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Configuring Benefit Package: Step 5 - Setup Voluntary Benefits (Optional)

The Administrator must receive approval from the given carrier that integrates with enrollment to use the available fields. Additional setup for benefits is needed, along with data to successfully sync Core HR and carrier websites for enrollment. Employees will be redirected to the carrier website during change events and make elections with the carrier. Upon return to your system, employee costs would be received so that employee deductions could be calculated for payroll. 

Voluntary Benefits can be configured for the following Benefit Exchanges:

  • UNUM
  • PerkSpot
  • Colonial
Navigating to Voluntary Benefits
  1. Expand Settings and click Benefit Management from the menu.

    CHR_-_Settings_-_Menu_-_Benefit_Management_-_00.png

  2. Click the name of the new benefit package.

    CHR_-_Settings_-_Benefit_Management_-_List_-_00.png

  3. Click the Setup Voluntary Benefits (Optional) tab.

    CHR - Settings - Benefit Management - Benefit Tabs - Setup Voluntary Benefits - 00.png

CHR - Settings - Benefit Management - Benefit Tabs - Setup Voluntary Benefits - Menu - 00.png

UNUM

Voluntary_Benefits_-_00.png

PerkSpot

Voluntary_Benefits_-_01.png

Colonial

Voluntary_Benefits_-_03.png

 Optional Next Article for AFLAC

The next article is Step 6 - Underwriting (Enrollment) Questions

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