Profile
Company level profile information such as the company name and account holder information will synchronize from the payroll system.
Locations
This is where you can add company location data with physical addresses. Note: This information will not sync from the payroll system. If the customer wants to add all of their work locations, this can be added directly in the Benefits Administration system.
Organizational Structure
Benefit offerings are often based on certain employee groups. These groups are part of the company’s organizational structure.
Organizational Structure data will sync from the payroll system. Examples of organizational structures include departments, divisions, classes, cost centers, etc.
You can also restrict admin access to specific locations or groups, filter reports by location or groups, and can also use Locations/Organizational Structures in plan setup if company offered plans have different eligibility, waiting period rules, contribution amounts, or Life/Disability benefits based on different employee classifications or office locations.
Pay Groups
It is important to add Pay Groups for benefits pay deductions and to ensure payroll deductions are accurate. Every employee record is associated with one pay group. This will allow the system to identify employee’s pay frequency, pay date, and appropriate benefit pay deduction. Every company has at least one pay group (often referred to as pay frequency). However, if a company has two sets of employee groups where pay frequency is the same but pay dates are different, it will be two separate pay groups.
The Pay Group data is not linked with the payroll systems. Hence, if the company has a new Pay Group, it must be added to the Benefits system and assigned to employees.