Select the " Create Benefit Year" link from the left pane.
The "Create Benefit Year" page appears.
The system displays the following fields.
Date Format |
The date format that is applicable to the login user |
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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 year must be defined. |
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From the drop-down list box select the organization unit for which details of the benefit year 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 Year Code |
A unique code to identify the benefit year. |
Benefit Year Short Description |
A brief description to identify the benefit year. |
Benefit Year Long Description |
The full description of the benefit year. |
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For example, if you have identified the benefit year code as “BYR002”, you can enter “BNFTYr.” as the short description and “Benefit Year” as the long description. |
Benefit Year |
From the drop-down list box select the type of the benefit year created. The drop-down list box contains two values viz. “Calendar Year” and “Fiscal Year”. |
From Date |
The date from which the benefit year begins. |
To Date |
The date until which the benefit year is effective. |
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 |
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Note: The actual mapping of the benefit year record to the organizational units is carried out in a separate page called “Map Org. Units”.
Select the “Save” pushbutton to create the new benefit year.
To Proceed
Click the "Org. Unit Mapping" link to map the benefit year record to the organizational unit.
You can use this page to create a benefit year.