A range of options help automate benefit enrollment and ease administration:
- Link a Benefit Plan to a Benefit Calculation to assess eligibility.
- Automatic eligibility assessment, including age and length of service determination.
- Direct entry of an expression as a Benefit Calculation record.
Typically used in place of an HCM formula field to return a value. Specify Team Member or Employment Record as the expression base object.
- Set a default Benefit Option for each Benefit Type, and enable default to the previous selection.
- Run a batch to identify where defaults would apply, enabling you to check details and fix any errors before re-running to commit the changes.
- Use Benefit Type settings to control the selection and assignment of default Benefit Options on Benefit Set assignment or by daily batch.
- Options for automatic benefit start dates and end dates.
Automatic benefit assignment enables significant change to sensitive Team Member records without Team Member involvement. Changes to rate tables, for example, resulting in increased levels of employee contribution can be automatically applied. Ensure that you have mechanisms in place to notify and authorize as necessary. We recommend using a sandbox environment to validate operation and work with Sage People before implementing in a live production org.
Benefit enrollment is typically partly controlled by the Team Member - the employer decides on a range of benefits to offer and the employee decides which benefits to select from those available. Sometimes you need to enroll Team Members in benefits without their involvement, using defined default Benefit Options; for example:
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When... |
Use... |
|---|---|
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Assigning default benefits to Team Members who have failed to respond to an Open Enrollment deadline. |
A manually triggered batch to select default benefits for them. |
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Assigning the legally required minimum levels of cover, defined in a Benefit Set. |
The Create Default on Benefit Set Assignment setting on the Benefit Type. |
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Assigning benefits in a new hire Benefit Set on the day of joining. |
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Assessing Team Member eligibility for benefits on a daily basis, and assigning new default benefits to those who are now eligible. |
The Create Default on Daily Batch setting on the Benefit Type. |
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Recalculating existing plan values based on daily assessment of Team Member eligibility. |
The Recalculate On Daily Batch setting on the Benefit Type. |
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Closing down benefits when Team Members cease to be eligible. |
The Close On Daily Batch setting on the Benefit Type. |