Benefits Administration Setup Step-by-Step

This table shows the requirements and related topics to setup the Benefits Administration application:

Setup Requirement Related topics
Benefit Company You must define company parameters that are specific to the Benefits Administration application. Benefits company
Benefit Preliminaries

You define those setting that all your benefit plans can use. These are the available settings:

  • Annual limits
  • Insurance carriers
  • Vesting schedule
  • Frequency tables
  • Benefit process order
  • Postal code tables
 Set up Benefits preliminaries.
Flex Plan If your company provides flex benefits or reserved spending accounts, you must define your Flex Plans before you define your company's overall benefits. Set 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 can also use Deduction codes, Pay classes, and Pay codes from the Infor Payroll application. Set up Benefit Plans.
Benefit Entry Rules The Infor Benefit application requires plan entry rules for employee enrollment in benefit plans.

Before you define entry rules, define the pay class and employee groups you plan to use to calculate benefit eligibility.

 Set up benefit entry rules.
BN Plan Coverage In each plan you can define unique coverage for different group of employees. You can also define the default coverage option for a plan. If you defined your coverage option as No coverage, you cannot use the information in this chapter. Set up benefit plan coverage.
BN Plan Contributions There are 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.

 Set up benefit plan contributions.
Automation Rules Benefit automation rules helps you automate Benefit processing. This chapter focuses on those procedures that define the add, change, and terminate automation rules. Setting up automation rules.