US Benefits requires a number of fields to be available for transferring data to PlanSource. Configure the Employment Record object as follows:
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Go to Setup > Objects and Fields > Object Manager.
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Select the Label for the Employment Record object.
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On the Employment Record page select Field Sets.
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Select the Details Field Set.
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Ensure the following fields are in the Details Field Set. Drag and drop any missing fields into the Field Set:
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Basis
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Start Date
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Select Save.
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Select the Terminate Field Set.
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Ensure the following fields are in the Terminate Field Set. Drag and drop any missing fields into the Field Set:
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End Date
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US Benefit End Reason (COBRA)
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Select Save.
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Stay on the Employment Record in Object Manager and select Page Layouts.
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On the Page Layouts page select the Employment Layout-US.
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Ensure the PlanSource Payroll Schedule field is on the page layout, and if not drag and drop it into place.
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Select Save.
The Employment Record object is now configured for use with US Benefits.