Configuring and Using Other Benefits

To configure Other benefits in your system, perform the following steps:

1. Use the Action Search and navigate to Benefits Admin Overview.

2. Select Create New → Benefit.

3. In Step 1: Specify Benefit Type, set the Benefit Type field to Other.

   

4. In Step 2: General Information, enter the general data such as:

   • Benefit ID: A unique identifier for the benefit.

   • Benefit Name: Specify the benefit name that you want to create.

   • Effective From: Select the date from when the benefit is effective in the organization. Based on this date, all employees for whom the benefit is applicable see it on their Employee Overview page.

   • Benefit Program: Select the relevant benefit program.

   • Status: Select the relevant status for the benefit, either Active or Inactive.

   • Benefit Short Description: Specify the short description for the benefit.

   • Currency: The currency associated with the value of the benefit.
   • In the Eligibility Criteria section, enter the following:

     • Entitlement Amount: Specify the maximum amount that an employee can claim for the selected benefit.

     • Currency.

     • Eligibility Rule: Select benefit rules to define eligibility criteria for the benefit.

     Note

     If you maintain both the entitlement amount and the eligibility rules, the system uses the eligibility rule to determine the entitlement amount. You can see this amount on the enrollment and claim screen of the particular benefit.

   

5. In Step 3: Associate Legal Entities, specify the name of the legal entity/company for which you want this benefit to be active in the Legal Entity field.

   

6. In Step 4: Specify Enrollment and Claim Dates, specify the following:

   

   • Benefit Schedule: Select the schedule. Based on the period that you maintain in the schedule, the system determines the validity of enrollment and claim. To create a benefit schedule, choose Add. The Benefit Schedule pop-up screen appears. Enter the following data:

     

     • Schedule ID.

     • Schedule Name: Specify the name of the schedule for a particular benefit.

     • Schedule Periods: Select the schedule period or create a new period. To create a new period, select Add. The Benefit Schedule Period screen appears. Enter the following data:

       

       • Period ID.

       • Period Name.

       • Enrollment Opens: Enter the start date for enrolling in a benefit. The employee can enroll for a particular benefit from this date.

       • Enrollment Closes: Enter the end date for enrolling in a benefit. The employee can enroll for a particular benefit until this date.

       • Enrollment Effective From: Enter the date from which the enrollment is valid. Benefit eligibility rules will be evaluated as of the enrollment effective from date.

       • Enrollment Valid Until: Enter the date until which the enrollment is valid. After this date, the employee must renew the enrollment to continue being eligible for a benefit.

       • Claim Starts: Enter the Start date for claiming a benefit.

       • Claim Ends: Enter the end date for claiming a benefit. Until this date the employee can claim for a particular benefit.

       • Balance Carry Forward Up to Date: Enter the date up to which an employee can carry forward any unclaimed balances.

   • Frequency: Specify the frequency of occurrence of the benefit.

7. In Step 6: Define Enrollment Details, specify the following:

   Enrollment Required: You can only select No for benefit Other.

   If you select Yes, you get the error: Enrollment is not relevant for selected benefit type Other, please select enrollment required as No.

   If you select No, the employee is not required to enroll in a benefit to avail themselves of the benefit. If the employee is eligible, they automatically see the benefit in the Employee Overview page.

   

8. In Step 7: Add Useful Contacts, enter the details of the contact person for the relevant benefit in the Contacts field. You can see this data on the Enrollment and Claim screen.

   

9. In Step 8: Hyperlinks, Policy Documents, and Forms, you can specify the related benefit documents:

   • Policy Documents: Enter the policy description and attach the relevant policy document.

   • Form: Attach the relevant form which the employee has to fill in.

   • Links: Enter the related web links, if any.

   

   To upload, you must save the documents. You can see this data on the Enrollment and Claim screen.

In the exercise, you will create a benefit that grants access to the fitness center for your company's employees using the Other Benefits feature, with a value of USD 100 per person per month.

1. Create a new benefit schedule with the following details:

   Field	Value
   Schedule ID	2025OTHER
   Schedule Name	2025 Other Benefit Schedule
   Schedule Period	Period ID: 2025OTHER Period Name: 2025 Other Benefit Schedule Period Enrollment Opens:01/01/2025 Enrollment Closes :12/01/2025 Enrollment Effective From: 01/01/2025 Enrollment Effective Until: 12/31/2025

   1. Use the Action Search and navigate to Benefits Admin Overview.

   2. Select Create New → Benefit Schedules.

   3. Enter the given Schedule ID and Schedule Name.

   4. In the Schedule Period field, choose +.

   5. Enter the details given in the table for the Schedule Period .

   6. Select Save and close the Benefit Schedule Period window.

   7. Choose Save.

2. Create a new benefit using the data in the following table:

   Field	Value
   Benefit ID	FITNESS_CENTER
   Benefit Type	Other Benefits
   Benefit Name	Fitness Center
   Benefit Short Description	Fitness Center
   Effective From	01/01/2025
   Status	Active
   Currency	USD
   Entitlement Amount	100
   Legal Entities	Ace USA
   Benefit Schedule	2025 Other Benefit Schedule Period
   Frequency	Monthly
   Enrollment Required	No

   1. Use the Action Search and navigate to Benefits Admin Overview.

   2. Choose Create New: → Benefit.

   3. Enter the data from the table.

   4. Proxy as Carla Grant to confirm that the benefit is showing up in the Benefits tab.