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CONFIGURATION-BSS
CONFIGURATION-BSS

Version management

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!!!Definition & Set Up
The Benefit Self Service module requires proper setup and configuration of benefits plans, rules and rates. Much of this will already be in place if you are already using the Benefits module; however, there are new forms and new fields in existing forms to support new benefit processes.
*Define Benefit Plan Types ([IBPT])
*Maintain Lexicons ([IMLN])
*Maintain Client Site Information ([IMST])
*Define US/CDN Pay Categories ([IPPGU]) / ([IPPGC])
*Define Processing Frequencies ([IPPF])
*Define Benefit Plans/Coverages ([IBPN])
*Benefit Plan Profile ([RBPN])
*Define Benefit Schedules ([IBSC])
*Benefit Schedule Report ([RBSC])
*Define Groups ([IDGR])
*Define Event Types ([IBET])
*Open Enrollment Event Type Report ([RBET])
*Maintain Forms ([IMFD])
*Define Approval Processes ([IDAP])
*Define Workflow Actions ([IMWA])
*Maintain Where Clauses ([IMWC])
*Define User Calculations ([IMUC])
*Define Media Codes ([IMEC])
*Define Note Types ([IMNT])
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!!!Employee Information
Current employee information should be reviewed at the beginning of an Open Enrollment to ensure the employee's personal information is kept up to date.
*Define Employee Contacts ([IECT])
*My Contacts ([WEECN])
*My Personal Profile ([WEEPP])
*My Current Benefits ([WEBEN])
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!!!Life or Work Events
Various Life / Work events may affect which benefit plans/coverages an employee may be eligible for. These events may be recorded in the application and may be defined to spawn Open Enrollemnts.
!!!Open Enrollment Events
Open Enrollments are created for specific type of events, whether these are mass enrollments, life events or work events.
*Define Benefit Event Types ([IBET])
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!!!Open Enrollment
!!!Open Enrollment Periods
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*Benefit Election Exception Report ([RBOE])
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With the Open Enrollment period open to the employees, the employees may review and submit their options through the Self Service application. The Benefit Administrator may also review and manage the benefit elections.
The employees may review their election options through the Self Service application.
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*My Benefit Elections ([WEBEL])
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*My Current Benefits ([WEBEN])
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!!!Benefit Statements
A review of the employee's benefit enrollments may done through various benefit statements.
*Employee Benefits Statement ([RBBS])
*Employee Salary and Benefit Statements ([RBES])
![Notes|Edit:Internal.CONFIGURATION-BSS]
[{InsertPage page='Internal.CONFIGURATION-BSS' default='Click to create a new notes page'}]
This page (revision-4) was last changed on 26-Nov-2021 10:22 by jescottTop