Configuring the Team Member object

US Benefits requires a number of fields to be available for transferring data to PlanSource. Configure the Team Member object as follows:

  1. Go to Setup > Objects and Fields > Object Manager

  2. Select the Label for the Team Member object.

  3. On the Team Member page select Field Sets.

  4. Select the Details Field Set.

  5. Ensure the following fields are in the Details Field Set. Drag and drop any missing fields into the Field Set:

    • Department

    • First Name

    • Gender

    • Home Address1

    • Home Address Postal Code

    • Home Address Region

    • PlanSource Subscriber Id

    • Policy

    • SSN

  6. Select Save.

  7. Select the New Hire Field Set.

  8. Ensure the following fields are in the New Hire Field Set. Drag and drop any missing fields into the Field Set:

    • Department

    • First Name

    • Gender

    • Home Address1

    • Home Address Postal Code

    • Home Address Region

    • PlanSource Subscriber Id

    • Policy

    • SSN

    • PlanSource Payroll Schedule

      This field is on the Employment Record. When editing the New Hire Field Set select Current Employment in the top left panel to find the field:

  9. Select Save.

  10. On the Team Member page select Page Layouts.

  11. Select Team Member Layout.

  12. Ensure the following fields are in the Information section of the page. Drag and drop any missing fields onto the page:

    • Department

    • First Name

    • Gender

    • Home Address1

    • Home Address Postal Code

    • Home Address Region

    • PlanSource Subscriber Id

    • Policy

    • SSN

  13. Select Save.

The Team Member object is now configured for use with US Benefits.