These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- ERP + HRMS + Payroll
- Process
- Benefit enrollment
Benefit enrollment
The plan describes an offering; the enrollment describes one employee's coverage. Keeping their dates and contributions together makes a payroll deduction review possible.
Step by step
-
Check employee HR Business Partner
Confirm country, employment context and current payroll calendar.
- Confirm person and payroll context
- Updates Employees
-
Choose plan Admin
Check plan type, country, class and effective dates against the worker's employment type and the agreed eligibility rules.
- Select the plan for the worker's country and agreed class
- Updates Benefit plans
-
Record election Admin
Enter tier, event, dependents if supplied, and the coverage start date.
- Record tier, event and effective dates
- Updates Benefit enrollments
-
Confirm coverage Admin
The responsible benefit owner reviews the election and contribution before active status.
- Set the reviewed enrollment state
- Updates Benefit enrollments, Benefit plans
ApprovalA person approves before the work moves on. -
Check payroll Payroll Admin
Payroll Admin compares the applicable employee contribution with the pay statement.
- Reconcile the contribution
- Updates Pay statements, Pay statement lines, Benefit enrollments
Who does what
Roles and permissions- Admin
- Records plans and enrollments; HR Business Partner checks employee context; Payroll Admin reconciles contributions; Employee reads coverage.
Set up ERP + HRMS + Payroll your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.