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:
-
Go to Setup and select the Object Manager tab.
-
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:
-
Go to Setup and in Quick Find enter Override.
-
On the Override page select the:
-
Package hosting the object
-
Language
-
Setup Component = Custom Field
-
Object
-
Aspect = Field Label
-
-
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 |
|
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) |
|
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 |
|
Dependant Phone |
Phone |
Disabled |
Checkbox |
|
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.