Benefit History

 

This function displays a list of Events for the selected employee in chronological order.  

Clicking on the icon displays the Benefit History page.  

 

 

Events are of two types:  System records and Non-system records.

 

System History Records

These events are tracked automatically by the system and added to the history without user intervention.  

 

 

 

 

 

 

 

Click  next to the desired event to display the details of a System record.

  • The system displays the “Before” (if any) and “After” values of the event.

  • Except for Notes, you cannot edit the record.

  • You cannot delete the record as indicated by .

 

 

Non-System History Records

These events (same as System History) are manually entered by the user with the Add button where:

Plan No is your company's internal reference number for the benefit plan.

Coverage Type is the type of coverage available under the plan (e.g., Employee Only, Family, Standard, etc.)

Effective Date and Enroll Date default to the current date.  You may change the date using the pop-up calendar.

Event is one of the system-defined events available from the drop-down.

Deduction End is the date the employee/employer contribution to the plan ends.

Notes is a text area where the user can enter additional information about the event.

The authorized user may edit ( ) or delete ( ) non-system history records.