Adding a new Benefit Set

A Benefit Set is a group of employment benefits defined for a specific use in your organization. For example, you may have a benefit set available for new hires, one for open enrollment, and one for senior management.

Once defined, you can allocate a Benefit Set to a Team Member by entering the Set name in the Benefit Enrollment section, Benefit Set field of the Employment Record.

If you have a number of benefit sets that are variants on a basic set, first create a benefit set with the common benefits and then copy the set for each of the variants.

To create a new benefit set:

1. Select the Benefit Sets tab.

   Sage People displays the Benefit Set Home page.

2. Select New.

   Sage People displays the New Benefit Set page.

3. Complete the fields as follows:

   Field	Description
   Name	A name for the Benefit Set, such as New Starter, or Senior Management.
   Description	A description of the Benefit Set. By default the description is displayed in WX at the top of the Benefit page when a Team Member selects to enroll in a benefits scheme. Typically the description includes a summary of eligibility and the benefits available. Use the content editing tool bar to control the appearance of the description in WX. You can insert links and images if you want.
   Instructions	Instructions for Team Members when enrolling in the Benefit Set. By default instructions are displayed in the Collaboration Portal and WX on the left of the Benefit page. Use the content editing tool bar to control the appearance of the instructions in the Collaboration Portal and WX. You can insert links and images if you want.
   Closed Message	A message to be displayed when the enrollment period for this Benefit Set has closed. By default the Closed Message is displayed in WX at the top of the Benefit page, before the Description. Use the content editing tool bar to control the appearance of the closed message in WX. You can insert links and images if you want.
   Read Only After Close Date	Checkbox. If checked, benefits in this Benefit Set are set to read only status from the day after the enrollment period for the Benefit Set has closed for a Team Member. Team Members are then unable to edit or submit benefits in this Benefit Set, and any changes must be made by the HR Administrator or by using the Create Default Benefits option. Default is unchecked.
   Submit Confirmation Message	A text message to be displayed when a Team Member completes and submits this Benefit Set. Enter the text you want to display.
   Show Employer Cost	Checkbox. If checked, the cost of the benefit to the employer is displayed in WX on the main benefit election page during Open Enrollment. If Show Employer Cost is not displayed, add it to the page layout through Setup > App Setup > Create > Objects > Benefit Set > Page Layouts > Edit Benefit Set Layout.
   Show Deduction Dates	Checkbox. If checked, the Start Date and End Date for deductions from employees are displayed on the Employment Record, Benefits Admin page in the Benefits > Current Benefits section. Displayed Start Dates and End Dates are those for deductions from the employee for the benefits in this Benefit Set.
   System Information section
   Continuous Enrollment	Checkbox. If checked, enrollment for the benefits in this Benefit Set remains open and benefits can be activated individually. If unchecked, enrollment closes on the End Date or when all benefits are selected and submitted together, whichever occurs first. You can also set individual Benefit Types to operate in Continuous Enrollment mode. This enables you to create a hybrid Benefit Set with: Continuous Enrollment unchecked for the Benefit Set, so that enrollment is closed on the End Date by default for all Benefit Types in the Set. Individual benefits with Continuous Enrollment checked on, to enable those benefits to remain open beyond the default close date for the Benefit Set as a whole.
   Start Date	The default start date for all benefits created from this Benefit Set.
   End Date	The default end date for all benefits created from this Benefit Set.
   Pay Base Date	The date used as the starting date for calculating pay dates. The next pay date is calculated by adding Pay Periods to the Pay Base Date.Picklist.
   Pay Period	The frequency used to pay Team Members assigned to this Benefit Set. Used: To convert an annual salary into per-pay period amounts. With Pay Base Date to calculate the date of the next pay date. Select the picklist and choose from: Monthly Semimonthly Biweekly Weekly If not set, Sage People uses the value from a Salary-linked Payflow file for this Benefit Set. Using an existing Payflow file to set the value can be useful when you want to use a single Benefit Set for Team Members who are paid in interleaved bi-weekly groups, avoiding the need to set up separate Benefit Sets for each.

4. Select:

   • Save to save the Benefit Set details.

     Sage People displays the Benefit Set Detail page for the set you have just created.

   • Save & New to save the Benefit Set details and display another New Benefit Set page.
   • Cancel to discard your changes and return to the Benefit Sets Home page.