PART 4 EMPLOYEE BENEFITS
- Enter or select an employee ID.
- Enter or select a benefit name and select a benefit status.
- Enter the policy number of this employee’s plan, or accept the default
policy number—the employee’s Social Security number. - Major Medical Coverage and Maximum Out-of-Pocket fields will be
the default entries from the Health Insurance Definition window. You
can enter additional information or make changes to the existing
records.
The Eligibility Date will be calculated automatically. Eligibility date is
calculated from the employee’s hire date in the Employee Maintenance
window and adding the number of days you entered in the Waiting
Period field in the Health Insurance Definition window.- Enter the beginning date and the ending date for the health insurance
plan. If it’s a continuous plan, leave the ending field blank. - Mark Override Costs if you don’t want this record to be affected by cost
changes—such as premium increases. - Assign a copayment code and enter or change the copayment code
amount, if necessary. If you assigned copayment codes in the Health
Insurance Setup window, these codes will be displayed. - Choose Save. Depending on the Benefit Preferences you selected, a
message might appear, giving you the option to post the benefit
eligibility date to the To-Do List. For more information, refer to Setting
up benefit preferences in Chapter 7, “Benefit Setup,” of the Human
Resources Installation and Setup manual.- If you marked Payroll View for Human Resources in the User
Setup window, a message will appear to indicate that you must set
up the corresponding codes in Payroll to complete the integration. - If you didn’t mark Payroll View for Human Resources in the User
Setup window, the benefit enrollment will be incomplete. Use the
Reconcile Human Resources window to update the benefit
definitions.
- If you marked Payroll View for Human Resources in the User