Benefits Enrollment Setup
Use this selection on the Administration menu to set up benefit types for use in the Annual Benefits Enrollment task in Employee Access Center.
Add a Benefit Type
- Select Benefits Enrollment Setup from the Administration menu to display the Benefits Type Maintenance page.
- In the Benefit Type Code field beneath Add a New Benefit Type, enter a code to identify the benefit type. You may use up to four characters including letters and numbers.
- Click Next.
- In the Update Benefit Type page, complete the fields. For descriptions, refer to the Fields section.
- Click Next.
- In the Link Job Classes for Benefit Type page, select the boxes that apply. Use the Select All and Clear All buttons as needed.
- Click Next to display the Benefit Sub-Type Maintenance page.
- As needed, click the Add a New Sub-Type button to add a sub-type to the new benefit type. Complete the additional fields that display, and then click Save.
Repeat this for each sub-type you need to add. You can also delete a sub-type by clicking Edit, > Delete > Yes. - Click Finish to save the benefit type record.
Change a Benefit Type
- Select Benefits Enrollment Setup from the Administration menu to display the Benefits Type Maintenance page.
- In the Edit an Existing Benefit Type field, select the benefit type you want to change.
- Click Next.
- In the Update Benefit Type page, change the fields as needed.
- Click Next.
- In the Link Job Classes for Benefit Type page, select or clear boxes as needed.
- Click Next to display the Benefit Sub-Type Maintenance page. The page lists any existing sub-types for the current benefit type.
- As needed, click the Add a New Sub-Type button to add a sub-type to the benefit type. Complete the additional fields that display, and then click Save.
Repeat this for each sub-type you need to add. You can also delete a sub-type by clicking Edit, > Delete > Yes. - Click Finish to save your changes.
Delete a Benefit Type
- Select Benefits Enrollment Setup from the Administration menu to display the Benefits Type Maintenance page.
- In the Edit an Existing Benefit Type field, select the benefit type you want to change.
- Click Delete.
- In the confirmation dialog, click Yes to delete the benefit type and any sub-types associated with it.
Fields
Benefits Type Maintenance Page
Field | Description |
---|---|
Edit an Existing Benefit Type | Select a benefit type from the list of existing benefit type records. |
Benefit Type Code | If you are adding a benefit type, enter a previously unused code in this field. You can use up to four characters, including letters, numbers, or a combination of the two. |
Update Benefit Type Page
Field | Description |
---|---|
Title | Enter a title describing the benefit type, for example, HEALTH CARE or 401K. |
Employee Enters Annual Amount? | Select this checkbox if the employee can enter a specific annual amount for the benefit. This can be used if a weekly or monthly amount applies, though the employee will need instructions on determining the total for a year. |
Minimum Deduction Amount (Annual) | Enter the smallest amount that can be deducted annually for a benefit. |
Maximum Deduction Amount (Annual) | Enter the largest amount that can be deducted annually for a benefit. |
Order Shown | Select a number from 1 to 50 indicating the location of the benefit type in the listing of benefits. |
Link Job Classes for Benefit Type Page
Field | Description |
---|---|
Job Class Checkboxes | Select a box to link the job class indicated to the benefit type record. These checkboxes enable you to include or exclude benefits for certain employees based on their job classes.
|
Benefit Sub-Type Maintenance Page
Field | Description |
---|---|
Plan Title | Enter the title of the plan, for example, Supplemental Coverage. |
Coverage Group | Enter the name of the coverage group where this sub-type would apply. Because the Plan Title and Coverage Group combine to identify the sub-type, do not modify either field. If you want to change these fields while updating a sub-type, enter a new sub-type instead using the appropriate Plan Title-Coverage Group combination. As needed, you can then delete the original record. |
Associated Deduction | From the field's drop-down list, select the deduction that applies to this sub-type. The listing includes records from the Deductions table in PowerSchool ERP. |
Show For | Determines whether the sub-type should display based on an employee's full-time or part-time status. Select: Part Time - If the sub-type only applies to part-time employees. |
Deduction No Longer Used | Select the checkbox to set the sub-type's status to inactive. |
New Hire Active Date | Determines when the sub-type should be available relative to a newly-hired employee's active date. Select: Immediately - The sub-type would become available as soon as its record is saved. |
Associated Question Set | Identifies the question set tied to the sub-type. Select the question set's code from the drop-down list. |