Adding a test employee to Core HR allows you to test situations or scenarios that an employee may encounter without impacting official systems of Core HR such as open enrollment, events, etc.
Add ‘Test’ Employee
- Expand Employee, expand Utilities, and click Add New Employee.
- Progress through the tabs as normal to create the new test employee, but ensure you do the following:
- The last name of the employee should be "Test" to prevent the employee's data from being sent in EDI files.
- Set the ‘Test’ Employee with various settings such as Active, Married, with Dependents, etc. so you can test all the rules and different coverage level rates combinations.
- Create a Compensation Record for the test Employee as it can help drive benefit management.
- If you are unfamiliar with creating a new employee or the available fields, you can refer to our dedicated following article.
Give Test Employee Benefits
- Expand Employee, expand Benefits, and click Benefits.
- Click Check Eligibility.
- For Step 1, set the Benefit Eligibility Date to match the Start Date of the Benefit Package that you will be testing against and click View Eligible Benefits.
- For Step 2, select all the benefits with the provided checkbox. Click Process Eligibility at the bottom of the table.