A Benefit Program is a group of pre-defined Benefit Plans. Users can create multiple Benefit Programs for their organization by combining various Benefit Plans. However, to make the Benefits activity available during the New Hire’s onboarding process, the HR Specialist must assign one of these Benefit Programs in the New Hire's invitation.

Who can define Benefit Programs?

Users with the System Administrator role can define Benefit Programs. 

How do you access the Benefit Program setup?

Click on the menu icon in the top left corner of the page and select "Benefit Program" under "Product Setup" in the menu navigation.

This will navigate to the Define Benefit Program page where you can create or manage Benefit Programs.

How to define a new Benefit Program?

To create a new Benefit Program, click "Add a New Value" on the Define Benefit Program page.

Click the "Add" button.

Enter the Description, Effective Date, and Benefit Plan details. The Effective Date of the Benefit Program can be in the past, present, or future. However, to make the benefits activities available to New Hires in their process, the Effective Date of the Benefit Program must be on or before the Start Date of the New Hire's invitation.

Click on the lookup icon under Benefit Plan Details to select the Benefit Plan ID. 

The lookup page will display all available Benefit Plans in the system. However, when selecting a Benefit Plan, ensure that its Effective Date is the same as or earlier than the Effective Date of the Benefit Program to ensure the Benefit Plan is available for New Hires in their benefit activities.

Note: For future-dated Benefit Programs, you can configure Benefit Plans with future Effective Dates, provided the Effective Date of the Benefit Plan is on or before the Effective Date of the Benefit Program. However, these plans will only be available for New Hires in their Benefits Enrollment or Voluntary Benefits Enrollment activities if their Start Date is on or after the Effective Date of the Benefit Program.

• Benefit Plans categorized under the "Medical", "Dental" and "Vision" Plan Types will appear in the selection list for New Hires when they choose the respective plan type during the Benefits Enrollment activity.
• Benefit Plans categorized under the "Life", "Accidental Death", "Long Term Disability", "Short Term Disability" and "Supplemental Life" Plan Types will appear in the selection list for New Hires when they choose the respective plan type during the Voluntary Benefits Enrollment activity.

If the effective date of the Benefit Plan selected is greater than the effective date of the Benefit Program, then the following error will display on the page.

All the selected Benefit Plans will be added in the Benefit Program page as shown below. Check "Default for Candidate" if the plan is offered as default.

After adding all the Benefit Plans, save the Benefit Program details.

How to add a new effective dated row in the Benefit Program?

To add a new effective-dated row under the same Benefit Program, click the "Add" option as shown below.

This will add a new row with the current date populated in the Effective Date field. You can modify this date if necessary, but it must be later than the previous effective date.

If the effective date of the new row is less than the effective date of the previous row, the following error displays on the page:

In the new effective dated row of the Benefit Program, you can add new Benefit Plans or delete existing ones and save the changes. As configured, the updated Benefit Plans will be reflected in the Benefits Enrollment or Voluntary Benefits Enrollment activities for New Hires, provided their invitation Start Date is on or after the latest Effective Date of the Benefit Program.

How to add the Benefit Program in the Attribute Revision?

Newly created Benefit Programs must be configured in the Attribute Revision for them to appear in the Benefit Program lookup during the creation of a New Hire's invitation. However, if you have updated an existing Benefit Program that is already configured in the Attribute Revision, this step does not need to be repeated.

To add the Benefit Program attribute, create a new Attribute Revision.

On the Attribute Revision page, scroll down and select the Benefit Program attribute.

Insert a child to this parent attribute.

On the Revision Attributes page, enter the details of the newly defined Benefit Program and save your changes.

The new Benefit Program will appear in the list below the parent attribute.

Return to the Manage Revision page and apply the Attribute Revision.