex Plans before you define your company's overall benefits	Setting up flex plans.
Benefit Plan	When defining benefit plan parameters, you are structuring the plan. Benefit plans use several different features in the Human Resources application. You use employee groups from the Human Resources application. You also use Deduction codes, Pay classes, and Pay codes from the Infor Payroll application.	Setting up Benefit Plans.
Benefit Entry Rules	The Infor Benefitw application requires plan entry rules for employee enrollment in benefit plans. Before you define entry rules, you want to define the pay class and employee groups you plan to use to calculate benefit eligibility.	Setting up benefit entry rules.
BN Plan Coverage	In each plan you can define unique coverage for different group of employees. You can also define default coverage option for a plan. If you defined your coverage option as No coverage, you do not need the information in this chapter.	Setting up benefit plan coverage.
BN Plan Contributions	There are seven different contribution types. In each plan you can define unique coverage for different group of employees. Before you can set up benefit plan contributions, you must have a benefit plan, coverage, and deduction codes defined. You cannot successfully create plan contributions without the appropriate deductions attached to the plan	Setting up benefit plan contributions.
Automation Rules	Benefit automation rules let you automate Benefit processing. This chapter focuses on those procedures that define the add, change, and terminate automation rules	Setting up automation rules.