What are benefits?
An organization can offer various types of benefits to their employees in addition to their regular wages. The benefits package differ considerably for each organization and may include health, life, disability and others. Smart Onboarding allows users to create effective benefit plans and benefit programs that are unique to their organizations.
Who can access Benefits?
The System Administrators are the only users who can access Benefits.
How do benefits activity added to the New Hire's onboarding?
Adding benefits activity in the New Hire's onboarding includes three steps:
- Add and configure benefits in the business process
- Attach a benefit program to the New Hire's invitation
- New Hire's enrollment in the company benefits
Add and configure benefits in the business process
Benefits activity can be added in the New Hire's business process using a Process Revision.
You can either search for an existing revision to modify, or create a new Process Revision. When configuring the Process Revision, click on Configure Business Process Rules.
| Process Revision Page |
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Configure benefits activity in the business process. Scroll down to Benefits and add attributes under Generic Benefits.
| Configure Business Process Rules |
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Click on each attribute to specify its routing criteria. This will decide which user will see the benefits activity in their onboarding. For information on adding criteria details click here.
| Benefits activity |
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Enter the criteria details and click Save. Follow the same procedure for all attributes.
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Save and apply the Process Revision.
Attach a benefit program to the New Hire invitation
For adding and defining a benefit program, click this link
.New Hire's enrollment in the company benefits
For the benefits to appear in the onboarding process, the New Hire must enroll for company benefits. That means they must choose an 'Yes' for Benefit Elections option.
If 'No' option is selected, the onboarding process will skip this benefits activity.
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Below screenshot shows benefits activity added in the onboarding process for the New Hire.
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