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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:
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Go to Setup > Objects and Fields > Object Manager
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Select the Label for the Team Member object.
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On the Team Member 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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Department
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First Name
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Gender
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Home Address1
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Home Address Postal Code
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Home Address Region
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PlanSource Subscriber Id
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Policy
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SSN
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Select Save.
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Select the New Hire Field Set.
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Ensure the following fields are in the New Hire Field Set. Drag and drop any missing fields into the Field Set:
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Department
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First Name
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Gender
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Home Address1
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Home Address Postal Code
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Home Address Region
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PlanSource Subscriber Id
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Policy
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SSN
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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:
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Select Save.
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On the Team Member page select Page Layouts.
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Select Team Member Layout.
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Ensure the following fields are in the Information section of the page. Drag and drop any missing fields onto the page:
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Department
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First Name
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Gender
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Home Address1
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Home Address Postal Code
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Home Address Region
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PlanSource Subscriber Id
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Policy
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SSN
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Select Save.
The Team Member object is now configured for use with US Benefits.