Direct benefit administration

In addition to Team Member benefit self-selection and automated benefit assignment, you can administer benefits for Team Members through their Employment Records. Start by adding the Benefit Admin button to the Benefits Related List:

1. Go to Setup > Object Manager and select the Employment Record label.
2. Scroll down to Page Layouts and select Edit for the Employment Layout.
3. Select Related Lists from the left panel.
4. On the Benefits Related List select the Properties icon.
5. Expand the Buttons section, select Benefit Admin and select the Add icon to move the button from Available Buttons to Selected Buttons.
6. Select OK.
7. Select Save.

Now open the Benefit Admin page for a Team Member:

1. Open the Team Member's Employment Record.
2. Select Related and scroll down to the Benefits section.
3. Select Benefit Admin:

   

   Sage People displays the Benefits Admin page for the Team Member:

   

The Benefits Admin page includes sections for:

• The Benefit Set available to the Team Member - Open Enrollment in this example.

• Benefits

  • Current Benefits
  • Pending Benefits

You can:

• Replace a selected benefit
• Change the start or end dates for a benefit
• Activate or deactivate a benefit