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:

1. Complete the corresponding Define General Benefits tasks.

2. Complete the Manage Benefit Programs and Plans tasks.