Add or modify benefit types
Benefit types are benefits offered by your company and the associated table.
Before you begin
Role required: sn_hr_core.basic, or sn_hr_core.manager
You can add or modify a benefit type using the Managed Lists module.
Procedure
Navigate to All > HR Administration > Managed Lists > Benefit Types.
The HR Benefit Types list opens.
Click New to create a benefit type or on an existing benefit type to edit.
Complete the form.
(The fields you see depend on how the form is configured and what fields are selected to display.)
| Field | Description |
|---|---|
| Name | Benefit type. |
| Value | Issue value name, such as benefit\_401k, or basic\_life. |
| Type | Click and select the benefit type. Benefit types are:- HR Disability Benefit - HR Health Benefit - HR Insurance Benefit - HR Retirement Benefit |
| 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. |
Click Save.
The HR Benefit Plans section appears.
Click New to create a benefit plan associated with the benefit type.
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.
Click the benefit type to open the form.
Modify the form.
Click Update.
Parent Topic:Managed lists