Benefits Enrolment
Enrolment by plan and coverage level with employee premiums and employer contributions per period.
Benefits
Plans with premiums and employer contributions, eligibility and enrolment windows, coverage levels, dependants and nominees, and the deductions payroll takes from them.
Approval conditions
HR Manager verifies the documents (Status: Pending → Verified) and Payroll Officer verifies the tax details (Status: Submitted → Verified).
Payroll Officer approves the inputs (Status: Pending → Approved).
Pending
- BE-28264 BP-7124 5 d
- BE-97099 BP-6532 in 11 d
- BE-99053 BP-5390 in 10 d
- BE-16558 BP-6595 in 7 d
- BE-95101 BP-7896 in 10 d
BE-28264
- Employee
- XY
- BenefitPlan
- BP-7124
- CoverageLevel
- Employee
- EffectiveFrom
- 12 Sep
- EmployeeCostPerPeriod
- 190
Approval conditions.
Plans
| Field | What it holds |
|---|---|
| Category | Health, dental, vision, life, disability, retirement, transport, meal, wellness |
| Provider | The insurer, fund or vendor the premium is paid to |
| Employee premium | Per pay period at the base coverage level |
| Employer contribution | Per pay period at the base coverage level |
| Deduction component | The pay component the employee share is taken through |
| Employer contribution component | The separate employer share component; required for a nonzero share |
| Proration method | Full period, calendar days or working days, agreed with the provider |
| Eligible employment type | The employee type allowed by the plan |
| Enrolment window | Dates during which open enrolment is allowed |
| Eligibility wait | Days after hire before a new joiner can enrol |
| Maximum dependant age | The age at which a covered child leaves the plan |
Premiums by coverage level are set on the enrolment when it is approved. A family plan and a single plan on the same plan row therefore produce different deductions. Percentage-based retirement contributions can be configured through compensation or statutory components. A plan needing variable premiums, matching tiers or provider-specific limits needs an explicit calculation design and validation; the enrolment fields here hold fixed per-period amounts.
Approval conditions
Payroll Officer approves the inputs (Status: Pending → Approved).
Pending
- PI-33469 PR-50892 30 8 d
- PI-80123 PR-77467 40 in 1 d
- PI-28235 PR-91892 100 2 d
- PI-63581 PR-21679 620 in 5 d
- PI-23409 PR-58989 630 in 6 d
PI-33469
- PayRun
- PR-50892
- Employee
- HN
- Component
- PC-5695
- Amount
- 300
- Quantity
- 30
Approval waits for the payroll officer.
Eligibility and windows
An eligible employment type can enrol after the plan’s waiting period with the reason NewHire. Everyone can change during the plan’s open window, with the reason OpenEnrolment. A marriage, a birth, a divorce or a death opens a change outside the window, with the reason LifeEvent and the supporting document attached. Outside those cases a request is refused with the next window shown.
Enrolment
An enrolment names the employee, the plan, the coverage level, the effective dates and the per-period employee and employer cost. The employee requests from self-service; the HR Manager approves; the enrolment becomes active from its effective date. Waiving is recorded as an enrolment with status Waived, so the Benefits Enrolment report shows who declined and the annual reminder does not go to someone who already said no.
Dependants and nominees
Dependants are declared once on the employee record with name, relationship and date of birth, and are then covered under enrolments by reference. The same list carries nominations for life insurance and retirement payout with a percentage share that must total one hundred. A child approaching the plan’s maximum dependant age appears on the HR Manager’s list ahead of the birthday, so the coverage change is recorded before the provider drops them.
What payroll does with an enrolment
Each active enrolment generates a payroll input per period for the employee premium on the plan’s deduction component, and an employer share on EmployerContributionComponent. A mid-period start or end uses the plan’s ProrationMethod for both shares, verified against the provider’s terms. Terminating an enrolment stops future inputs from its effective end. Retroactive corrections create refund inputs for review in an open run; they do not alter approved or posted results.
Changes and termination
An exit terminates every enrolment on the last working day with the reason Exit, and the final settlement takes the last premium. A change of coverage level ends the old enrolment with the reason CoverageChange and starts a new one on the effective date. The history of what was covered when is one list per employee. The Benefits Enrolment report shows enrolment by plan and coverage level with the total employee and employer cost per period, which is what the controller checks against the provider’s invoice.
Modules
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Core HR
The employee record, assignments and the org chart, documents with verification and expiry, tax details, salary structures, onboarding checklists and exits.
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Recruiting
Requisitions against approved positions, candidates through stages, interviews with feedback, and offers approved against the band before they are sent.
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Leave & attendance
Leave policies and balances, requests and approval, work patterns, shifts and rosters, daily attendance from devices, and the timesheets with a line per day that payroll reads at cutoff.
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Payroll
Pay components, calendars and periods, inputs from attendance and benefits, gross-to-net calculation under statutory rules and the employee's tax details, review, approval, payslips, the bank file and the payment behind each payslip.
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Benefits
Plans with premiums and employer contributions, eligibility and enrolment windows, coverage levels, dependants and nominees, and the deductions payroll takes from them.
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Compliance
Statutory rules and their bands as effective-dated data, monthly and year-end returns built from posted pay runs, employee tax statements, the tax year lock, policy acknowledgement and the documents that expire.
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Payroll accounting
Ledger accounts and cost centres, the payroll journal drafted for every approved run, allocation by cost centre and timesheet line, accruals with their reversals, reconciliation of clearing and liability accounts, and the period lock.
Reports
All reportsRoles and permissions
Owns the employee master, assignments, positions, policies, offers and exits, and decides leave exceptions and compensation revisions.
Prepares the pay run: employee pay setup, inputs, calculation, review, payslips, bank file and statutory returns.
Approves the pay run, authorises the bank file, owns the payroll journal and its reconciliation to the ledger, and locks periods and tax years.
Sees their own record, payslips and balances; raises leave and timesheets; keeps their documents, tax details and dependants current; records feedback on interviews they conduct.
Related processes
Pay run
Inputs, calculation, payroll approval, payment authorisation and posting, with held amounts reconciled separately.
8 stages · 3 approvals
Hire to pay
From offer approval to the first payslip, with verified bank details, salary approval and separate payment authorisation.
8 stages · 7 approvals
Leave request to payroll
How a leave request becomes a balance movement, an attendance status and, where the leave is unpaid, a loss-of-pay day in the run, with the manager's gate in the middle.
6 stages · 1 approval