Setting Up HR Benefit Codes

HR Benefit Codes define benefit plans (medical, dental, vision, and others), plan numbers, and benefit options employees can receive.

Before you start

• Know plan names, plan numbers, and option tiers your company offers.
• Have PR deduction/liability codes ready if benefits update Payroll.

Steps

1. Open HR Benefit Codes.
2. Enter a description (for example medical, dental, or vision).
3. Reference the plan name and plan number.
4. Check Update PR if benefit records should send to Payroll.
5. On the Benefit Options tab, enter the offerings for that plan.
6. Save.

Notes

• Assign codes to employees on HR Resource Benefits.
• Group eligible codes with HR Benefit Groups when the employee portal should filter by group.