Setting up benefits

The outline process for setting up benefits is:

1. Create Benefit Supplier records for all carriers.
2. Create Benefit Plan records, including costs, calculations, and comparisons, and make associated documents available.
3. Create Benefit Sets for employee groups with different entitlements. For example, a new hire set, an open enrollment set, a senior management set. Each set contains one or more Benefit Types.
4. Create Benefit Options to link Benefit Plans to Benefit Types.

5. To make the benefit available to employees, complete either of:

   • The Benefit Enrollment fields on the Benefit Enrollment object to create a new entry in the Team Member's Benefit Enrollment History.
   • The Benefit Enrollment fields in Team Member Employment Records so that Team Members have access to benefit enrollment through WX.

   Use one or the other, not both.

6. Create a WX process to host benefits.

Example data

To clarify the relationships between the main Benefit objects, here is some sample data showing partial information on the components of two Benefit Sets, Open Enrollment and New Hire.

There are two Benefit Suppliers:

• Bedrock Financial

  Supplies multiple insurance related benefit plans.

• Thistle Pensions

  Supplies a single 401K pension plan.

Benefit Supplier	Benefit Plan	Benefit Type	Benefit Option	Benefit Set
Bedrock Financial	Short-term Disability	Disability Insurance	BO0044	Open Enrollment
			BO0075	New Hire
	Long-term Disability	Disability Insurance	BO0062	Open Enrollment
			BO0076	New Hire
	Basic Life/Accidental Death & Dismemberment Insurance	Life Insurance	BO0061	Open Enrollment
			BO0077	New Hire
	Supplemental Life Insurance, Employee	Life Insurance	BO0066	Open Enrollment
	Supplemental Life Insurance, Employee, New Hire	Life Insurance	BO0046	New Hire
	Supplemental Life Insurance, Children	Life Insurance	BO0065	Open Enrollment
			BO0079	New Hire
	Supplemental Life Insurance, Domestic Partner	Life Insurance	BO0052	Open Enrollment
			BO0088	New Hire
	Supplemental Life Insurance, Spouse	Life Insurance	BO0064	Open Enrollment
			BO0078	New Hire
Thistle Pensions	401K Plan	Pension	BO0099	Open Enrollment