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How to Manage Your Company Profile

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How to Manage Your Company Profile

Contents

Profile

Company level profile information such as the company name and account holder information will synchronize from the payroll system.   This information can be accessible by selecting your name on the Upper right hand corner of your screen.

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The remaining sections of your Company profile can be set under Company on the left side of your screen.

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Locations

Here you can add company location data with physical addresses. Note: This information will not sync from the payroll system. If you wish to add your work locations, you can be add it directly in the Benefits Administration system.

 

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Organizational Structure

Benefit offerings often vary for different 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.

Organizational information will allow you to restrict administrative 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.

Below is an example of a simple organizational structure.

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  • If you would like to create a new top level, select Add Organizational Structure and enter the name of the department.
  • If you wish to create sub-departments,  select the button to the right of the department, and enter a new department.
  • For any other departments nested below these, click on the plus ("+") next to the department name, and add the sub-department.

Pay Groups

It is important to add Pay Groups for benefit pay deductions and to ensure that payroll deductions are accurate. Every employee record is associated with a 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 more than one set of employee groups where pay frequency is the same but pay dates are different, this will require separate pay groups.

 

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The Pay Group data is not linked with the payroll system. If the company has a new Pay Group, it must be added to the Benefits system and assigned to employees.

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