What are benefits?

An organization can provide various types of benefits to employees in addition to their regular wages. The benefits package varies significantly between organizations and may include health, life, disability, and other types of coverage. Smart Onboarding enables users to create customized benefit plans and benefit programs tailored to their organization's needs.

Who can access setup pages for benefits?

Users with the System Administrator role can access the setup pages for benefits.

How to set up benefits activities in the New Hire's onboarding process?

For the benefits activities to be available in the New Hire's onboarding process, the required Benefits Plans and the Benefit Program must be defined, and the following tasks must be completed:

Add the Benefit Program in the Attribute Revision

The first step is to add the defined Benefit Program to its parent attribute in the Attribute Revision. For more details, please click here.

Add and configure benefits in the business process

Next step is to add benefits activity in the business process. This can be done by creating a new Process Revision. On the Process Revision page, click the "Configure Business Process" link.

Configure benefits activities in the business process. Scroll down to the "Benefits" section and add them under Generic Benefits. 

Save and apply the Process Revision.

Attach the Benefit Program to the New Hire's invitation

For details on adding and defining the Benefit Program in the New Hire's invitation, click this link.

New Hire's enrollment in the company benefits 

For benefits activities to appear in the onboarding process, the New Hire must opt for the Benefit Elections during their Employee Information activity. For more details, please click here.

Note: 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 whereas 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. To make these Benefit Plans visible in the respective activities for the New Hire, they must be included in the Benefit Program, and the corresponding Benefit Program must be attached when creating the New Hire's invitation. For more details on setting up Benefit Plans and Benefit Programs, please click on the respective links.