Create or modify a benefit plan

You can add or modify a benefit plan and provider using the Benefit Plan for under Managed Lists. The plan name is a combination of the provider and plan type.

Before you begin

Role required: sn_hr_core.basic, or sn_hr_core.manager


  1. Navigate to HR Administration > Managed Lists > Benefit Plans.
    The HR Benefit Plans list opens.
  2. Click New to create a benefit plan or on an existing plan to edit.
  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 Plan form
    Field Description
    Plan name The name of the benefit plan.

    This field is a combination the Provider name and Plan type.

    After you enter a Provider and Plan type, this field fills in.

    Provider Click and select the name of the benefit provider. For new providers, click the Reference field icon to enter details about the provider.

    This field combines with Plan type to create the Plan name.

    Benefit type The type of insurance or financial services provided.
    Plan type The name of the specific insurance or financial services plan offered by the provider.

    The Plan type combined with the Provider name make up the Plan name.

    Active Check to make this benefit plan active and available to use.
    Plan administrator Click and select the company representative responsible for this benefit plan. The plan administrator is the person that communicates directly with the provider, understand the details of the benefit plan, and can be a point-of-contact for questions or
    Plan URL Click and enter the website or link to the benefit plan.
  4. Click Save to stay on the HR Benefit Plan form or Update to return to the HR Benefit Plans list.