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Contents of the Manage Benefit Package Defaults Screen

Use the fields and options to configure the Manage Benefit Package Defaults screen.

Identification

Field Description
Taxable Entity

Enter, or click to select, the company (taxable entity in 5.0) to use as a basis for defaulting the benefit package. The value that you enter here, along with the values entered in the table window, will be used to default the employee's benefit package on the Manage Employee Benefit Elections screen and when a life event that qualifies the employee for benefit changes is selected in ESS-Life Events/New Hires. The Company code is validated against the Set Up Company Info table in Costpoint General Ledger.

Benefit Package Default Details

Use this table window to establish the default benefit packages and the values to use as a basis for defaulting. You can enter any combination of labor group, labor location, hourly/salary status, employment type, and/or employee class. 

Field Description
Default Benefit Package

Enter, or click to select, the code for the benefit package that you want to use as a default for this group. The benefit package code is validated against the Benefit Packages table.

Benefit Package Description

This non-editable field displays the description or name of the benefit package code that you entered in the Default Benefit Package field.

Priority

Enter the number to use to determine the package's priority if multiple packages apply to an employee. Depending on how you set up your benefit package defaults, an employee can be eligible for more than one benefit package. The system uses this value to determine which benefit package has the highest priority (lowest number), and that package defaults for the employee.

Labor Group

Enter, or click to select, the code for the labor group to use as a basis for defaulting the Default Benefit Package. The labor group code is validated against the Labor Groups table in Costpoint Labor.

Labor Group Description

This non-editable field displays the labor group description.

Employee Class

Enter, or click to select, the code for the employee class code to use as a basis for defaulting the Default Benefit Package. The employee class code is validated against the Employee Class table in Costpoint Employee.

Employee Class Description

This non-editable field displays the employee class description.

Labor Location

Enter, or click to select, the code for the labor to use as a basis for defaulting the Default Benefit Package. The labor location is validated against the Labor Locations table in Costpoint Labor.

Labor Location Description

This non-editable field displays the labor location description.

Hourly/Salary

From the drop-down list, select the status to use as a basis for defaulting the Default Benefit Package. Valid options are:

  • Hourly
  • Salaried
  • Fluctuating
Employment Type

From the drop-down list, Select the employment type to use as a basis for defaulting the Default Benefit Package. Valid options are:

  • Regular
  • Part-Time
  • Temporary