Enter Benefit Plans

Explanation

Use this function to enter the benefit plans that should be available to the employees. The information includes the option list, which in turn defines the available options. You may enter eligibility rules to the plan. This will control who will be able to select any of the plan options and also which plans that will be visible to whom.

A benefit plan can be entered as a Fixed Amount plan. This means that the amounts to be paid by the employees are fixed and cannot be altered by the employees. Plans to which the employees are supposed to enter an individual amount are therefore by definition Not Fixed Amount plans. For each plan you can control this behavior.

Some plans require an amount, some a percentage, and in some cases the employee can enter either an amount or a percentage. You control this per plan.     

When you let the employees request for changes in their enrollment by using the self-service feature, you have to enter the plans in a Published state. This is not necessary when not using the self-service feature.

Prerequisites

You must have entered providers and option lists.

System Effects

Benefit plans in state Published will be available in the self-service web windows.

Window

Benefit Plan

Related Window Descriptions

Benefit Plan

Procedure

1. Identify the benefit plans and providers you should include in the company benefit plan program.
2. Enter the basic provider information in the Supplier window in IFS/Enterprise.
3. Enter the providers by selecting the suppliers into the Benefit Providers window.
4. Group options in option lists in the Benefit Option List window.
5. If required, enter benefit plan categories in the Benefit Plan Categories window.
6. Enter the benefit plans in the Benefit Plan window.