Overview of Objects That Support a Benefits Implementation
Define general benefits objects, including lookups, regulations, groups, balances, carriers, benefits relationships, regulatory bodies, and providers.
Benefits Object |
Purpose |
Setup Task |
---|---|---|
Lookups |
Provide choice lists for fields such as Certification Type and Override Reason. |
Manage Benefit Lookups |
Regulations |
Identify statutory requirements by regulatory body; associate with reporting groups. |
Manage Regulations |
Benefit groups |
Assign to workers and use as eligibility criteria for benefits objects. |
Manage Benefit Groups |
Reporting groups |
Support administrative and regulatory reporting requirements. |
Manage Benefit Reporting Groups |
Benefit balances |
Assign to workers and enter the balance amount. |
Manage Benefit Balances |
Organizations |
Provide contact and tax identification information for organizations that benefits participants can designate as beneficiaries. |
Manage Beneficiary Organizations |
Carriers |
Provide contact information for external benefit carriers associated with benefits offerings. |
Manage Benefit Carriers |
Default benefits relationships |
Configure the default assignment of benefits relationships for each legal entity. |
Configure Default Benefits Relationships |
Third-party administrators |
Provide contact information for third-party organizations that process claims or administer other aspects of benefit plans. |
Manage Third Party Administrators |
Regulatory bodies |
Provide contact information for regulatory bodies that approve or govern plans; associate these bodies with reporting groups. |
Manage Regulatory Bodies |
Providers |
Provide contact and tax identification information for providers of benefit coverage and services under plans and programs. |
Manage Benefit Providers |
Enrollment action items |
Configure the display name of enrollment action items required to complete enrollment in a benefits offering |
Configure Enrollment Action Items |
Fast formulas |
Configure your plan design to the requirements of your enterprise using a flexible alternative to delivered business rules. |
Manage Fast Formulas |
If you intend to use any of these general benefit objects:
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Complete the corresponding Define General Benefits tasks.
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Complete the Manage Benefit Programs and Plans tasks.