Setup

General Codes

Before starting work with the datagroup, you should add Plan Type/Plan/Employment Statuses codes in Setup > General Codes.
Let's consider some examples

:
Plan Type Codes
Go to General Codes > Benefits > Plan Type. Click

the button to add a code:

Enter Code and Name.
Sort defines the order according to which the records will be displayed in drop-down list when the user will be adding benefits.
Is Passive: when set, the code becomes unavailable.
Please select the correct Insurance Company from the list.

• The list of available items can be updated in Contacts module, setting the Insurance Company type for a record.
  
  See Adding Contacts section below.
  Click OK.

Adding Contacts
Open Contacts module, click

button to add a contact:

Enter Name (insurance company name).
Select Insurance Company Contact Type (this contact type should be created in General Codes > Contacts > Contact Types beforehand):

Input the rest of needed information (Post, Visit, Website, etc.).
Click

to save the contact.

Plan Codes
Go to General Codes > Benefits > Plan. Click

button to add a code:

Enter Code and Plan Name.
Sort defines the order according to which the records will be displayed in drop-down list when the user will be adding benefits.
Is Passive: when set, the code becomes unavailable.
Select one of the available Plan Types (defined beforehand) from the list.
Input the Rate (2 decimals) & set the checkbox if Beneficiary Applicable is true.
Transaction Code can be defined for each plan. If it is defined & the person's Benefits record has Effective Date & Date To covering the current period, it will cause the auto-entry to be generated during payroll calculation. This auto-entry has a link to the Benefits datagroup record, so the new implemented field L186 can be used to fetch the Plan rate.

Click OK.

• You can create a type of dependencies where the highest level is for Insurance Company that can have numerous Plan types linked to it.

In its turn, the Plan Type can have multiple Plans linked to it.

Employment Statuses
Go to General Codes > Benefits > Employment Status. Click

button to add a code:

Enter Code and Text (full name).
Sort defines the order according to which the records will be displayed in drop-down list when the user will be adding benefits.
Is Passive: when set, the status code becomes unavailable.

Click OK.

Company Setup

Please perform setup in Organization Structure > target Company > Reports and Interfaces > US Companies > US Insurance Companies.

• This tab is only available if National Payroll Code is set to US under Organization Structure > Company > Payroll:

Please select:

Insurance Company from drop-down list showing all records set under Contacts module (where Contact type is Insurance Company).

Plan - offers a list of plans that are linked to all plan types belonging to selected insurance company (see General Codes Setup above).

Insurance Provider/Client/Group - registering data for corresponding level.

Functionality

In addition to Medical Insurance datagroup, Benefits datagroup is created for US customers to be able to store the insurance information for each person.

• Each company in the US is required to provide insurance benefits to their employees.

Those benefits can include health insurance, retirement plans and life insurance.
Each employee can select what type of insurance plan they would like to select along with the option to include family members in the plan.