Create or modify a benefit type

You can add or modify a benefit type using the Managed Lists module.

Before you begin

Role required: sn_hr_core.basic, or sn_hr_core.manager

Procedure

  1. Navigate to HR Administration > Managed Lists > Benefit Types.
    The HR Benefit Types list opens.
  2. Click New to open a benefit type 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 Benefit Type form
    Field Description
    Name Benefit type.
    Value Issue value name, such as benefit_401k, or basic_life.
    Type Click and select the benefit type
    Active Check to make this benefit type active and available to use.
    Requires beneficiaries Check to indicate that this benefit type requires beneficiaries to be entered when selected.
  4. Click Save. The HR Benefit Plans section appears.
  5. Click New to create a benefit plan associated with the benefit type.
  6. To modify benefit type data, find the existing benefit type in the HR Benefit Types list.
    You can use the list search menu by typing the benefit type and pressing Enter.
  7. Click the benefit type to open the form.
    The HR Benefit Type form opens displaying the benefit type and other populated fields.
  8. Modify the form.
  9. Click Update.