Benefit Plan

The Benefit Plan screen displays a listing of all benefit plans in the system. Examples of benefit plans are Vacation/PTO, Sick Time, Extended Illness, or Family Leave.

The balances of these benefit plans are reduced when an employee is assigned a pay code that is linked to that benefit plan. The balances are reduced in the sequence established in the Benefits Hierarchy configuration table. For example, if an employee has separate Sick and Vacation benefit plans, if the employee does not have enough benefit hours accumulated to cover all hours of a Sick day, the system may reduce the Vacation hours by the remaining balance.

If available, Indicator and/or Parameter tabs open screens to view settings that determine processing rules specific to the open record.

Note  

For more information, see Configuration > System > Indicators and/or Parameters.

The Audits tab opens a screen to view an audit trail on additions, edits, and deletions to the open record.

Record Management

Depending on the user's authorization level, the following actions may be available.

Note  

The options listed below are not available for some screens.

Depending on the page displayed, the following fields may be available. Click on the link to view a description of the fields.

Assignment Source Classification

Assignment Source Code

Code

Description

Number

Assignment Source Classification

The system classification of the assignment source record (Standard, Customer, User-Defined, or Replicated). After entering the Assignment Source Classification, Assignment Source options with the selected classification are listed in the Field Look Up Values.

Assignment Source Code

The short name or abbreviation for the assignment source that relates to this record. These codes are previously set up on Configuration > Assignment > Assignment Source.

Note  

There are many standard assignment source codes that match the rule being validated. Additional replicated or user defined codes can be added.

Code

The alphanumeric short name or abbreviation used to identify this benefit plan.

Description

The label describing this benefit plan.

Number

A numeric value identifying this benefit plan, used with input devices.

Action Buttons

The following Action buttons may be available in the left pane, depending on the page that is open: