My Daily Work à Mass Actions à HR Processing à Benefits: Post Benefit Items for Employees

1.       This mass action can be utilized to post or delete a benefit item for a group of employees; who were already enrolled at a relevant benefit (plan-option).

2.       Specify & apply required search criteria at the provided advanced filter; Selection link.

3.       Press Employees link to check employees listed, as a result of the applied filtering criteria.

4.       Click Batch link to specify batch details, in terms of the following:

o   Specify Benefit Plan Data & required benefit enrollment range of dates.

o   Specify required ‘Activity Date’ duration for the selected benefit item(s), as the ‘Activity Date’ is configured for each benefit item at System Setup à Benefit à Benefit Plans à Plan Options à items à Occurrence Every/Posting Date.

o   Check ‘□ Overwrite Existing Values’ option to replace the current values of the selected benefit item(s) by the new value; specified at this batch.

o   Specify Benefit Item Data & required Posting Options.

o   Key in Amount for the posted benefit item(s), whether a numerical value or a benefit item equation.

5.       Click Post to post the required benefit item(s) to a batch of employees.

6.       Click Delete to delete the specified benefit item(s) for the selected group of employees, regardless of its amount.