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- HRMS with Disciplinary Module
- Process
- Benefit to statement
Benefit to statement
Carry a dated employee benefit enrollment into the right pay period and reconcile its statement line.
Step by step
-
Set the plan Admin
Admin checks the plan type, country, employee class, contribution percentages and effective dates.
- Define dated coverage
- Updates Benefit plans
-
Record enrollment Admin
The employee's enrollment identifies the plan, coverage tier, event, effective period and contribution amounts.
- Link worker and plan
- Updates Benefit enrollments, Employees
-
Confirm eligibility Admin
Admin compares the employee's country and class with the plan, checks the enrollment status and looks for overlapping dates.
- Verify class and status
- Updates Benefit plans, Benefit enrollments
-
Prepare payroll Payroll Admin
The calendar and run period determine which enrollment should be considered with other approved pay inputs.
- Select pay period
- Updates Payroll calendars, Payroll runs
-
Review the statement Payroll Admin
Payroll Admin checks the statement line category and amount against the enrollment's employee and employer contributions.
- Compare contribution
- Updates Pay statements, Pay statement lines
-
Approve the run Admin
The authorized reviewer checks the total result before the payroll run is posted.
- Decide pay result
- Updates Payroll runs
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Admin
- Maintains plan and enrollment records.
- Payroll Admin
- Reviews contribution treatment in pay.
- Employee
- Reads the enrollment and the resulting pay statement.
- CHRO / VP People
- Reviews the wider benefit picture.
Set up HRMS with Disciplinary Module your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.