Setting Up Benefit Categories

Access the General Message form.

To set up benefit categories:

  1. Complete the Code and Description fields in a blank row.

  2. Select the record that you just created, and then select General Message from the Row menu.

  3. On the General Message form, enter the benefit category description that you want to appear on the Enter Generic Message/Rates form and on the employee's enrollment form.

  4. Click OK to return to the Enter Generic Message/Rates form.

  5. Repeat the preceding steps for each benefit category that you need to set up.

After you finish setting up the benefit categories, complete the steps for linking categories to benefit groups.