Benefits
Use this option to create benefit records for posting to your database on a future date. You also can update, print, and delete records that have not yet been posted.
In the Human Resources System, benefits information is stored in the Employee Deductions page. The page can be accessed using the Deductions item in the Payroll Information group on the Employee Information page's Action Bar.
The Benefits option is also used in conjunction with the Employee Access Center, a web-based system that enables employees to add and change benefit records. If you have this system installed, you can use the Benefits option to review, update, and post employees' open enrollment benefit records.
To generate a report listing the records in the batch file, click the Print icon. The Future Benefit Info report's default file name is bdeduct.rpt. For the procedures to follow for using the Effective Benefit Changes page, refer to Periodic Processing - Effective Date Changes.
Menu Path
From the Human Resources menu, select Periodic Routines. From the Periodic Processing menu, select Effective Date Changes, then select Benefits.
Fields and Descriptions
Following are the fields unique to the Effective Benefit Changes page. For information on the page's other fields, refer to Employee Deductions Page.
Field | Description |
|---|---|
Effective Date | Date that the record should become effective. When you run the Post option, the system posts batch records that either match or precede this date. Posting also depends on whether the Post? field is selected. |
Post? | Checkbox indicating whether the batch record should be posted based on the Effective Date entered. Select the box to enable posting. Leaving the box blank prevents the record from being posted. |
Open Enrollment | Checkbox indicating whether the record is referred to as an open enrollment record, meaning it either originated in or can be retrieved through the Employee Access Center. If the box is not selected, the record is referred to as a non-enrollment record, in which case it cannot be accessed by the employee. |
You must have the proper security resources to access the Dependent SSN field in the Benefits option. In addition, the field's display depends on a setting in the Human Resources Profile.