Managing HR Resource Benefits
HR Resource Benefits defines and tracks benefits for employees and dependents. Open it from HR Programs, or from HR Resources → Benefits by double-clicking the grid. Benefit codes live in HR Benefit Codes; this form holds the resource-level rows and the DL/earnings lines that can later post to Payroll.
There is no “Update to PR” checkbox on this form. Payroll inclusion is gated by Ready? Y/N on each deduction/liability and earnings line. Active does not control the PR update.
Before you start
- Benefit codes exist (with DL/earnings, options, and rates as needed).
- Resource exists in HR Resources.
- For init from a group: HR Benefit Groups already include the codes.
- Dependents (if covered) exist on HR Resource Dependents.
- DL codes from PR Deductions/Liabilities; earnings from PR Earnings Codes; frequency from HQ Frequency Codes.
- GL Co# defaults from the HR company’s PR company.
Assign or edit a benefit manually
- Open HR Resource Benefits.
- Enter Resource #.
- Enter Dependent Seq #: 0 = the employee (Same as Resource Number). Non-zero = a dependent from HR Resource Dependents. Employer cost and DL codes apply to seq 0 only; earnings help does not repeat that restriction. Beneficiaries are free text, not dependent records.
- Enter Benefit Code, Effective Date (when the benefit becomes active), and related Info fields (Benefit ID, Smoker, cafeteria flags for reporting only, eligibility/reminder/expiration, reinstate, ACA dates/notes/Series 2 as needed).
- Check Active when the benefit should be active.
- On DL and/or earnings grids, enter codes, Option (valid option from the benefit code), rates/overrides, and set Ready? Y/N on lines that should be included the next time you run HR Update Benefit/Salary to PR.
- Save. Rows here do not write back to HR Benefit Codes.
Initialize from a benefit group
- Prerequisite: group exists in HR Benefit Groups (ElectiveYN on the group controls whether Active defaults on or off after init — Elective is not a field on this form).
- Open HR Benefit Initialization from HR Programs, or File → Initialize Benefit Group from HR Resource Benefits.
- Enter Resource #, Benefit Group, Effective Date → Initialize.
- Copies the group’s benefit codes plus their DL/earnings from Benefit Codes. Process Seq defaults to 1 on init (manual DL adds may default Process Seq null — help contradicts itself here).
- Edit the initialized rows here as needed.
- If a benefit code’s earnings/DL already exist for the resource, init warns and skips that code; other codes in the group still add.
Hire-time init is not documented on these pages. Eligibility Date initially defaults from the resource hire date unless the benefit code has an eligibility restriction (hire date + period).
Refresh rates (not the PR post)
| Action | What it does |
|---|---|
| File → Update Rates (on this form) | Refreshes this resource’s DL/liability/earnings rates from the benefit code |
| File → Update Resource Benefits from HR Benefit Codes (opens HR Benefits Update) | Code-level rate refresh across resources (optional Include Inactive Resources / Only Update Matching Rates) |
| HR Update Benefit/Salary to PR | Separate batch that posts Ready lines to PR |
Ready DL lines go to PR Employee Deductions/Liabilities; Ready earnings go to PR Automatic Earnings. If both New Rate and Old Rate on the code are 0.00, Benefits Update will not change resource rates — to push a rate to zero you need a New Rate that then moves into Old Rate. Include Inactive without Only Update Matching Rates updates all resource records for that code.
Hard rules
- Active can stay unchecked and PR can still update if Ready is set on lines.
- Only Ready lines are included; leave others unchecked and send them later.
- Expiration is for warning/reporting — it does not stop calculation.
- Cafeteria fields are informational (reports only).
- ACA Info dates write to the ACA tab; editing ACA tab dates does not write back to Info. Saving Active + dates + Series 2 Code can write an ACA History row on HR Resources.
- Canada/US note on earnings: negative earnings for pre-tax deductions are allowed but Trimble recommends pre-tax deduction setup instead.
Notes
- Related: HR Benefit Codes, HR Benefit Groups, HR Update Benefit/Salary to PR, HR Resources, HR Resource Dependents, HR Benefit Initialization, HR Benefits Update.