Create or modify a health benefit

You can add or modify a health benefit for an employee using the Health Benefits module.

Before you begin

Role required: sh_hr_core.basic, or sn_hr_core.manager

About this task

Employees can ask questions about health benefits and request to enroll or modify a health insurance plan by submitting a request through the HR Service Portal. A health benefits case is opened and can be viewed and managed at HR Profile > Health Benefits.

Procedure

  1. Navigate to HR Profile > Health Benefits.
  2. Click New to open a health benefit record.
  3. Complete the form. (The fields you see depend on how the form is configured and what fields are selected to display.)
    Table 1. HR Health Benefit form
    Field Description
    Plan The name of the insurance plan. Click the Lookup using list icon and select the plan for the employee.
    Employee The user who requested enrollment. Click the Lookup using list icon and select the user.
    Benefit type The type of health benefit plan selected. Fills in when the plan is selected.
    Provider The health care company that provides the health benefit plan. Fills in when the plan is selected.
    Plan type The type of health benefit plan. Fills in when the plan is selected.
    Plan ID The membership/enrollment ID number of the employee.
    Coverage type The type of health coverage the plan provides to the employee.
    Enrollment form The enrollment form the employee attached for enrollment or modification.
    Who is covered List of family members of the employee covered under the health 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    End date Date when the benefit is no longer active for the employee and beneficiaries.
    Employer Contribution (per paycheck) Dollar amount employer contributes to plan per paycheck.
    Employer Contribution (per year) Dollar amount employer contributes to plan per year.
    Employee Contribution (per paycheck) Dollar amount employee contributes to plan per paycheck.
    Employee Contribution (per year) Dollar amount employee contributes to plan per year.
  4. Click Submit.
    The health benefit is listed in the HR Health Benefits list.
  5. To modify health benefit data, find the existing health benefit in the HR Health Benefits list.
    You can use the list search menu by typing the employee name and pressing Enter.
  6. Click the health benefit to open the form.
    The HR Health Benefit form opens displaying benefit name and other populated fields.
  7. Modify the form.
  8. Click Update.