- Title and Copyright Information
- Get Help
- 1 Benefits Implementation Overview
- 2 Responsive User Experience Setup
- Deep Links
- Search Logic Profile Options for Client List of Values
- Use Transaction Design Studio to Configure Field Displays
- Displayed and Hidden Responsive Benefits Fields
- Display Additional Columns in Benefits Service Center and Self-Service Benefits
- Guided Journeys in Benefits
- How You Enable Guided Journey in Benefits
- Create A Checklist Template
- Link the Checklist Template to Pages and Sections
- 3 Effective Dates in Benefits
- Date Effectivity
- Examples of Correcting Date-Effective Objects
- Implementation Considerations for Moving Back the Effective Start Date of Options
- Move Back the Effective Start Date of Options
- Implementation Considerations for Moving Back the Effective Start Date of Options-in-Plan
- Move Back the Effective Start Date of Options-in-Plan
- FAQs for Dates in Benefits
- 4 Benefits Relationships, Lookups, Regulations, and Reporting Groups
- Overview of Objects That Support a Benefits Implementation
- Commonly Used Lookups in Benefits
- Manage Benefit Regulations in the Integrated Workbook
- Guidelines to Configure Default Benefits Relationships
- Configure a Default Benefits Relationship
- Manage Reporting Groups in the Integrated Workbook
- Global Transfer in Benefits
- Best Practices for Global Transfer
- Closure of Life Event and Beneficiary Allocation
- Adjust the Beneficiary Allocations in Bulk
- FAQs for General Benefits
- How can I create benefits lookups?
- How can I add document types to the Benefits document category?
- What happens to existing benefits if workers transfer to another legal entity?
- How can I ensure that a worker's benefits relationship is accurate?
- Can I override beneficiary details even after the life event is closed?
- How can I correct beneficiary percentages or beneficiary types for multiple participants in bulk?
- 5 Eligibility Criteria for Benefits Eligibility Profiles
- How Eligibility Works With Other Objects
- Derived Factors
- Examples of Derived Factors
- Options for Using Age to Determine Eligibility
- Examples of User-Defined Criteria
- User-Defined Criteria
- Example of Using Range of Scheduled Hours
- Configure Your Own Criteria Based on Lookups and Flexfields
- Manage Benefits Derived Factors in the Integrated Workbook
- How You Delete Incorrect Billing Charges
- Enable Benefits Extracts to Fetch V3 Seniority Date
- Populate V3 Seniority Dates for Employees
- Home Address for Service Area Eligibility
- Use Home Address for Service Area Eligibility
- FAQs for Eligibility Criteria
- 6 Eligibility Profiles for Benefits and Other Objects
- How Eligibility Works With Other Objects
- Eligibility Profiles
- Types of Assignments You Can Use in Eligibility Profiles
- Single or Multiple Eligibility Profiles
- Create a Participant Eligibility Profile
- Examples of Eligibility Profiles
- Multiple Eligibility Profiles
- Considerations for Testing and Validating Eligibility Profiles
- Test and Validate Eligibility Profiles
- How to Configure Grandfathered Benefits
- Manage Postal Code Ranges and Service Areas in the Integrated Workbook
- FAQs for Eligibility Profiles
- 7 Life Events for Enrollment Opportunities
- Overview of Benefits Life Events
- Unrestricted Life Events
- Scheduled Life Events
- Temporal Life Events
- How You Configure Data Changes for Explicit Life Events
- How You Create Life Events in Quick Create Program
- Options to Configure Timeliness of Life Event Reporting
- Default Setting for Timeliness Evaluation
- Impact on Benefits When You Change a Worker's Hire Date
- Configure Life Event Count Display in the Evaluation and Reporting Work Area
- Configure Unrestricted Enrollments to Process Once a Day
- Unrestricted Processing Rule to Process Enrollments Once a Week
- Configure Unrestricted Enrollments to Process Once a Week
- Configure Enrollment Summary Report to Show Expanded Details
- Skip Creating Life Events for Offer Assignments
- Temporal Event Types
- Temporal Event Detection Rules
- How You Initiate Temporal Event Calculations
- Typical Setup Tasks for Temporal Event Processing
- How Derived Factor Boundaries Work
- Setup Considerations for Temporal Life Events
- Use Person Selection Formula to Trigger Temporal Life Events
- Recommended Locations in Benefits Hierarchy To Add Temporal Events
- Example of Setting Up a Temporal Life Event
- How You Troubleshoot Common Issues in Temporal Event Setup
- FAQs for Life Events for Enrollment Opportunities
- How can I enable participants to report life events on the self-service pages?
