Create a Benefits Category

This example demonstrates how to create a benefits category that includes medical, dental, vision, disability insurance, and life insurance. The following table summarizes key decisions for the compensation items in this scenario.

Decision to Consider	First Item	Second Item
What compensation does the item represent?	Worker contribution for medical benefit	Company contribution for medical benefit
What's the source type?	Payroll element	Payroll element
What's the legislative data group?	USA	USA

The following table summarizes key decisions for the category in this scenario.

Decision to Consider	Category in This Example
What's the category type?	Benefits
Display category details in the statement at what level?	Display details of item rows on separate pages that viewers drill to for details.
Add items? (Describe)	Yes: Both worker and company contributions for medical, dental, vision, disability insurance, and life insurance benefits.
Add other categories as subcategories? Describe	No
Display graphs? (No or Yes?) One or two? What type?	Yes. Two: Stacked bar and pie chart.
Hide or edit any columns in the category?	No
Display the row if values are zero in the period?	No

Create items for medical insurance, then create a benefits category and attach the items you created along with eight existing benefits items and configure display options. Use the default values except where otherwise indicated.

Before you start

1. Create the following payroll elements using the USA legislative data group.
   • Medical Worker Contribution
   • Medical Company Contribution
2. Create the following compensation items using payroll elements in the USA legislative data group:
   • Dental Worker Contribution
   • Dental Company Contribution
   • Vision Worker Contribution
   • Vision Company Contribution
   • Disability Worker Contribution
   • Disability Company Contribution
   • Life Insurance Worker Contribution

   • Life Insurance Company Contribution

Here's what to do

1. Create a compensation item. Use the default values except where indicated.
   1. In the Compensation work area, click Manage Compensation Items to open the Manage Compensation Items page.
   2. Click Create.
   3. On the Create Compensation Item page, complete the fields as shown in this table:

      Field	Value
      Item Name	Medical Worker Contribution
      Source Type	Element entry
      Legislative Data Group	USA
      Payroll Element	Medical Worker Contribution
      Input Value	Pay Value

   4. Click Save and Create Another.
   5. On the Create Compensation Item page, complete the fields as shown in this table:

      Field	Value
      Item Name	Medical Company Contribution
      Source Type	Element entry
      Legislative Data Group	USA
      Payroll Element	Medical Company Contribution
      Input Value	Pay Value

   6. Click Save and Close.
2. Enter category details and add items.
   1. In the Compensation work area, click Manage Compensation Categories to open the Manage Compensation Categories page.
   2. Click Create.
   3. On the Create Compensation Categories page, complete the fields, as shown in this table.

      Field	Value
      Name	Benefits
      Category Type	Benefits

   4. Click Continue.
   5. On the Create Category page, Table tab, select Viewers drill into line items to see details in the Level of Detail field.
   6. Click Add Items five times to add five new rows.
   7. Complete the fields for each new row, entering a name and description of the category row and selecting compensation items for each contribution column in the category, as shown in this table.

      Name	Description	Your Contribution (Items)	Company Contribution (Items)
      Medical	Amounts reflect your coverage.	Medical Worker Contribution	Medical Company Contribution
      Dental	Amounts reflect your coverage.	Dental Worker Contribution	Dental Company Contribution
      Vision	Amounts reflect your coverage.	Vision Worker Contribution	Vision Company Contribution
      Disability Insurance	LTD provides income protection.	Disability Worker Contribution	Disability Company Contribution
      Life Insurance	Life insurance is a core benefit.	Life Insurance Worker Contribution	Life Insurance Company Contribution

3. Configure display options.
   1. Select the Graphs tab.
   2. Complete the fields for two graphs, as shown in this table.

      Field	Value for the First Graph	Value for the Second Graph
      Graph Title	Employee Versus Company Contributions	Total Contribution Comparison
      Graph Type	Bar	Pie
      Graph Items	Your Contribution, Company Contribution	Your Contribution, Company Contribution

   3. Click Save.
   4. Click OK in the confirmation.
   5. Select the Descriptive Text tab.
   6. Enter any text here to describe what's included in this category or details about policies, and format it appropriately.
   7. Click Reorder Components at the top of the page.
   8. Select Descriptive Text and click the downward arrow until Descriptive Text appears below Graphs.
   9. Click OK.
   10. Click Save and Close.