HRMS › Benefits
Benefit Plans
What is offered, who carries it, and what a period of it costs the employee and the employer. Every election is against one of these.
Where to find it
Address in the console: /hrms/benefit-plans
List · 8 columns · 8 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Type | Status | plan_type |
| Carrier | Text | carrier |
| Employee pays | Amount | employee_cost_per_period |
| Employer pays | Amount | employer_cost_per_period |
| Pre-tax | Yes or no | is_pretax |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Type | Choice | medical, dental, vision, life, disability, retirement, other | |
| Employee cost a period | Number | ||
| Employer cost a period | Number | ||
| Deduction code | Choice | Looked up from existing records | The payroll deduction the employee share is taken under. |
| Tax treatment | Choice | Pre-tax, Section 125 (medical, dental, vision, health FSA), Pre-tax HSA (W-2 box 12 W), Pre-tax dependent care FSA (W-2 box 10), Pre-tax transit and parking (Section 132), Pre-tax 401(k) (box 12 D; FICA still due), Pre-tax 403(b) (box 12 E), Pre-tax 457(b) (box 12 G), Roth 401(k), after tax (box 12 AA), Roth 403(b), after tax (box 12 BB), Roth 457(b), after tax (box 12 EE), After tax (supplemental life, accident), Group-term life (cover over $50,000 imputed, box 12 C), Paid by the employer only | Left empty, it follows the plan category and the deduction code. |
| W-2 box | Text | Only to override: for example 12DD to report stand-alone dental in box 12 DD. |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.