- How do I configure reporting of past events on the life event page?
- How do I handle instances when employees self-report multiple life events in a short time span?
- How can I compare enrollment opportunities and the actual enrollment details?
- How can I prevent accidental back out of life events?
- Can I close life events after making elections?
- How can I configure to close life events after making elections?
- How can I see all the notes that I added for different participants?
- Can we process multiple benefits life events that occur on the same date?
- 8 Collapsing Life Events to Filter Enrollment Opportunities
- Collapsing Life Events
- Guidelines to Select Occurred Date in a Collapsing Rule
- Proximity Days
- Collapsing Life Event Rules Formula Types
- Example of Using Formulas to Collapse Life Events
- How Participation Processing Evaluates Collapsing Rules and Timeliness Rules
- Examples of Collapsing Rules Using AND Operator
- Examples of Collapsing Rules Using OR Operator
- Examples of Collapsing Rules that Process Sequentially
- FAQs for Collapsing Life Events
- 9 Benefits Hierarchy
- Overview of Objects in a Benefits Hierarchy
- Best Practices for Designing Benefits Hierarchies
- Plan in Program Vs. Not in Program
- Objects to Configure Before Creating a Benefits Hierarchy
- Best Practices for Setting Up Eligibility in a Benefits Hierarchy
- Best Practices for Setting Up Enrollment Criteria in a Benefits Hierarchy
- How You Define Waiting Periods for Eligibility
- Delete Program and Plan Hierarchy
- FAQs for Benefits Hierarchy
- 10 Program and Plan Creation and Validation
- Create and Validate Your Benefits Hierarchy
- Ways to Create Plans
- Quick Create for Plans
- Ways to Create Programs
- How You Create Life Events in Quick Create Program
- Upload Plan Design Documents
- Overview of Plan Dependency Rules
- Define Plan Dependency Rules
- Mutually Exclusive Plan Rules
- Create and Enable Profile Option for Mutually Exclusive Plan Rules
- Create and Enable the Profile Value for Mutually Exclusive Plan Rules
- Enable Mutually Exclusive Plan Rules
- Benefits Diagnostic Reports
- Program and Plan Validation Statuses
- FAQs for Program and Plan Creation
- How can I diagnose any issues with a benefit program setup?
- How can I diagnose any issues with delivered data required for benefits plan configuration?
- How can I diagnose any issues with a Benefits setup?
- How can I diagnose any issues with a person's benefits ?
- How can I create multiple program or plan designs at one time?
- How can I associate images with offerings in self-service?
- 11 Program and Plan Basic Details
- Guidelines to Select a Benefits Program Type
- Waive Plans and Waive Options
- Group Waive Options in the Self-Service Pages
- What's the difference between defined rate frequency and communicated rate frequency?
