For benefits to be processed we will use the utility titled "Create Benefit Records."
Expand for Navigation Steps to Plan Utilities
- Expand 'Settings' and click Benefit Management from the menu.
- Click Plan Utilities from the menu bar.
To run a Plan Utility, you will:
- Select Utility and choose the effective date to run the utility for. This will differ depending on what utility you are running and the desired outcome you are wishing to see.
- Read the description next to the Utility you are selecting for what effective date to use to produce the desired result.
- If the Utility you are choosing has additional options to select you will want to review these option and select accordingly (E.g. Recalculating cost you can choose to have a new start date entered for the benefit as well as you can select to only recalculate those with a compensation change or compensation & other earnings change.
- Click Save and Continue to proceed to the next step.