Benefits | Configuration options

Configure page options

None.

Policy options

Option	Description
Benefits	Checkbox. If checked, the Benefits process is active and can be enabled for WX users. If checked and a Benefits process is set up, current and future benefits are visible to the Team Member through WX. If Benefit Enrollment is active, the Team Member can also modify their benefits.

Field sets

Benefit object
Field Set	Purpose
Team Member Details	Fields displayed in the WX Detail view for Benefits.

Picklist values

To edit these default picklist values:

1. Go to Setup and select the Object Manager tab.

2. Select object, select the picklist field, go to the Values related list.

Beneficiary object

Priority field

• Primary

• Secondary

Benefit object

Deduction Code field

• DC1

Employer Contribution Code field

• AAA

Fuel field

• Petrol

• Diesel

• Electric

Plan field

• Health Insurance Plan

• Dental Insurance Plan

• Vision Insurance Plan

• Life Insurance Plan

• Group Pension Plan

• Retirement Savings

Policy Coverage field

• Employee

• Employee and Spouse

• Employee and Children

• Employee and Family

• Employee and Domestic Partner

• Waived

Provider field

• Aviva

• AIG

• AXA Group

• Car Insurance Company

• BCBS

• Vanguard

• Cigna

• VSP

Reason field

• Open Period

• Employment Change

• New Hire

• Marriage

• Divorce

• Birth of Child

• Adoption of Child

• Bereavement

Dependant object

Gender field

• Female

• Male

Relation field

• Child

• Spouse

• Partner

Object fields

To rename these custom fields:

1. Go to Setup and in Quick Find enter Override.

2. On the Override page select the:

   • Package hosting the object

   • Language

   • Setup Component = Custom Field

   • Object

   • Aspect = Field Label

3. Enter new values in the Field Label Override column

Beneficiary object (HCM)
Default Field Label	Field Type
Address 1	Formula (Text)
Address 2	Formula (Text)
Address 3	Formula (Text)
Address City	Formula (Text)
Address Country	Formula (Text)
Address Postal Code	Formula (Text)
Address Region	Formula (Text)
Amount Benefit	Currency (16,2)
Beneficiary Address 1	Text (255)
Beneficiary Address 2	Text (255)
Beneficiary Address 3	Text (255)
Beneficiary Address City	Text (128)
Beneficiary Address Country	Text (128)
Beneficiary Address Postal Code	Text (16)
Beneficiary Address Region	Text (128)
Beneficiary Date Of Birth	Date
Beneficiary Email	Email
Beneficiary End Date	Date
Beneficiary First Name	Text (80)
Beneficiary Middle Name	Text (80)
Beneficiary Phone	Phone
Beneficiary Social Security Number	Text (32)
Beneficiary Start Date	Date
Beneficiary Surname	Text (80)
Benefit	Master-Detail (Benefit)
Date Of Birth	Formula (Date)
Dependant	Lookup (Dependant)
Email	Formula (Text)
End Date	Formula (Date)
First Name	Formula (Text)
Gender	Formula (Text)
Middle Name	Formula (Text)
Percentage Benefit	Percent (3,2)
Phone	Formula (Text)
Priority	Picklist
Social Security Number	Formula (Text)
Start Date	Formula (Date)
Surname	Formula (Text)

 

Benefit object (HCM)
Default Field Label	Field Type
Active	Checkbox
CO2	Number (5,0)
Code	Text (32)
Color	Text (255)
Cost Code	Text (128)
Coverage Description	Text (255)
Currency	Lookup (Exchange Rate)
Currency Code	Formula (Text)
Deduction Code	Picklist
Deduction End Date	Date
Deduction Start Date	Date
Deductions In Year	Number (3,0)
Effective Date	Date
Employee Deduction	Currency (16,2)
Employee Deduction In Year	Formula (Currency)
Employee Deduction In Year Reporting	Formula (Currency)
Employee Deduction Reporting	Currency (16,2)
Employer Contribution Code	Picklist
Employer Contribution Percentage	Percent (3,4)
Employer Cost	Currency (16,2)
Employer Cost Reporting	Currency (16,2)
Employment Record	Master-Detail (Employment Record)
End Date	Date
End Date Entered Date	Date
Engine Size	Number (5,0)
Enrollment Status	Formula (Text)
First Registered Date	Date
Fuel	Picklist
Group Number	Text (64)
Insurance End Date	Date
Insurance Start Date	Date
Last Currency Recalculation	Date/Time
Life Cover	Currency (16,2)
Life Cover (Additional)	Currency (16,2)
Linked Benefit	Lookup (Benefit)
Loan Amount	Number (16,2)
Loan Amount Reporting	Number (16,2)
Make	Text (255)
Maturity Date	Date
Model	Text (255)
Number	Number (18,0)
Percent Contribution	Percent (3,4)
PHI Beneift	Checkbox
Plan	Picklist
Policy Coverage	Picklist
Policy Number	Text (64)
Price	Currency (16,2)
Provider	Picklist
Reason	Picklist
Registration Number	Text (16)
Serial Number	Text (255)
Start Date	Date
Start Date Entered Date	Date
Team Member	Formula (Text)
Trigger Currency Recalculation	Checkbox
Type	Formula (Text)
Use Salary Sacrifice	Checkbox
Value	Currency (16,2)
Value Reporting	Currency (16,2)

 

Dependant object (HCM)
Default Field Label	Field Type
Address 1	Formula (Text)
Address 2	Formula (Text)
Address 3	Formula (Text)
Address City	Formula (Text)
Address Country	Formula (Text)
Address Postal Code	Formula (Text)
Address Region	Formula (Text)
Date of Birth	Date
Dependant Address 1	Text (255)
Dependant Address 2	Text (255)
Dependant Address 3	Text (255)
Dependant Address City	Text (128)
Dependant Address Country	Text (128)
Dependant Address Postal Code	Text (16)
Dependant Address Region	Text (128)
Dependant Email	Email
Dependant Phone	Phone
Disabled	Checkbox
Email	Formula (Text)
First Name	Text (80)
Gender	Picklist
Middle Name	Text (80)
Phone	Formula (Text)
Relation	Picklist
Smoker	Checkbox
Social Security Number	Text (32)
Surname	Text (80)
Team Member	Master-Detail (Team Member)

Record types

Benefit object

• Car

• Car Allowance

• Car Parking

• Child Care

• Computer

• Dental Insurance

• Disability Insurance

• Education

• Health Savings Account

• Life Insurance

• Medical Insurance

• Mobile Phone

• Other Benefit

• Other Insurance

• Pension

• Private Fuel

• Stock Option

• Transportation Allowance

• Vision Insurance

Action events

None.