Definition & Set Up #
- 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)
Employee Information #
- Define Employee Contacts (IECT)
- My Contacts (WEECN)
- My Personal Profile (WEEPP)
- My Current Benefits (WEBEN)
Dependents/ Beneficiaries #
- My Dependents (WEBDP)
- Define Benefit Recipients (IBRA)
- Define Benefit Recipients by Plan (IBRP)
- Maintain Benefit Enrollments (IBEN)
Life or Work Events #
Open Enrollment #
- Create Benefit Open Enrollments (UBOE)
- Manage Open Enrollments (IBOE)
- Benefit Election Exception Report (RBOE)
Benefit Elections #
- View Employee Benefit OE Elections (VBOEE)
- Process Employee Benefit OE Elections (IBPOE)
- My Benefit Elections (WEBOEE)