Adding extra fields to a Benefit Plan

You can add your own fields to a Benefit Plan so that those fields are displayed to Team Members for completion when they enroll in benefits. Follow these steps:

1. Add the new fields to the Benefit object.
2. Create a new Field Set on the Benefit object and drag and drop the newly created fields into the Field Set.
3. Record the API Name of the new Field Set - you need to enter the API Name on the Benefit Plan Edit page. The API Name is displayed in the Related List of Field Sets for the Benefit object.
4. Select the Benefit Sets tab.
5. On the Benefit Sets Home page select the Benefit Set hosting the Benefit Type and Benefit Plan you want to extend with the new fields.
6. Select the Benefit Type, then the Benefit Plan Name.
7. On the Benefit Plan Detail page, select Setup and then Edit Object.
8. On the object details page, from the sidebar select Page Layouts and then select the layout to edit.
9. Drag and drop the Additional Fieldset field into the Options section of the page.
10. On the Benefit Plan Detail page, select Edit.
11. In Additional Fieldset enter the API Name of the new Field Set.

The new fields are displayed to Team Members when they enroll in the Benefit Plan.