Setting Up HR Benefit Groups

HR Benefit Groups bundle benefit codes into eligibility sets (for example by union or employment category). Groups also control which benefit codes employees can see in the employee portal.

Before you start

• Benefit codes exist.
• Decide grouping criteria (union, category, or similar).

Steps

1. Open HR Benefit Groups.
2. Enter a group name and description.
3. Assign the benefit codes that belong to the group (initialize into the group when that option is available).
4. Save.
5. Use the group in employee portal setup so employees only see eligible codes.

Notes

• Wrong code membership shows the wrong plans in the portal—review the group when plans change.