Understanding Common Settings for Benefits Enrollment

Setting up the common settings for benefits enrollment enables you to specify whether to link dependents and beneficiaries to benefit plans and whether to require date of birth and tax ID when adding a new dependent or beneficiary.

The following table describes the common settings for data items that appear on the Work With HRM Common Display Settings (Work With Human Resource Management common display settings) form. On the System Control - Revisions form, you can specify the current setting for each of these data items for enrolling dependents and beneficiaries in benefit plans.

Common Setting

Usage

Associate Beneficiaries to Plans?

This common setting indicates whether to associate beneficiaries with benefit plans. To require that beneficiaries be associated with a plan when you enroll beneficiaries in benefit plans, set this to Yes.

Associate Dependents To Benefit Plans?

This common setting indicates whether to associate dependents with benefit plans. To require that dependents be associated with a plan when you enroll dependents in benefit plans, set this to Yes.

Date of Birth Required for Dep/Ben?

(Date of Birth Required for Dependent/Beneficiary?)

This common setting indicates whether date of birth is required for dependents and beneficiaries. To require that you enter the date of birth when you add a new dependent or beneficiary, set this to Yes.

Tax ID Required for Dep/Ben?

This common setting indicates whether tax ID is required for dependents and beneficiaries. To require that you enter the tax ID when you add a new dependent or beneficiary, set this to Yes.