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