Steps: Set Up Benefits

Security: Set Up: Benefits
in the Benefits functional area.

Set up your benefit plans for health, insurance, and retirement savings.

Define categories of health care, health savings, retirement plans, spending account, and insurance plans. Benefit coverage types are linked to enrollment events. These events define the types of benefits that employees can gain or lose with a benefit event. Coverage types help define benefit plans.

Access the

Maintain Health Care Classifications

task.

Health care classifications refer to types of provider organizations such as PPO
, EPO
, HMO
, and DHMO
.

Define benefit coverage targets.

Create Health Care Coverage Targets.

Create Insurance Coverage Targets.

Create Benefit Providers.

Create Enrollment Events.

Identify

Events that trigger benefit gains and losses.

The coverage types an employee can lose or gain with each event.

Examples:

Open enrollment.

Termination.

Birth of a child.

Create Enrollment Event Rules.

For the enrollment events you created, define the conditions of coverage. Examples:

Coverage begin and end dates.

Increase limits.

Evidence of insurability requirements.

Waiting periods.

Set Up Benefit Electronic Signatures.

Create Benefit Eligibility Rules.

Define rules that group workers together or exclude workers from specific benefit elections.

Create Benefit Groups.

Define groups of workers for similar benefit plans and elections based on the eligibility rules.

Define benefit plans.

See Steps: Set Up Employee Benefit Plans.

Configure passive events.

Manage benefit gains and losses that result from the passage of time rather than from online changes to employee data.

See Steps: Set Up Passive Events.

Set up benefit credits and surcharges.

See Steps: Manage Benefit Credits and Surcharges.

Define cross benefit plan dependencies and rules.

Create Cross Plan Enrollment Prerequisites to make enrollment in one or more primary plans a prerequisite for enrollment in a secondary plan.

Create Cross Plan Insurance Coverage Maximums to place a coverage limit on the combined total of 2 or more insurance plans.

Create Cross Plan Insurance Percentage Maximums to limit plan coverage to a percentage of the total coverage in 1 or more other insurance plans.

Create instructional text to help workers complete their benefit enrollments.

See Set Up Benefit Enrollment Instructions.

(Optional) Set Up Auto-Enrollment for Benefit Plans that automatically enroll an employee if they don't complete their benefit elections.

Create Benefit Plan Year Definitions.

Define the collection of benefit plans that are valid for a given year or other plan period. For retirement savings, define a separate plan year if you don't have re-enrollment each year.

Set up benefit eligibility for employees that have multiple jobs.

See Steps: Set Up Multiple Jobs for Benefit Eligibility.

Configure requirements for evidence of insurability.

See Steps: Set Up Evidence of Insurability.

Set up COBRA automation for US employees.

See Steps: Set Up COBRA Automation.

Set up Affordable Care Act reporting for US employees.

See Steps: Set Up Affordable Care Act Measurements and Eligibility.

Set up individual benefit rates for private health insurance plans.

See Steps: Manage Individual Benefit Rates.

Set up open enrollment.

Steps: Set Up Open Enrollment

The Next Level: Solutions for Global Benefits