Benefits | Configuration options

Configure page options

None.

Policy options

Option Description
Benefits

Checkbox. If checked, the Benefits process is active and can be enabled for WX users.

If checked and a Benefits process is set up, current and future benefits are visible to the Team Member through WX.

If Benefit Enrollment is active, the Team Member can also modify their benefits.

Field sets

Benefit object

Field Set

Purpose

Team Member Details

Fields displayed in the WX Detail view for Benefits.

Picklist values

To edit these default picklist values:

  1. Go to Setup and select the Object Manager tab.

  2. Select object, select the picklist field, go to the Values related list.

Beneficiary object

Priority field

  • Primary

  • Secondary

Benefit object

Deduction Code field

  • DC1

Employer Contribution Code field

  • AAA

Fuel field

  • Petrol

  • Diesel

  • Electric

Plan field

  • Health Insurance Plan

  • Dental Insurance Plan

  • Vision Insurance Plan

  • Life Insurance Plan

  • Group Pension Plan

  • Retirement Savings

Policy Coverage field

  • Employee

  • Employee and Spouse

  • Employee and Children

  • Employee and Family

  • Employee and Domestic Partner

  • Waived

Provider field

  • Aviva

  • AIG

  • AXA Group

  • Car Insurance Company

  • BCBS

  • Vanguard

  • Cigna

  • VSP

Reason field

  • Open Period

  • Employment Change

  • New Hire

  • Marriage

  • Divorce

  • Birth of Child

  • Adoption of Child

  • Bereavement

Dependant object

Gender field

  • Female

  • Male

Relation field

  • Child

  • Spouse

  • Partner

Object fields

To rename these custom fields:

  1. Go to Setup and in Quick Find enter Override.

  2. On the Override page select the:

    • Package hosting the object

    • Language

    • Setup Component = Custom Field

    • Object

    • Aspect = Field Label

  3. Enter new values in the Field Label Override column

Beneficiary object (HCM)

Default Field Label

Field Type

Address 1

Formula (Text)

Address 2

Formula (Text)

Address 3

Formula (Text)

Address City

Formula (Text)

Address Country

Formula (Text)

Address Postal Code

Formula (Text)

Address Region

Formula (Text)

Amount Benefit

Currency (16,2)

Beneficiary Address 1

Text (255)

Beneficiary Address 2

Text (255)

Beneficiary Address 3

Text (255)

Beneficiary Address City

Text (128)

Beneficiary Address Country

Text (128)

Beneficiary Address Postal Code

Text (16)

Beneficiary Address Region

Text (128)

Beneficiary Date Of Birth

Date

Beneficiary Email

Email

Beneficiary End Date

Date

Beneficiary First Name

Text (80)

Beneficiary Middle Name

Text (80)

Beneficiary Phone

Phone

Beneficiary Social Security Number

Text (32)

Beneficiary Start Date

Date

Beneficiary Surname

Text (80)

Benefit

Master-Detail (Benefit)

Date Of Birth

Formula (Date)

Dependant

Lookup (Dependant)

Email

Formula (Text)

End Date

Formula (Date)

First Name

Formula (Text)

Gender

Formula (Text)

Middle Name

Formula (Text)

Percentage Benefit

Percent (3,2)

Phone

Formula (Text)

Priority

Picklist

Social Security Number

Formula (Text)

Start Date

Formula (Date)

Surname

Formula (Text)

 

Benefit object (HCM)

Default Field Label

Field Type

Active

Checkbox

CO2

Number (5,0)

Code

Text (32)

Color

Text (255)

Cost Code

Text (128)

Coverage Description

Text (255)

Currency

Lookup (Exchange Rate)

Currency Code

Formula (Text)

Deduction Code

Picklist

Deduction End Date

Date

Deduction Start Date

Date

Deductions In Year

Number (3,0)

Effective Date

Date

Employee Deduction

Currency (16,2)

Employee Deduction In Year

Formula (Currency)

Employee Deduction In Year Reporting

Formula (Currency)

Employee Deduction Reporting

Currency (16,2)

Employer Contribution Code

Picklist

Employer Contribution Percentage

Percent (3,4)

Employer Cost

Currency (16,2)

Employer Cost Reporting

Currency (16,2)

Employment Record

Master-Detail (Employment Record)

End Date

Date

End Date Entered Date

Date

Engine Size

Number (5,0)

Enrollment Status

Formula (Text)

First Registered Date

Date

Fuel

Picklist

Group Number

Text (64)

Insurance End Date

Date

Insurance Start Date

Date

Last Currency Recalculation

Date/Time

Life Cover

Currency (16,2)

Life Cover (Additional)

Currency (16,2)

Linked Benefit

Lookup (Benefit)

Loan Amount

Number (16,2)

Loan Amount Reporting

Number (16,2)

Make

Text (255)

Maturity Date

Date

Model

Text (255)

Number

Number (18,0)

Percent Contribution

Percent (3,4)

PHI Beneift

Checkbox

Plan

Picklist

Policy Coverage

Picklist

Policy Number

Text (64)

Price

Currency (16,2)

Provider

Picklist

Reason

Picklist

Registration Number

Text (16)

Serial Number

Text (255)

Start Date

Date

Start Date Entered Date

Date

Team Member

Formula (Text)

Trigger Currency Recalculation

Checkbox

Type

Formula (Text)

Use Salary Sacrifice

Checkbox

Value

Currency (16,2)

Value Reporting

Currency (16,2)

 

Dependant object (HCM)

Default Field Label

Field Type

Address 1

Formula (Text)

Address 2

Formula (Text)

Address 3

Formula (Text)

Address City

Formula (Text)

Address Country

Formula (Text)

Address Postal Code

Formula (Text)

Address Region

Formula (Text)

Date of Birth

Date

Dependant Address 1

Text (255)

Dependant Address 2

Text (255)

Dependant Address 3

Text (255)

Dependant Address City

Text (128)

Dependant Address Country

Text (128)

Dependant Address Postal Code

Text (16)

Dependant Address Region

Text (128)

Dependant Email

Email

Dependant Phone

Phone

Disabled

Checkbox

Email

Formula (Text)

First Name

Text (80)

Gender

Picklist

Middle Name

Text (80)

Phone

Formula (Text)

Relation

Picklist

Smoker

Checkbox

Social Security Number

Text (32)

Surname

Text (80)

Team Member

Master-Detail (Team Member)

Record types

Benefit object

  • Car

  • Car Allowance

  • Car Parking

  • Child Care

  • Computer

  • Dental Insurance

  • Disability Insurance

  • Education

  • Health Savings Account

  • Life Insurance

  • Medical Insurance

  • Mobile Phone

  • Other Benefit

  • Other Insurance

  • Pension

  • Private Fuel

  • Stock Option

  • Transportation Allowance

  • Vision Insurance

Action events

None.