Create or modify disability insurance benefits

You can add or modify a disability insurance benefit for an employee using the Disability Insurance Benefits module.

Before you begin

Role required: sn_hr_core.basic, or sn_hr_core.manager

About this task

Employees can ask questions about disability insurance benefits or be enrolled in or modify their disability insurance program. A disability insurance benefits case is opened and can be viewed and managed.

Procedure

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    End date Date when the benefit is no longer active for the employee and beneficiaries.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