Create or modify Life, AD&D insurance benefits

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

Before you begin

Role required: sn_hr_core.basic, or sn_hr_core.manager

About this task

Employees can ask questions about insurance benefits and request to enroll in or modify an insurance plan by submitting a request through the HR Service Portal. An insurance benefits case is opened and can be viewed and managed.

Procedure

  1. Navigate to HR Profile > Life, AD&D Insurance Benefits.
  2. Click New to open an insurance 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 Insurance 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.
    Plan ID The membership/enrollment ID number of the employee.
    Provider The life insurance company that provides the insurance benefit. Fills in when the plan is selected.
    Plan type The type of insurance plan. Fills in when the plan is selected.
    Coverage type Enter the coverage type of the plan. An example is Family Coverage or Individual Plan.

    Not all insurance plans have coverage type.

    Term The period the insurance policy covers.
    Beneficiaries Click the Lookup using list icon to search for and select contacts that are beneficiaries.
    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    End date Date when the benefit is no longer active for the employee and beneficiaries.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 insurance benefit is listed in the HR Insurance Benefits list.
  5. To modify insurance benefit data, find the existing insurance benefit in the HR Insurance 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 Insurance Benefit form opens displaying benefit name and other populated fields.
  7. Modify the form.
  8. Click Update.