HR Benefit Codes
Company Tracker action: implementation-setup-hr-benefit-codes
Milestone: Human Resources / Module Setup (milestone_id=10, core_milestone_id=2)
Order: 2
Estimated duration: 0.5 hours
Typical owner: Payroll
Purpose
Complete the Human Resources Module Setup action for HR Benefit Codes so client decide/load/accept is clear before live use. Form field detail stays on the Vista article.
Prerequisites
- Know plan names, plan numbers, and option tiers your company offers.
- Have PR deduction/liability codes ready if benefits update Payroll.
Vista configuration article
See the detailed Vista guide:
Field meanings and form steps live there. Do not restate them on this page. If Phase 1 Vista depth is still incomplete for a subtopic, keep Tracker thin and link the module intro rather than inventing fields.
Implementation guidance
- When to use them: set up benefit codes only if the client will use employee portal open enrollment for benefits, such as medical, dental, vision and supplemental life.
- When to skip: benefits can be handled without HR setup, through deductions on the payroll side or imports from a third party. In that case, mark this action N/A or hide it in the Tracker.
- Decide / load / accept: if the client uses portal open enrollment, set up a code for each benefit offered, assign codes on HR Resource Benefits, and accept with the owner.
Done when
- In-scope setup for this action is loaded (or explicitly N/A / hidden when optional and out of scope).
- Owner accepts the decide/load result for go-live.
- Linked Vista configuration matches what was accepted.