Benefits Tracking

The Benefits Tracking SuiteApp enables you to track your company’s benefits plans so that both Human Resources and employees can access the details of plans within NetSuite instead of using the benefits carriers’ websites. This SuiteApp also enables you to track and report on the costs paid by your company and your employees. This SuiteApp provides the following features:

• HR administrators can view the benefit plans of individual employees.

• HR administrators can view the costs of benefits plans that they can track the financial impact.

• Employees can view their own benefits plans through a Benefits Tracking portlet that they add to their dashboard.

• HR administrators can import benefit plan information directly from carriers into NetSuite instead of entering it manually.

For more information about Benefits Tracking, see the following topics:

• Setting Up the Benefits Tracking SuiteApp

• Configuring Benefits Tracking

  • Assigning the Benefits Administrator Role

  • Creating a Custom Benefits Administrator Role

  • Confirming that Benefits Tracking Scripts Are Running

  • Creating Benefit Carriers

  • Creating Benefit Types

  • Creating Benefits

  • Assigning Benefits to an Employee

• Benefits Tracking Reports

• Importing Benefits Information from Carriers

  • Benefits Tracking Import Fields

  • Benefits Tracking CSV Examples

General Notices