HR Benefit Groups
Company Tracker action: implementation-setup-hr-benefit-groups
Milestone: Human Resources / Module Setup (milestone_id=10, core_milestone_id=2)
Order: 3
Estimated duration: 0.5 hours
Typical owner: Payroll
Purpose
Complete the Human Resources Module Setup action for HR Benefit Groups so client decide/load/accept is clear before live use. Form field detail stays on the Vista article.
Prerequisites
- Benefit codes exist.
- Decide grouping criteria (union, category, or similar).
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
- What they're for: benefit groups bundle benefit codes by offering, for example a separate plan set for each state.
- How common: most clients use one group.
- Decide / load / accept: if the client set up benefit codes, group them by offering and accept with the owner. If benefit codes are N/A, this action is too.
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.