A Benefit program is a collection of defined Benefit Plans. A user can define any number of Benefit Programs for their Organization combining different Benefit Plans.

Who can define Benefit Programs?

The System Administrators are the only users who can define Benefit Programs. 

How do you access Benefit Programs?

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

How to define a new Benefit Program?

Click "Add a New Value".

Click "Add".

Enter the Description, Effective Date and Benefit Plan details. The effective date of the Benefit Program can be past, current or future dates. 

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

The lookup page will display all effective dated Benefit Plans available in the system. However, when selecting a Benefit Plan make sure the effective date of the Benefit Plan is less than or equal to the effective date of the Benefit Program. 

Note: For future dated Benefit Programs, the future effective dated Benefit Plans can be configured as long as the effective date of Benefit Plan is less than or equal to the effective date of the Benefit Program. But these plans will be available for New Hires in Benefits Enrollment/Voluntary Benefits Enrollment activity only for the invitations with Start Date on or after the effective date of the Benefit Program. 

Note: The Benefit Plans created with Plan Type "Medical", "Dental" and "Vision" will appear in the Benefits Enrollment activity whereas Benefit Plans created with Plan Type "Life", "Accidental Death", "Long Term Disability", "Short Term Disability" and "Supplemental Life" will appear in the Voluntary Benefits Enrollment activity.

For details on these activities, please click on the corresponding link: Benefits Enrollment activity and Voluntary benefits Enrollment activity.

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

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

Similarly, add as many Benefit Plans as you wish in the Benefit Program and save.

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

If you want to add a new effective dated row under the same Benefit Program, click on " Add" option as shown below.

This will add a new effective dated row with current date in the Benefit Program. This date can be changed if needed. 

When updating the date of the effective dated row, make sure it is greater than the maximum effective date of the prior row. Otherwise, the following error displays on the page:

You can add new Benefit Plans or delete the existing ones in the new effective dated row of the Benefit Program and save the details. As configured in this setup, the updated Benefit Pans will reflect in the Benefit Enrollment/Voluntary Benefits Enrollment activity for the New Hires if the invitation Start Date is on or after the maximum effective date of the Benefit Program.

How to add the Benefit Program to the parent attribute?

This step is needed if you want to include the Benefit Program in the New Hire's onboarding. If not, the Benefits activities will not be displayed in the New Hire's process even if other configurations are met.

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

In the Attribute Revision page, select Benefit Program attribute.

Insert a child to the parent attribute.

Add the defined Benefit Program in the Manage Revision Attribute page as shown in the below screen. Click on "Save".

The defined Benefit Program gets added to the parent attribute.

Return to Manage Revision page and apply Attribute Revision.

How to include a Benefit Program in the New Hire onboarding?

To have Benefit Program values to be displayed in the New Hire onboarding process, you need to include the Benefit Program in the New Hire invitation as shown below.

Click on the lookup icon to select the Benefit Program. Note: Make sure the selected Benefit Program has already been configured in the Benefit Program attribute setup. For more details on adding the Benefit Program in the attribute revision, please click here.

Choose the Benefit Program that you have defined.

The Benefit Program will be added in the New Hire invitation as shown below. Save and launch the invitation.

The Benefit Program that you have added in the invitation will appear in the onboarding process only when the New Hire enrolls for Company Benefits in their Biographic Information.

That means they must choose an 'Yes' in the Benefit Elections option as shown below. If 'No' option is selected, the onboarding process will skip the benefits activity.

Benefits activities showing for the New Hire in the onboarding process is given below.