Editing a benefit program

Date Format

The date format applicable to the login user. 

Benefits Definition Unit

The benefits definitions unit selected in the previous page.

Program Code

A unique code identifying a benefit program.

Program Short Description

A brief description to identify the benefit program

Program Long Description

The full description of the benefit program.

 

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.

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”

Currency

The currency applicable to the benefit program.

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.

Effective From Date

The date from which the benefit program will be in effect.

Effective To Date

The date until which the benefit program will be in effect. 

To edit the Waiting Period

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.

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 edit eligibility for the program

Eligibility indicates that the criteria that the person has to satisfy for joining in the benefit program.

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 the employee satisfies the eligible criteria defined in the eligibility profile.  Help Available

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.

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.

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

Mapping to Org. Units

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

 
  • “All Org. Units”, the benefit program will be made available to all organizational units of the group company.

 
  •  “Login Org. Units”, the benefit program record will be mapped to the organizational unit to which the login user is attached.

 
  • “Selective Org. Units”, the benefit program record will be available only to specific organizational units.

 
  • “Existing Mapped Org. Units” refers to maintaining the most recent mapping of the applicable organization units

Note: The actual mapping of the benefit program to the organizational units is carried out in a separate page called “Map Org. Units”.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page objective

Use this page to edit the details of a benefit program defined earlier.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What you can do in this page

To edit the waiting period

To edit eligibility for the program

To specify multiple eligibility profiles

Mapping to Org. Units