Human Resources People Management

PART 4 EMPLOYEE BENEFITS

5. Enter the policy number of this employee’s plan, or accept the default
   policy number—the employee’s Social Security number.


6. If applicable to this policy, mark Smoker if the employee or the
   employee’s spouse is a smoker.


7. The number of children that have been entered for this employee in the
   Employee Beneficiaries window will be displayed in the # of Children
   (Number of Children) field. To change that number, mark Override
   and make your changes.


8. Enter insurance amounts for the employee, spouse and children. The
   premium amount for the children will be calculated by the number of
   children multiplied by the amount.


9. Mark Override Costs if you don’t want this record to be affected by cost
   changes—such as premium increases.


10. Choose Save.
    
    
    • 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.
    
    
    
    

Enrolling an employee in a retirement plan.........................................................................

Use the Retirement Plans Enrollment window to enroll an employee in a

retirement plan. To define retirement plans, refer to Setting up a retirement

plan in Chapter 7, “Benefit Setup,” of the Human Resources Installation and

Setup manual.

If you have several active retirement funds, you can show how each

employee is splitting his or her investment among the funds by selecting

the fund and entering the amount or percentage of the employee’s

retirement plan amount that will go to that fund.

For example, suppose that Universal Industries’ retirement fund offers four

funds: A, B, C and D. Jane Smith, a Universal employee, participates in the