Benefits Basic Data Requirements—Exercises
Main Exercises
Entering benefit plan providers
Purpose: The purpose of this lesson is to show you how to
enter benefit plan providers.
Windows:
Supplier
Benefit Providers
-
Open the Supplier window.
-
Enter a Supplier ID and Name, which is the minimum required
information.
-
Or, open the Benefit Providers window.
-
And use the zoom function from the Provider ID field.
Entering benefit plan categories
Purpose: The purpose of this exercise is to show you
how to enter the benefit plan category.
Windows:
Benefit Plan Categories
- Open the Benefit Plan Categories window.
- Enter a few categories, e.g., Medical, Vision, Dental, etc.
- Open the Benefit Plan window and use the LOV for the Benefit
Category field.
- In the Benefit Plan Categories window, set a category to
obsolete by selecting the Obsolete checkbox.
- Go back to the Benefit Plan window and use the LOV again.
Entering benefit plan option lists
Purpose: The purpose of this exercise is to show you
how to define the option lists used for various kinds of benefits.
Windows:
Benefit Option List
- Open the Benefit Option List window.
- Enter a new option list together with a description, e.g., "Standard" and
"Standard options".
- Enter a couple of option items, e.g., "Employee only", "Employee +
spouse", "Employee + children", "Family", and "Waiver".
- For each option item, select the Involves Dependent checkbox as
appropriate.
- For each option item, select one of the predefined Paycheck Effect values
from the list box.
Entering qualifying events
Purpose: The purpose of this exercise is to show you
how to enter the qualifying events used in the benefit plan self-service
functionality.
Windows:
Qualifying Events
- Open the Qualifying Events window.
- Populate the window and check for any predefined information.
- If appropriate, enter your own qualifying events.
- You may set your own defined events to obsolete by selecting the check
box. This will remove the event from any List of Values window.