How to Add/Modify Benefit Definitions

This screen allows the user to add, modify and delete Benefit Type Code definitions and details at the Board level.

Use the following steps to Add/Modify Benefit Definitions:

          1. Click on Board Control

          2. Click on Benefits

          3. Click on Benefit Type Definitions

          4. Click the Find button at top of the menu bar to see all records in the database.

          5. If K212 HRP dialog box displays, click Yes to continue.

          6. Select a Benefit Type Code to modify, or Select New at the top of the menu screen to add a new record

          7. Select a Benefit Type Code value to add a definition to.  (i.e OMERS)

          8. Select a Benefit Start Date value

          9. Enter a Year Ends In value

          10. Select a Carrier Code value

          11. Enter a Policy # value

          12. Enter a Liability Account/Rule value

          13. Enter an Expense Account/Rule value

          14. Select a Are Multiple Coverages Allowed For An Employee? value (i.e Yes)

          15. Enter in any other relevant information on the screen (If applicable) (Consult the user guides for more information about each field)

          16. Select a Status value (i.e Active)

          17. Click the Save button to save your changes