Benefit codes are the benefit plans that employees can elect.
To make benefit codes available for selection in HR
Management, you will need to configure each Benefit Code with a Benefit Type in Vista
and then confirm that the setup is complete. Benefit Types allow you to group your
benefit plans under a category, such as Medical. After you set up Benefit Types, you can
assign them to the appropriate Benefit Codes.
In Vista, select Viewpoint Administration > Programs > VA Custom Field Combo
Boxes.
Select the Grid tab, and then select
BenefitType in the
ComboBox Type
column.
Select the Items tab.
Add, edit, or delete benefit types as
needed.
On the Items tab, the DatabaseValue will be used to
configure portal settings for Benefits in HR Management.
On the Info tab, the Description is the title that
displays in HR Management and on the Benefits Codes in Vista.
In Vista, select Human Resources > Programs > HR Benefit Codes:
On the Grid tab, select a Benefit Code.
Select the Info tab.
In the Benefit Type drop-down field,
select the applicable benefit type for this benefit code.
Verify all fields, and select the Update PR check box.
Select the Benefit Options tab to set
multiple rates for the same benefit code based (for example, Single, Single
& Spouse, Family):
The Description for a benefit option displays in HR
Management. If a code has only one option, the Description does not
display and employees will enter an amount or percentage during open
enrollment.
You can set a maximum percentage that may be entered
for an option in the Max
Percentage column on the Benefit Options
tab.
To restrict the number of dependents per benefit
option, use the Max
Dependent Count and Min Dependent Count
columns on the Benefit
Options tab.
Select the Deduction / Liability Codes
tab to associate a rate with each option.
Important: You should have only one deduction per benefit code and
option. If a benefit code has multiple deductions associated with it, those
deductions are added together in HR Management, which can render inaccurate
values. (For example, if you have deduction codes called 401k and 401k Catch
Up, set these up as distinct benefit codes with different benefit types so
that employees can elect and allocate to both benefits.)
For plans with options that have an employee cost
associated (Deduction Code), verify that each option has a Frequency and an
amount in the New
Rate column. In HR Management, this information displays
in the My
Contributions section for a benefit.
Note: Codes display
in HR Management as long as they have a deduction or a liability
assigned.
Liabilities display in HR Management if they are entered for an Option
with a Frequency Code and you have enabled portal setting Show Employer Costs on Benefits
Selection Page (Step 3).
Note: Frequency Code
descriptions display with Benefit Codes in HR Management. If you
would like to change how these display, see Override Frequency Code Labels for Benefits.
New Rates display in HR Management unless the Benefits Admin has
approved a window with an effective date before the effective date
entered on the Deduction/Liability Codes tab.
Select Updated YN for
all options.
To add notes to a benefit code, select the Notes tab,
and enter the desired text.
To add attachments to a benefit code, select Attachments
icon in the toolbar of the HR Benefit Codes window.
After you have completed the Benefit Code
configuration in Vista, complete the Benefits module configuration in HR Management.
