How do I Enroll Employees into Benefit Plans?

An employee is eligible for a plan if he or she has met the plan's employee group and or benefit postal code eligibility criteria. You enroll eligible employees by creating employee benefit records. Each employee benefit record includes specific information about an employee's enrollment in a particular benefit plan, including effective dates, coverage level, and contribution amount.

After you have set up your benefit plans and established employee flex credit records for those employees who may enroll in flex benefits, you are now ready to perform an initial enrollment of employees. You can enroll employees into benefit plans using the following methods:

  • Automatically enroll eligible employees in default plans with the appropriate default coverage and default contribution

  • Manually enroll multiple employees in plans or enroll one employee in multiple plans

  • Using Employee Self-Service via the web, where the employees can enroll themselves

When you enroll an employee into a benefit plan, employee and company deductions are created. The benefit's start and stop dates are used to control the deductions. For flex benefit plans, the application creates or updates an employee's standard time record.

For more information on employee standard time records, see the Infor Payroll User Guide.