Add or modify Life, AD&D insurance benefits

You can add or modify an insurance benefit for an employee using the HR Benefits module.

Before you begin

Role required: sn_hr_core.basic, or sn_hr_core.manager

About this task

Employees can ask questions about insurance benefits and request to enroll in or modify an insurance plan by submitting a request through the HR Service Portal. An insurance benefits case is opened and can be viewed and managed.

Procedure

1. Navigate to All > HR Profile > Life, AD&D Insurance Benefits.
2. Click New to open an insurance benefit record.
3. Complete the form.
   (The fields you see depend on how the form is configured and what fields are selected to display.)

   Table 1. HR Insurance Benefit form

   Description	Field
   The name of the insurance plan. Click the Lookup using list icon and select the plan for the employee.	Plan
   The user who requested enrollment. Click the Lookup using list icon and select the user.	Employee
   The membership/enrollment ID number of the employee.	Plan ID
   The life insurance company that provides the insurance benefit. Fills in when the plan is selected.	Provider
   The type of insurance plan. Fills in when the plan is selected.	Plan type
   Enter the coverage type of the plan. An example is Family Coverage or Individual Plan. Not all insurance plans have coverage type.	Coverage type
   The period the insurance policy covers.	Term
   Click the Lookup using list icon to search for and select contacts that are beneficiaries.	Beneficiaries
   List of family members of the employee covered under the health benefit.	Who is covered
   Date when the benefit is active for the employee and beneficiaries.	Start date
   Date when the benefit is no longer active for the employee and beneficiaries.	End date
   Dollar amount employer contributes to plan per paycheck.	Employer Contribution (per paycheck)
   Dollar amount employer contributes to plan per year.	Employer Contribution (per year)
   Dollar amount employee contributes to plan per paycheck.	Employee Contribution (per paycheck)
   Dollar amount employee contributes to plan per year.	Employee Contribution (per year)

4. Click Submit.
   The insurance benefit is listed in the HR Insurance Benefits list.
5. To modify insurance benefit data, find the existing insurance benefit in the HR Insurance Benefits list.
   You can use the list search menu by typing the employee name and pressing Enter.
6. Click the health benefit to open the form.
7. Modify the form.
8. Click Update.