The Employment Record for each Team Member includes a set of Benefit Enrollment fields. You must complete these fields so that Team Members have access to benefit enrollment through WX. To apply the same values to multiple Team Members - for annual open enrollment for example - use Mass Update on the Team Member Home page.
This is the final step of the process to set up benefit enrollment.
To edit an Employment Record for Benefit Enrollment:
- Select the Team Members tab.
- If the View shows current Employment Records for Team Members, select the Employment Record for the Team Member whose record you want to change.
If the View just shows Team Member names, select Edit next to the name of the Team Member whose record you want to change, then select the Employment Record.
- On the Employment Record Detail page, select Edit.
Sage People displays the Employment Record Edit page.
- Scroll down to the Benefit Enrollment section.
- Complete the fields as follows:
Field
Description
Benefit Set
The name of the Benefit Set that includes the Benefit Option entitlement for this Team Member.
Benefit Enrollment Close Date
The date when benefit enrollment closes for this Team Member. The Team Member will not be able to enroll for benefits from this date.
Benefit Enrollment Signed Date
The date the Team Member signed off the benefit enrollment as complete.
Post Employment Benefits Start Date
The date on which post employment benefits started or must start for the Team Member. This date may be determined by legislative requirements.
Post Employment Benefits End Date
The date on which post employment benefits cease for the Team Member. This date may be determined by legislative requirements.
- Select Save.