Objective
The next step in configuring Global Benefits is to create and populate the picklists that will be used throughout the application. A picklist is a list of values that make up the selections in dropdown lists. For example, a field called Country can contain a picklist with the values USA, Germany, Brazil, and so on.
Picklists are managed using the Picklist Center.
Some benefit types, such as pensions and insurance, have required picklists that must be created before the benefit can be configured. The following tables show the required picklists for common benefit types. Keep in mind that the picklist names are case sensitive.
Picklists relevant for all benefit types:
| Picklist Name(external code) | Example Values |
|---|---|
| BenefitContactType | HR Admin, Payroll Admin |
| paymentMode | Check, Cash, Bank Transfer, Payroll |
Pension relevant picklists:
| Picklist Name(external code) | Example Values |
|---|---|
| relationShipType | Mother, Father, Spouse |
Insurance relevant picklists:
| Picklist Name(external code) | Example Values |
|---|---|
| benefitInsuranceDependentOption | Self, Self + Spouse, Self + Family |
| benefitInsuranceCoverageLevel | One Bed, Two Bed |
| insurancetype | Life/Term, Medical, Dental, Vision |
| relationShipType | Mother, Father, Spouse |
| MaritalStatus | Married, Single |
In this exercise, you will create several picklists that will be used to create benefits. You will also edit the Insurance Type picklist to add the DENTAL entry.
Use the Admin Search to open the Picklist Center.
Add the DENTAL entry to the Insurance Type picklist.
| Picklist Value | Field Values |
|---|---|
| Dental | External Code: DENTAL Label: Dental Status: Active |
Use the Search field to search for the picklist insuranceType.
Select the hyperlink to open the picklist.
Select the currently active picklist.
Select "Add New Value (+)".
Enter the details given in the table.
Select Create.
Create a picklist to contain the payment modes that will be used for the benefits payouts with the following details:
| Field | Value |
|---|---|
| Code | paymentMode |
| Name | Payment Mode |
| Effective Start Date | Jan 1, 1990 |
| Status | Active |
Use the Action Search and navigate to the Picklist Center tool.
Select (+) to create a new picklist.
Enter the values given in the table above.
Select Save. The Picklist Values screen will appear.
Add the following values to the picklist:
| Picklist Value | Field Values |
|---|---|
| Bank Transfer | External Code: banktransfer Label: Bank Transfer Status: Active Non-Unique External Code: Bank Transfer |
| Check | External Code: check Label: Check Status: Active Non-Unique External Code: Check |
| Cash | External Code: cash Label: Cash Status: Active Non-Unique External Code: Cash |
| Payroll | External Code: payroll Label: Payroll Status: Active Non-Unique External Code: Payroll |
Select (+).
Enter the values given for picklist value Bank Transfer.
Select Create.
Repeat the steps a-c, to add the values for Check, Cash and Payroll to the picklist.
Create a picklist called relationShipType with the values Spouse and Child.
| Picklist Value | Field Values |
|---|---|
| Spouse | External Code: SPOUSE Label: Spouse Status: Active |
| Child | External Code: CHILD Label: Child Status: Active |
Select (+).
Enter the values given in the table above.
Select Save. The picklist screen will appear.
Create a picklist called benefitInsuranceDependentOption with the value "EMPLOYEE".
| Picklist Value | Field Values |
|---|---|
| Employee | External Code: EMPLOYEE Label: Employee Status: Active |
Select (+).
Enter the values given in the table above.
Select Save. The picklist screen will appear.
Picklists encompass the values used in dropdown lists.
Picklist values vary depending on the type of benefits.
Picklists are managed using the Picklist Center.