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.
Different benefit types have different picklists. The following tables show the picklists for common benefit types.
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 picklist:
| 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 |
| profession | Doctor, Engineer |
| hobby | Gardening, Swimming |
| smoking | Yes, No |
Use the Action Search and navigate to the Picklist Center tool.
Select (+) to create a new picklist:
For example, create a picklist with the code paymentMode. This picklist specifies the ways that an employer can pay employees the benefit amount.
Add the picklist values that you require. For example, the Payment Mode picklist can have the values Check, Cash, Bank Transfer, Payroll, and so on.
Select Create.
You have been asked to set up Global Benefits for your company, including enabling the module, setting user permissions, and creating picklists.
Confirm that Global Benefits is enabled.
Open the Provisioning page using the link provided by your instructor.
Select the Company Name.
Select Company Settings.
Check the Enable Benefits setting.
Ensure that the following settings are enabled:
Enable Generic Objects
Employee Central V2
Scroll to the top of the page and select Save Feature. When prompted, enter the company name.
Activate the Global Benefits tab in People Profile.
To add a Benefits section, complete the following steps:
Set user permissions to allow administrators to perform all tasks related to Global Benefits, allow employees to view Benefits in their People Profile, and allow employees to perform certain actions related to Global Benefits.
Use the Admin Search to open Manage Permission Roles.
Select System Admin.
Select Permissions.
Select Edit.
Select Next.
Find and select the Manage Benefits permissions from the list.
Verify that all permissions are selected.
Select Edit.
Select Save.
Repeat these steps to add the following permissions for the Employee Self-Service permission role.
| Permission Role | Permission Type | Permission |
|---|---|---|
| Employee Self-Service | Employee Views | Benefits |
| Manage Benefits | Select All |
Create new benefits screen objects as given in the table below.
| Object Type | Screen ID |
|---|---|
| Benefit | BenefitConfigUI_Version2 |
| Benefit Program | BenefitProgramConfigUI |
| Benefit Employee Claim | BenefitEmployeeClaimConfigUI |
| Benefit Enrollment | BenefitEnrollmentConfigUI |
| Benefit Program Enrollment | BenefitProgramEnrollmentConfigUI |
| Insurance Plan | BenefitInsurancePlanConfigUI_Version2 |
Use the Action Search to open Manage Configuration UI.
Select Create New.
From the Select Base Object field, select Benefits Screen Lookup.
Select the Object Type , for e.g. select Benefit.
Select the the Screen ID field, for e.g. select BenefitConfigUI.
Select Save.
Repeat the steps to add all the Configuration UI screens given in the table.
Map each benefit object with the correct Configuration UI as given in the table below.
| Object Type | Screen ID |
|---|---|
| Benefit | BenefitConfigUI_Version2 |
| Insurance Plan | BenefitInsurancePlanConfigUI_Version2 |
| Benefit Program | BenefitProgramConfigUI |
| Benefit Employee Claim | BenefitEmployeeClaimConfigUI |
| Benefit Enrollment | BenefitEnrollmentConfigUI |
| Benefit Program Enrollment | BenefitProgramEnrollmentConfigUI |
Use the Action Search to open the Manage Data tool.
In Create New, select Benefits Screen Lookup.
Set the Object Type to Benefit.
Set the Screen ID to BenefitConfigUI_Version2.
Repeat these steps to map the benefit objects with the correct Configuration UI as given in the table.
Create a picklist called Payment Mode with the following details:
| Field | Value |
|---|---|
| Code | paymentMode |
| Name | Payment Mode |
| Status | Active |
| Effective Start Date | Jan 01, 1990 |
| Display Order | Alphabetical |
| parentPickList | No Selection |
Use the Admin Search to open the Picklist Center.
Select (+) to create a new picklist.
Enter the information given in the table in the form.
Select Save.
Add values to the Payment Mode picklist.
| External Code | parentPickListValue | Label | Status |
|---|---|---|---|
| check | No Selection | Check | Active |
| cash | No Selection | Cash | Active |
| banktransfer | No Selection | Bank Transfer | Active |
| payroll | No Selection | Payroll | Active |
Open the new paymentMode picklist.
Select (+) to add a new value.
Enter the information given in the table, for e.g enter the following information:
Select Create.
Repeat these steps to add more values to the picklist using the following table.
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