Benefit Tables Procedures

The Employee Benefits System uses the following tables to reference information in employee benefit records, including both regular benefits and COBRA benefits.

Benefit Codes Table allows you to add, change, and delete benefit records. To add a record, you can either create a new record or copy information from records in the Deductions table in the Human Resources System.

Notification Types Table allows you to define the types of notices sent to employees regarding their benefits. These codes are entered in the benefits records assigned to employees in the Employee/Information option. They also apply to the COBRA Information options.

Qualifying Events Table allows you to define and code events related to an employee's or dependent's eligibility for COBRA benefits, such as a marriage, birthday, graduation, or retirement. These codes are entered in the COBRA Information page.

Menu Path:  Benefits > Reference Tables > Benefits > select a table option

Following are procedures for listing, adding, updating, deleting, and printing table records.

Listing table records

1. Select Benefits > Reference Tables > Benefits.

2. Select a table option.

3. In the Search Criteria section of the page that displays, enter criteria identifying the records to list, and then click Find.

4. In the List section, select a record to display its data in the Detail section.

These are also the initial steps in the procedures for updating, deleting, and printing table records.

Adding records to an Employee Benefits table

1. Select Benefits > Reference Tables > Benefits.

2. Select a table option.

3. In the page that displays, click Add New to access the Detail section at the bottom of the page.

4. Assign a code, and then complete the remaining fields.

5. Click OK to save the record.
   Depending on the page's Continuous checkbox, one of the following occurs:
   

   • If the box is blank, you return to the List section.

   • If the box is selected, you return to the Benefit field so you can add another record. Repeat Steps 4-5 for each additional dependent. To end the process, click Back.

Updating table records

1. Select Benefits > Reference Tables > Benefits.

2. Select a table option.

3. In the Search Criteria section of the page that displays, enter criteria identifying the records to list, and then click Find.

4. In the List section, select the record to update, and then click OK.

5. In the Detail section, change the record's values as needed. You cannot change a record's code.

6. Click OK to save the record.
   Depending on the page's Continuous checkbox, one of the following occurs:
   

   • If the box is blank, you return to the List section.

   • If the box is selected, the system displays the next record from the list. You can update the record if needed, or proceed to the next record by clicking OK.
     If the current record is the last record on the list, clicking OK returns you to the List section. You also can end the process at any point by clicking Back.

Deleting table records

1. Select Benefits > Reference Tables > Benefits.

2. Select a table option.

3. In the Search Criteria section, enter criteria identifying the records to list, and then click Find.

4. In the List section, select the record to delete.

5. Click Delete.

6. In the Confirmation dialog, click Yes.
   If needed, you can delete the next record in the List section by repeating Steps 5-6.

Generating a table report

1. Select Benefits > Reference Tables > Benefits.

2. Select a table option.

3. In the Search Criteria section, enter criteria identifying the records to list, and then click Find.
   To run a report that includes all records in the table, skip this step.

4. Click Print.

5. In the Print window, specify how to generate the report, and then click OK.