Adding a new Benefit Supplier

Benefit Suppliers are the organizations providing benefits to your Team Members through Benefit Plans. Each Benefit Plan is linked to one or more Benefit Options. Benefit Options can be made available to Team Members through WX.

Much of the information held for Benefit Suppliers is typically provided by the suppliers themselves, and details of the Benefit Plans are agreed between your organization and the supplier.

To add a new Benefit Supplier:

  1. Select the Benefit Suppliers tab.

    Sage People displays the Benefit Suppliers Home page.

  2. Select New.

    Sage People displays the New Benefit Supplier Edit page.

  3. Complete the fields as follows:

    Field

    Description

    Benefit Supplier Name

    The name by which the supplier is known. By default the supplier name is displayed to Team Members in WX when they work through the benefit selection process.

    Description

    A description of the Supplier. Typically the description is supplied by, or based on material from the supplier.

    Use the content editing tool bar to control the appearance of the description in WX. You can insert links and images if you want.

    The description is usually more effective in WX if it is brief. Use links to provide access to more information if necessary.

    Website

    The URL for the Benefit Supplier's website.

    Enter the URL in full starting with http:// or https://.

    You can also include website links in the description by selecting the link icon .

  4. Select:

    • Save to save the Benefit Supplier details.

      Sage People displays the Benefit Supplier Detail page ready for you to add Benefit Plans.

    • Save & New to save the Benefit Supplier details and display another New Benefit Supplier Edit page.

    • Cancel to discard your changes and return to the Benefit Suppliers Home page.