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Employee Enrollment, Benefit Claims & Reimbursements (HCM)
This page documents three shipped Benefits process screens (hcm-benefits) — what actually happens for an employee, day to day. Not for plugin developers.
Employee Benefit Enrollment
Enroll an employee in a benefit plan: pick the plan and Coverage Type, Enrollment Type (e.g. new hire, open enrollment, life event), and set Dependent Count / Beneficiary Count if the plan covers them. Employer and Employee Contribution amounts (and the Total Contribution) are tracked per enrollment, along with an optional Waiver Reason if someone opts out of an otherwise-eligible benefit. The lifecycle: submit → approve → activate → terminate, tracked via the KPI row (Total, Draft, Pending Approval, Active).
Benefit Claims
Submit a claim against an enrolled benefit: Claim Type, Service Date, Claim Amount, and a Provider Reference. As it's reviewed, the record fills in Eligible Amount, Approved Amount, Employer/Employee Share, and finally Settlement Amount — so you can see exactly how much of what you claimed was actually approved and paid, not just an approve/reject flag. Same submit → approve → settle lifecycle, tracked in the KPI row.
Reimbursements
General expense claims that aren't tied to any specific benefit enrollment — pick a Category, describe the Business Purpose, and track Total Claim Amount against Total Approved Amount (and Total Rejected Amount, if part of it was denied). These go through a Manager → HR → Finance approval chain, with a separate Payment Status once approved, so you can tell "approved" apart from "actually paid."