Create or modify a dental benefit

You can add or modify a dental benefit for an employee using the HR Benefits module.

Before you begin

Role required: hr_basic, or hr_manager

About this task

Employees can ask questions about dental benefits and request to enroll in a dental insurance plan by submitting a request through the HR Service Portal. A dental benefits case is opened and can be viewed and managed at HR - Benefits > Case Management.

Procedure

  1. Navigate to HR - Benefits > Benefits > Dental Benefits.
    The HR Dental Benefits list opens.
  2. Click New to open a dental benefits record.
  3. Complete the form. (The fields you see on the form depend on how the form is configured and what fields are selected to display.)
    Table 1. HR Dental Benefit form
    Field Description
    Name The name of the benefit.
    Employee The user who requested enrollment. Click the lookup icon and select the user.
    Provider Insurance provider.
    Details Any details about the benefit.
    Paycheck deduction amount Dollar amount deducted from the employee paycheck toward the benefit.
    Beneficiaries Family members eligible for the benefit.
    Start date Date when the benefit is active for the employee and beneficiaries.
    End date Date when the benefit is no longer active for the employee and beneficiaries.
  4. Click Submit.
    The dental benefit is listed in the HR Dental Benefits list.
  5. To modify dental benefit data, find the existing dental benefit in the HR Dental Benefits list.
    You can use the list search menu by typing the employee name and pressing Enter.
  6. Click the dental benefit to open the form.
    The HR Dental Benefit form opens displaying benefit name and other populated fields.
  7. Modify the form.
  8. Click Update.