Benefit Enrollment

Benefit Enrollment generates a new set of benefit records for each Team Member as they enroll. Use one of the following methods to manage Benefit Enrollment for Team Members through their Employment Records:

  • Benefit Enrollment History

    Benefit Enrollment is a separate object that stores the history of all Benefit Sets offered to the Team Member. Displayed in a Related List on the Employment Record, Benefit Enrollment builds over time to provide a history of employee benefits.

    The object includes an Enrollment Start Date field to trigger an automatic update of the key enrollment fields on the Employment Record.

    If you use Benefit Enrollment History, do not use the Benefit Enrollment fields on the Employment Record to update the Team Member's enrollment details.

  • Benefit Enrollment fields

    A set of fields directly on the Employment Record enable you to link employees to Benefit Sets and specify control dates. Benefit Enrollment History is not created. You can identify current benefit records from their start and end dates.

    If you use the Benefit Enrollment fields on the Employment Record, do not use Benefit Enrollment History.