- How Defined Rate Frequency Works with Communicated Rate Frequency
- 10-Days Defined Rate Frequency
- Options to Configure Dependent Designation Level
- FAQs for Plan and Program Basic Details
- 12 Program and Plan Eligibility at Different Hierarchy Levels
- Best Practices for Setting Up Eligibility in a Benefits Hierarchy
- Configure Dependent and Beneficiary Designations
- Display Only Eligible Offerings for Enrollment
- Use HSDL to Upload Participant Enrollments and Designations
- Use HSDL to Upload the ACA Person Details
- Download the Seeded HSDL Spreadsheets
- FAQ for Program and Plan Eligibility
- 13 Program and Plan Enrollment Criteria, Rules, and Validation
- Best Practices for Setting Up Enrollment Criteria in a Benefits Hierarchy
- Best Practices for Pairing Start and End Date Rules
- How Enrollment Rules Are Calculated
- How Default Enrollment Rules Are Calculated
- Examples of Validating Enrollment Across Plans
- Guidelines to Configure Enrollment Suspensions
- Guidelines to Configure Unsuspend Rules
- Restart Coverage for Flexible Spending Accounts
- Configure the Display of FSA and HSA Calculators
- How You Can Turn Off Calculator Tiles
- Reinstatement Rules
- FAQs for Program and Plan Enrollment
- 14 Designation Requirements for Dependents and Beneficiaries
- Options to Configure Dependent Designation Level
- Configure Dependent and Beneficiary Designations
- Example of Beneficiary Designation Requirements
- Example of Dependent Designation Requirements
- Considerations for Enforcing Dependent and Beneficiary Designation
- Enforce Dependent and Beneficiary Designation
- FAQs for Program and Plan Designation
- 15 Plan Certifications and Other Action Items
- Overview of Benefits Certifications and Other Action Items
- How Action Items Are Processed
- Options to Configure Certifications and Other Action Items
- HDL for Close Enrollment Certification Action Items
- Guidelines to Configure Enrollment Suspensions
- Examples of Configuring Certification Requirements
- Ways to Enforce Benefits Restrictions
- Examples of Enforcing Benefits Restrictions
- FAQs for Plan Certifications
- 16 Document Uploads
- 17 Rate Creation and Calculation
- Overview of Rates and Coverages
- Define Elements, Balances, and Formulas
- Rate Calculation Methods
- Multiple of Compensation Calculation Method Example
- Multiple of Coverage Calculation Method Example
- Multiple of Coverage and Compensation Calculation Method Example
- Multiple of Parent Rate Calculation Method Example
- Multiple of Parent Rate and Coverage Calculation Method Example
- Ways to Create Benefit Rates
- Benefits Rate Level Options
- Rate Display Configuration Options
- Partial Month Determination Rule Options
- Value Passed to Payroll Options
- Benefits Rate Frequencies
- Manage Deduction Reference for Voluntary Deductions
- How You Manage Benefits Standard Rates Using HDL or HSDL
- How You Manage Benefits Variable Rates Using HDL or HSDL
- Examples of Rate Start Date for Flexible Spending Account Plans
- How You Avoid Rounding Discrepancies in Communicated Rates
- Create Imputed Rates
- Waiting Period for Imputed Income Calculations
- Rules to Determine When to Calculate Imputed Income Coverage Amount
- Guidelines for Using Waiting Periods in Imputed Income Calculation
- Manage Standard Benefit Rates in the Integrated Workbook
- Choose Additional Costing Choices Using Fast Formula
- Sample Cost-Distribution Formula
- FAQs for Rates
- How can I configure a rate to apply across all legal entities in an LDG?
- How can I calculate benefit rates per paycheck instead of per pay period?
- What's the difference between limiters and ultimate limiters?
- Can I edit multiple standard benefit rates at one time?
- How can I use existing rates for additional legal employers?
- What happens if I select a 1 prior rule for previous rate or coverage end?
- How can I configure costing for a benefits rate at all tiers?
- How can I view costing distribution details of a benefit rate?
- How can I define processing information for a rate?
- How can I provide extra inputs to the rate's element?
- How can I change the effective start date of a benefit rate or coverage?
- 18 Variable Rate Profile Creation
- 19 Benefit Coverages
- 20 Flex Credit Configuration
- Overview of Flex Credit Offerings
- Flex Credit Shell Plan Components
- Examples of Flex Credit Shell Plan Configurations
- Enrollment Modes for Flex Credit Shell Plans
- Cash Disbursals and Rollovers of Excess Flex Credits
- Guidelines to Select a Benefits Program Type
- Create a Flex Credit Shell Plan
- FAQs for Flex Credits
- What's the difference between a flex credit shell plan and benefit plan?
- How can I add a flex credit shell plan to the program?
- Can I delete a flex credit shell plan?
- Can I restrict rollover of excess credits to a plan according to its contribution limits?
- Can I edit a flex credit shell plan?
- Can I edit standard rates associated with a flex shell plan?
- How can I set up a rollover rate with a flex shell plan?
- Can I delete a standard rate associated with a flex shell plan?
- What happens if I add credits to the program-level credit pool?
- What happens if I don't specify spending options to deduct from a flex credit pool?
- What happens if I don't select an excess credit treatment rule for a flex credit shell plan?
- Why can't I see all rates while defining limits enforcement?
