Creating a benefit association

Select the "Create Benefit Association" link from the left pane.
The "Create Benefit Association" page appears.
The system displays the following fields

Date Format

The date that is applicable to the login user.

If the user does not define the date format, the system will display the date format applicable to the Organization Unit; this date format is predefined in the “Enterprise Modeller Company Definitions”

Benefits General Info Unit

From the drop-down list box select the organization unit from for which the benefit association must be defined.

From the drop-down list box select the organization unit for which details of the benefit association is to be created. The drop-down list box displays all the organization units in which the Benefits General Information component has been deployed and interacts with the login organization unit.
Enter the following fields

Benefit Association Code	A unique code to identify the benefit association.
Benefit Association Short Description	A brief description to identify the benefit association
Benefit Association Long Description	The full description of the benefit association.
	For example, if you have identified the benefit association code as “BA002”, you can enter “BNFT aso.” as the short description and “Benefit Association” as the long description.
Benefit Association Basis	From the drop-down list box select the option based on which the benefit association will be defined. The drop-down list box contains the following values viz. “Grade", " Grade Set"," Department", " Job", "Employment Unit", and “Place of Work". One among them must be selected. By default “Select” will be displayed in the drop-down list box.

Enter the different grade/ grade set / department / Job/ Employment Unit/ Place of work codes that will create a benefit association in the “code” column of the multiline. Or
Enter the rule name based on which you can determine the benefit associations in the “Rule” field.

Rule

The rule name based on which the benefit association is created.

Mapping to Org. Units

From the drop-down list box select the value

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 year record will be made available to all organizational units of the group company.
	“Login Org. Units”, the benefit year record will be mapped to the organizational unit to which the login user is attached.
	“Selective Org. Units”, the benefit year record will be available only to specific organizational units.

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

Enter your opinions, comments and other details if any, in the “Comments” field.
Select the “Save” pushbutton to create the new benefit association.
As you select the pushbutton, the system will save the details entered and will display the descriptions of the codes entered in the corresponding “Description” column of the multiline if any.

To inactivate the benefit association

Select the “Inactive” check box to deactivate the benefit association record.
The created benefit association record will remain in the database but will not be available for use until it is activated again.

To Proceed

Click the "Org. Unit Mapping" link to map the benefit year record to the organizational unit.

What you can do in this page

Mapping to Org. Units

To inactivate the benefit association