Resource Center Home

Resource Center

HR and Payroll for GP Resources

Setting Up Benefits

You are here:

Click on the “Benefits” Tile from your HR Dashboard

Benefit Classes

Click on “Classes” from the dropdown menu

The Benefit Classes screen will open

Create Benefit Classes

If you need to add more classes, click on “New”

Complete the Code, Description and select Yes to make it active, then click “Save Changes”

After clicking “Save Changes” you will be taken back to the Benefit Classes Screen and see your new Benefit Class

Inactivate / Delete Benefit Classes

If you don’t need/want a class that was prebuilt, mark it as “Active NO”, by clicking on the class to open it and clicking “Save Changes”, or you can *delete it by clicking on the red trash can

*It is better to inactivate a class than to delete it; you may need it in the future

After clicking on “Save Changes”, you are taken back to the Benefit Classes screen again and you can see that the Class has been marked as Active NO, (inactive)

Go back to your HR Dashboard and select the “Benefits” tile again

Life Event

You will see a dropdown menu. Click on Life Event Reason

There are prebuilt Life Event Reasons that are set to active

If a Life Event Reason does not meet your needs, you have the options of adding/changing/inactivating/deleting the prebuilt Life Event Reason

Create New Life Event

To create a new event, click on NEW, add the new code and description, make sure Active is set to Yes and Save Changes

Change Life Event

Click on the event that you want to change to open it and make your changes and click “Save Changes”

Inactivate / Delete Life Event

If you want to inactive a reason, click on the event you want to inactivate and click on Active NO and Save Changes

You can *delete it by clicking on the red trash can

*It is better to inactive a class then delete it; you may need it in the future

When you have completed the Life Event Reasons, you are ready to review/add/change/inactivate/delete Waiting Rules

Go back to your HR Dashboard and select Benefits again