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Administrator Guide
Last Updated: 2024-09-20
Create Benefit Providers

Create Benefit Providers

  • Define benefit provider identifier types with the
    Maintain Benefit Provider Identifier Types
    task. Example: Medical, Dental, or Retirement Savings.
  • Define electronic signature text.
  • Create an integration system for the provider.
  • Security:
    Set Up: Benefits
    in the Benefits functional area.
You can set up health care, insurance, or retirement planning providers and map them to the appropriate benefit plans.
You can't change a provider after creating a benefit plan. Create a new plan with a different provider.
  1. Access the
    Create Benefit Provider
    task.
  2. As you complete the task, consider:
    Option Description
    Carrier URL
    Select the carrier website link to display additional plan or enrollment details.
    Electronic Signature
    Select the electronic signature text to display at the end of benefit election pages. The statement informs employees that their name and password are valid electronic signatures.
    Benefit Program Partner
    Select to create benefit program cards for this provider.
Access the
Create Benefit Plan
task to associate the provider to benefit plans.