Skip to main content
Skip table of contents

Benefits Defaults Database Maintenance


Benefits Defaults By Category (Employee)

The Benefits By Category (Employee) Menu lets you add, change, delete or inquire on employee benefits defaults.

When an employee does not yet have benefits, the Employee Benefits Screen will determine what default benefits to load based on this profile.

The position profile benefit codes are used if they exist. If they do not exist, the category profile defaults are used. When calculating the default benefits for an employee, the program first builds a list of all of the positions to which an employee is assigned (as of the current system date). It will then look for a position profile for each position where the total assigned hours or FTE is within the start and end amounts on the profile. If any position profiles are found, the program will load the benefit codes from this position or positions as the default benefit codes to be loaded onto the employee. If no defaults can be found by position, then defaults are sought from the category profile(s).

Each benefit code is marked with a status, specifying whether it is compulsory (meaning it cannot be deleted from an employee), or not (which means it can be deleted). There is a third status denoted by the letter 'X' which means that although the benefit can be deleted; you will be warned that you are removing a benefit with the special 'X' designation.

Benefits Defaults by Category (Employee) Additions

The Benefits by Category (Employee) Additions screen lets you create a list of defaults benefits for each payroll and employee category.

Payroll Id

Enter the payroll for which you want to establish defaults. Search to view and/or select from valid payroll ID codes. Leave this field blank and <CR> to exit.

Category Code

Enter the category for which you want to establish defaults. Search to view and/or select from valid category codes.

Start Hours/FTE

Enter the starting value in the range of hours or FTE for which this profile applies. The start and end hours/FTE fields allow you to default different benefits depending on how many hours or how much FTE an employee works. So, for example, you could default certain benefits for full time employees, and other benefits for part time employees. Whether the value you enter is hours or FTE depends on the assignments that are entered for the employee group you are dealing with. If you are entering values for support staff and support staff are entered as hours, then the values you enter here would be considered to be hours.

End Hours/FTE

Enter the ending value in the range of hours or FTE for which this profile applies. The start and end hours/FTE fields allow you to default different benefits depending on how many hours or how much FTE an employee works. So, for example, you could default certain benefits for full time employees, and other benefits for part time employees. Whether the value you enter is hours or FTE depends on the assignments that are entered for the employee group you are dealing with. If you are entering values for support staff and support staff are entered as hours, then the values you enter here would be considered to be hours.

Code

Enter the code of the benefit that you want to add to the list of benefits for the specified category. Search to view and/or select from valid deduction codes.

Compulsory

Enter 'Y' if this benefit is compulsory. Benefit can never be removed (deleted) from the employee in the Employee Benefits Screen.

Enter 'N' if this benefit is NOT compulsory. This means that the benefit can be removed (deleted) from the employee.

Enter 'X' if you want to allow this benefit to be removed with a warning.  

Benefits Defaults By Position (Employee) Menu

The Benefits By Position (Employee) Menu lets you add, change, delete or inquire on employee benefits defaults.

When an employee does not yet have benefits, the Employee Benefits Screen will determine what default benefits to load based on this profile.

Benefits Defaults by Position (Employee) Additions

The Benefits Defaults by Position (Employee) Additions screen lets you create a list of defaults benefits for each payroll and assigned position.

Payroll Id

Enter the payroll you want to establish defaults for. Search to view and/or select from valid payroll ID codes. Leave this field blank and <CR> to exit.

Position Code

Enter the position you want to establish defaults for. Search to view and/or select from valid position codes.

Start Hours/fte

Enter the starting value in the range of hours or FTE for which this profile applies. The start and end hours/FTE fields allow you to default different benefits depending on how many hours or how much FTE an employee works. So, for example, you could default certain benefits for full time employees, and other benefits for part time employees. Whether the value entered is hours or FTE depends on the assignments that are entered for the employee group you are dealing with. If you entering values for support staff and support staff are entered as hours, then the values you enter here would be considered to be hours.

End Hours/fte

Enter the ending value in the range of hours or FTE for which this profile applies. The start and end hours/FTE fields allow you to default different benefits depending on how many hours or how much FTE an employee works. So, for example, you could default certain benefits for full time employees, and other benefits for part time employees. Whether the value you enter is hours or FTE depends on the assignments that are entered for the employee group you are dealing with. If you entering values for support staff and support staff are entered as hours, then the values you enter here would be considered to be hours.

Code

Enter the code of the benefit that you want to add to the list of benefits for the specified category. Search to view and/or select from valid deduction codes.

Compulsory

Enter 'Y' if this benefit is compulsory (benefit can never be removed (deleted) from the employee in the

Employee Benefits Screen 

Enter 'N' if this benefit is NOT compulsory (benefit can be removed (deleted) from the employee).

Enter 'X' if you want to allow this benefit to be removed with a warning.  

Benefits Defaults By Category (Dependent) Menu

The Benefits By Category (Dependent) Menu lets you add, change, delete or inquire on dependent benefits defaults.

When a dependent does not yet have benefits, the Employee Benefits Screen will determine what default benefits to load based on this profile.  

Benefits Defaults By Category (Dependent) Additions

The Benefits Defaults By Category (Dependent) Additions screen lets you create a list of dependent defaults benefits for each payroll and assigned position.

Benefits Defaults By Position (Dependent) Menu

The Benefits By Position (Dependent) Menu lets you add, change, delete or inquire on dependent benefits defaults.

When a dependent does not yet have benefits, the Employee Benefits Screen will determine what default benefits to load based on this profile. 

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.