Add or modify benefit types

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Benefit types are benefits offered by your company and the associated table.

    Vorbereitungen

    Role required: sn_hr_core.basic, or sn_hr_core.manager

    You can add or modify a benefit type using the Managed Lists module.

    Prozedur

    1. Navigate to All > HR Administration > Managed Lists > Benefit Types.
      The HR Benefit Types list opens.
    2. Click New to create a benefit type or on an existing benefit type to edit.
    3. Complete the form.
      (The fields you see depend on how the form is configured and what fields are selected to display.)
      Tabelle : 1. HR Benefit Type form
      Field Description
      Name Benefit type.
      Value Issue value name, such as benefit_401k, or basic_life.
      Type Click and select the benefit type. Benefit types are:
      • HR Disability Benefit
      • HR Health Benefit
      • HR Insurance Benefit
      • HR Retirement Benefit
      Active Check to make this benefit type active and available to use.
      Requires beneficiaries Check to indicate that this benefit type requires beneficiaries to be entered when selected.
    4. Click Save.
      The HR Benefit Plans section appears.
    5. Click New to create a benefit plan associated with the benefit type.
    6. To modify benefit type data, find the existing benefit type in the HR Benefit Types list.
      You can use the list search menu by typing the benefit type and pressing Enter.
    7. Click the benefit type to open the form.
    8. Modify the form.
    9. Click Update.