SmartFusion Modules > Human Resources > Insurance And Benefits > Maintenance > Create Benefits from Payroll

Recent Changes: 

6.220 - Fixed an issue to use year from Effective date when creating benefits from payroll

Introduction

This option allows benefits to be set up automatically based on payroll deductions. Typically, this option is used when setting up benefits initially but may also be used to add a deduction to the Insurance and Benefits module at a later time.

Explanation

Options

Select Process

  • Print and Create
  • Print Only
  • Create Only

Select Deductions

Select one or multiple Payroll Deductions to create benefits. For each employee included, SmartFusion will add a benefit in the Enter/Edit Insurance and Benefits Master window for each Benefit associated with the Deduction selected to the employee. This will not duplicate existing employee benefits.

Example: What happens when multiple benefits are linked to the same deduction?

Deduction 23 is linked to Benefit A and Benefit B

Anne has deduction 23 in payroll and no benefits in I&B
Peter has deduction 23 in payroll and Benefit A in I&B

When the “Update Benefits From Payroll” is run for Benefit 23

Anne will get Benefit A and Benefit B added to her I&B record
Peter will just get Benefit B added to his record in I&B

Effective Date This is the start date of the Benefit for the Employee. Usually this is the same date the Benefit begins organization wide.

Plan Code This is a customizable field in the Parameters Plan Code menu.

Coverage Code This is a customizable field in the Parameters Coverage Code menu.

Include Inactive Employees When creating benefits, check this option to create benefits on inactive employees.

Troubleshooting

Benefit Codes needs to be configured with Deduction Codes in the Benefits Parameter window before this tool can be used.

Reference

Insurance And Benefits
Benefits Parameter