- 21 Enrollment Display for Participants and Administrators
- Configure Enrollment Display
- Rate Display Configuration Options
- Ways to Manage Designations in Self Service Pages
- Displaying Only Eligible Offerings for Enrollment
- Ways to Manage Contacts in Self Service Pages
- Configure Contacts Page Security for Participants and Administrators
- Display Person Number in the Enrollment Pages
- Display Person Number in the Benefits Service Center Pages
- Track Participant Actions in Benefits Self Service Enrollment Pages
- Participant Actions That You Can Track in Benefits Self Service Enrollment Pages
- Enable Participants to Add Eligible Contacts During Self-Service Enrollment
- Setup Models to Enable Participants to Add Eligible Contacts in Self Service
- Constraints for Enabling New Contacts as Eligible Dependents
- Display the Missing Tiles in Self-Service Benefits
- Display Enrollment Authorization as of Life Event Occurred Date
- FAQs for Enrollment Display
- How can I show or hide the authorization page in Benefits Service Center ?
- How can I create or modify enrollment authorization text?
- What's the purpose of the Employee Resources card?
- How can I test the benefits enrollment pages before going live?
- How You Enable Benefits Participants to Update Their Personal Information
- How You Enable Enrolled Plans on the Confirmation Page to Appear in an Expanded State
- 22 Billing
- 23 Benefit Plan Configuration for Selling Time Off
- 24 Benefits Extracts: Enrollments, Designations, Rates, and Coverages
- Ways to Extract Benefits Data
- Overview of Extracting Benefits Data Using BENXML
- Overview of Extracting Benefits Data Using User Entities in HCM Extracts
- Extract Benefits Data Using BENXML
- Extract Benefits Data Using User Entities
- Get a List of Database Items for Benefits User Entities
- Guidelines for Extracting Benefits Data Using HCM Extracts
- Configure Benefits for Extracting Data
- Valid Extract Names
- Example of a Custom Layout for Benefits Extract
- How You Process Changes-Only Extracts
- Generate and Transmit Benefit Extracts
- Example of Processing Change-Only Extract Runs
- How You Can Handle SFTP Issues When Transmitting Extracts
- How You Can Use a Formula To Add More Data to Benefits Extracts
- Create a Report Using Benefits Carrier Extract Data Model
- Benefits Extract Processes
- Benefits Data Attributes in a Full Extract Output File
- Examples of Benefits Extract Runs
- 25 Benefits Configuration Exports and Imports
- 26 Integrated Workbooks for Loading Data
- Overview of Managing Benefits Objects in Integrated Workbooks
- Manage Benefit Regulations in the Integrated Workbook
- Manage Reporting Groups in the Integrated Workbook
- Manage Postal Code Ranges and Service Areas in the Integrated Workbook
- Manage Benefits Derived Factors in the Integrated Workbook
- Manage Standard Benefit Rates in the Integrated Workbook
- Manage Variable Benefit Rates in the Integrated Workbook
- FAQs for Integrated Workbooks
- 27 Formula Creation and Error Handling for Benefits
- 28 Benefits Alerts
- 29 Benefit Plan Comparison
- 30 Benefits Diagnostic Reports
- Overview of Diagnostic Reports
- How You Generate and View the Diagnostic Reports
- Benefits Batch Process Report
- Benefits Person Element Entry Report
- Delete Persons Benefits Diagnostic Report
- Person Benefits Eligibility Report
- Benefits Fast Formula Details Report
- Benefits Health Check Report
- Benefits Person Electable Choice Report
- Benefits Plan Compare Report
- Benefits Setup Diagnostic Report
- Person Benefits Diagnostic Report
- Program Information Diagnostic Report
- Benefits Open Enrollment Diagnostic Report
- Life Event Setup Diagnostic Report
- 31 Total Compensation Statement Overview
- 32 Total Compensation Statement Components
- Overview
- Items and Sources: Points to Consider
- Item Formula Type
- Category Types: Explained
- Categories and Subcategories: Points to Consider
- Category Level of Detail: Points to Consider
- Planning Statement Definitions: Points to Consider
- Statement Options: Points to Consider
- FAQs
- How can I change whether the category displays zero or no values in the statement?
- How can I display a hidden column?
- How can I hide or show the welcome message in statements?
- How can I change the welcome message text in statements?
- Why can't I delete or edit some items?
- Why did the default stock details change?
- How can I import stock data sent to me by my supplier?
- Can I reuse a previous year's statement?
- Can I correct the definition after workers received statements?
- 33 Total Compensation Worked Examples