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Select the "Create Benefit Program" link from the left pane.
The "Create Benefit Program" page appears.
The system displays the following fields.
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Date Format |
The date format applicable to the login user. More Details |
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Benefits Definition Unit |
Select the organization unit in which you must create benefits program. The drop-down list box displays all the organization units where you have permission to create benefits program. Tell me more |
Enter the following fields.
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Program Code |
A unique code to identify a benefit program. |
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Program Short Description |
A brief description to identify the benefit program |
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Program Long Description |
The full description of the benefit program. |
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For example, if you have identified the benefit program code as “MngPrg002”, you can enter “Mngprg.” as the short description and “Manager Program” as the long description. | |
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Status |
From the drop-down list box, select the status of the benefit program. By default, the status will be “Pending”. You can change the status to “Active” or “Inactive” |
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Currency |
The currency applicable to the benefit program. By default, the system will display US dollars. |
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Premium Frequency |
The stated interval in which the premium is paid. From the drop-down list box, select the frequency for which the benefit program is created. The drop-down list box contains the following values that is, "Daily", "Weekly", "Biweekly", "Semimonthly", "Monthly", "Quarterly", "Semiannually", and “annually". One among them must be selected. |
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Effective From Date |
The date from which the benefit program will be in effect. |
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Effective To Date |
The date until which the benefit program will be in effect. |
Enter the waiting period to become eligible for the benefit program.
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Waiting Period |
Enter the waiting period in the field and from the drop-down list box select the required unit. The drop-down list box contains the following values namely days, months, “First day of the Month After”, “First day of Year After”. Select one value. By default the drop-down list box will display with a blank value. |
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Reference Period |
Reference period is the condition based on which the waiting period is considered. From the drop-down list box select the unit of the reference period. The drop-down list box will display the following values namely, hire date, retire date, confirmation date, as on date etc. Enter the value of the reference period in the field. You must enter the date only if he selects the “As on Date” option. |
To define eligibility for the program
Eligibility indicates that the criteria that the person has to satisfy for joining in the benefit program.
Enter the following details.
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Eligibility Profile Code |
Enter the eligibility profile code to the benefit program. As you specify the eligibility profile code, you indicate that a person can participate in the benefit program only if he satisfies the eligible criteria defined in the eligibility profile. Help Available |
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Primary Participant Eligibility Rule |
The rule name based on which the eligibility of the person is defined. You can define the rule by selecting the “Define Rule” hyperlink beside the field. |
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Dependent Eligibility Profile Code |
The eligibility profile code of the specified dependent. The eligibility profile for various types of dependents is already defined in the “Create Dependent Eligibility Profile” Activity. You can select the eligibility profile code of the required dependents from the “Help” provided. |
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Dependent Eligibility Rule |
The rule name based on which the eligibility of the dependents can be defined. You can define the rule by selecting the “Define Rule” hyperlink besides the field. |
Note: If multiple eligibility profiles for a program are to be mapped, you are to leave the corresponding fields blank. I.e., to map multiple eligibility profile for the primary participant, you have to keep the “Eligibility Profile Code” and the “Primary Participant Eligibility Rule” must be kept blank. Similarly to map multiple eligibility profiles for a dependent, you have to leave the “Dependent Eligibility Profile Code” and the “Dependent Eligibility Rule” fields blank.
To specify multiple eligibility profiles
Select the “Map multiple Eligibilities” hyperlink from the bottom of the page.
The “Map Multiple Eligibilities” page appears.
Specify the eligibility profile(s) that must be mapped to the benefit object (benefit program/ benefit plan type/ benefit plan) and save the details entered.
For more details refer to the topic “Mapping Multiple Eligibilities”
From the drop-down list box select the value
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Applicable to |
Select one of the three options available in the drop-down list box: “All Org. Units”, “Login Org. Units” or “Selective Org. Units”. If you select |
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Note: The actual mapping of the benefit program to the organizational units is carried out in a separate page called “Map Org. Units”.
You can enter opinions, comments and other details if any, in the “Comments” field.
Select the “Save” pushbutton to create the new benefit program.
Use this page to create a benefit program.
To define eligibility for the program
To specify multiple eligibility profiles