Configuring Benefits Tracking

After you install the Benefits Tracking SuiteApp, you have a series of steps to perform to configure 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

Assigning the Benefits Administrator Role

When you install the Benefits Tracking SuiteApp, a Benefits Administrator role is created in your account. You should assign the Benefits Administrator role to employees who oversee your benefits programs. For more information, see Assigning Roles to an Employee.

Note:

The Benefits Administrator role does not have full Benefits – Employee Benefit permissions by default. This is because this role is not intended to have full permissions to employee records. To import and assign employee benefits using this role, you may use Staging import or create a custom role.

Creating a Custom Benefits Administrator Role

If you need to create a custom benefits administrator role to better suit your needs, make sure you assign the correct set and level of permissions. For more information, see Customizing or Creating NetSuite Roles.

The minimum set of permissions for a custom role to access and update benefits on the employee record are listed below.

Permission Type	Permission	Level
Lists	Payroll Items	View
Custom Record	Benefits - Benefit Deduction	View
	Benefits - Benefit Employer Contribution	View
	Benefits - Employee Benefit	Full
	Benefits - Translation	View

Custom benefits administrator roles that require edit access to your company’s benefit records including benefit types, plans and carriers need a larger set of permissions with higher levels. These permissions are listed in the table below.

Permission Type	Permission	Level
Lists	Payroll Items	View
	Perform Search	View
	Subsidiaries	View
Setup	Control SuiteScript and Workflow Triggers per CSV Import	Full
	Custom Record Types	View
	Import CSV File	Full
Custom Record	Benefits - Benefit	Full
	Benefits - Benefit Carrier	Full
	Benefits - Benefit Coverage	Full
	Benefits - Benefit Deduction	Full
	Benefits - Benefit Employer Contribution	Full
	Benefits - Benefit Type	Full
	Benefits - Employee Benefit	Full
	Benefits - Staging	Full
	Benefits - System Propagate Cost	Full
	Benefits - Translation	View

Confirming that Benefits Tracking Scripts Are Running

To confirm that scripts are running:

1. Go to Customization > Scripting > Scripted Records.

2. On the Scripted Records page, click Edit beside Employee.

3. On the User Event Scripts tab, make sure that the Deployed box beside the Benefits - Employee UE script is checked.

4. On the Client Scripts tab, make sure that the Deployed box beside the Benefits - Employee Client script is checked.

5. Click Save.

Related Topics

Creating Benefit Carriers

Creating Benefit Types

Creating Benefits

Assigning Benefits to an Employee

General Notices