How do I create a benefits category?
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In this third of our 6-part video series on creating a total compensation statement, you’ll go through the steps to create a benefits category.
Start on the Home page.
Before you create your benefits category, you’ll want to verify that all the benefits compensation items you want to add to it have been created.
Click My Client Groups.
Click Compensation.
Open the Compensation Items work area, select the element entry filter, and search for one of the benefit items, for example, medical.
Click Compensation Items.
Click Source Type and select Element Entry.
In the search results you can verify that both the employe and employer medical contribution items already exist. You can drill down into the results to view the details.
In the Search field enter medical contribution.
Highlight the EE Medical Contribution and ER Medical Contribution rows.
Click the ER Medical Contribution link.
You can verify the element entry details, and test it to verify it works well and how it will appear in the statement.
Click Test Element Entry.
In the Validation Option field select Validate by statement.
In the Statement Definition Name field select US Total Compensation Statement.
In the Statement Period field select 1/1/24-12/31/24 (will be at the bottom of the list).
In the Sample Person field enter VPHR and press ENTER.
Click Validate.
Confirm the element entry retrieved values and there were no errors.
Click the Details tab.
You can also view more details of the element. Use these same steps to verify and test all the compensation items, such as dental, vision, life insurance, and disability insurance, that you want to add to your benefit category.
Click Cancel.
After you verify all your compensation items, you can create your benefits category. To begin, open the Compensation Categories work area.
Click the Go back icon.
Click Compensation Categories.
Click Add.
Enter the name of your new benefits category and select the Benefits Category Type.
In the Category Name field, enter Benefits_V3.
In the Category Type field select Benefits.
Click Continue.
Select the level of detail and how you want the item details to appear in the online and printable statements. Now add your items.
In the Level of Detail field select Viewers drill into line items to see details.
In the Display item details section in online statement field, select Include line item detail sections.
In the Display item details section in printable statement field, select Do not include line item detail sections.
Click Add Items 5 times.
Add the name and description for each item.
In the Name fields enter Medical, Dental, Vision, Disability, and Life.
In the Description field in the Medical, Dental, and Vision rows, enter Amounts reflects your coverage.
In the Description field in the Disability row, enter LTD provides income protection.
In the Description field in the Life row, enter Life insurance is a core benefit.
In the Medical row, Your Contribution field, select Search.
Then add the worker and company contributions.
In the Item Name field, enter EE Medical.
Click Search.
In the Search Results, click EE Medical Contribution.
Click OK.
In the Medical row, Company Contribution field, select Search.
In the Item Name field, enter ER Medical.
Click Search.
In the Search Results, click ER Medical Contribution.
Click OK.
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In the Life row, Your Contribution field, enter Basic Life and press Enter.
Click to select the Medical row.
After you’ve added a contribution you can configure the “zero values” option.
Click Actions and select Configure Zero or No Value Behavior of Row.
You can decide how you want information displayed if there are no values. If you select the first option, you can add medical benefits for all workers regardless of their level, salary type, or country and only information that’s pertinent to each worker will be displayed. This can save you time and minimize proliferation of statement definitions and eligibility profiles.
In the Zero Contributions Display field select Do not display row when no values exist or values are zero.
Click OK.
Click to select the Disability row.
Click Actions and select Configure Zero or No Value Behavior of Row.
If you choose to always display a row, you’ll have the option to create an alert with a personalized message to let workers know they haven’t elected a benefit.
In the Zero Contributions Display field select Always display the row.
In the text field, enter: It looks like you haven't taken advantage of our disability plan offering, which helps to protect your income should you become disabled. For more info about this voluntary coverage, please see our plan description at url.com.
Click OK.
Then you can create graphs.
Click the Graphs tab.
By default, you have the option to create 2 graphs.
In the First Graph, Graph Title field, enter Employee Versus Company Contributions.
In the Graph Type field select Bar.
Click the Your Contribution and Company Contribution checkboxes.
In the Second Graph, Graph Title field, enter Total Contribution Comparison.
In the Graph Type field select Pie.
Click the Your Contribution and Company Contribution checkboxes.
Click the Descriptive Text tab.
Here you can enter text and links to describe what's included in this category, or details about policies and options, and format it as needed. When you’re finished, click Save and Close.
Click Save and Close.
This concludes part 3 of our 6-part video series on creating a total compensation statement. Be sure to check out part 4, where you’ll go through the steps to create a user-defined category for commissions. Thanks for watching.
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