Add an offer (My Benefits)

This article covers: Add an offer.

Before you start

• Access. You need access to Employee Services > My Benefits. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps

1. Open Employee Services > My Benefits.

2. Select Add an offer.

3. In the window Benefit offer fill in the fields below.

   

Field	What it means and what to enter
Benefit plan	Choose from the list.
Needs approval	Choose one: Yes, No.
May decline	Choose one: Yes, No.
Dependents	Choose one: Yes, No.
Beneficiaries	Choose one: Yes, No.
Window code	A short, unique code that identifies the record.
Prefix	Text put in front of every number, for example EMP-.
Status	Whether the record is in use. Choose one: Active, Inactive.
Employment types	Type the employment types.
Months	Type the months.
Age	Type the age.
Child age limit	Type the child age limit.
Relationships	Type the relationships.
Proof days	Type the proof days.
Insurer	Type the insurer.
Policy number	The number printed on the document.
Network	Type the network.
Deductible	Type the deductible.
Copay	Type the copay.
Maximum benefit	Type the maximum benefit.
Employee %	Type the employee %.
Employer %	Type the employer %.
Coinsurance	Type the coinsurance.
Plan tier	Type the plan tier.
Vesting	Type the vesting.
How to claim	Type the how to claim.
Field	Choose one: Not used, Employment type, Employment status, Employee category (id), Months of service, Age, Department or unit (id), Legal entity (id), Branch (id), Location (id)....
Condition	Choose one: is, is not, at least, at most.
Value	Type the value.
Option name	The name people see for the record.
Who is covered	Choose one: Employee only, Employee and spouse, Employee and children, Family, Custom.
Employee pays	Type the employee pays.
Employer pays	Type the employer pays.
Cover amount	Type the cover amount.
How often	Choose one: Monthly, Annual, Quarterly, Weekly, Every two weeks, Twice a month.
How the price is set	Choose one: The amounts as entered, A share of the monthly salary, By age band.
Rate	An amount in the currency of the record.
Per dependent	Type the per dependent.
Terms	Type the terms.

4. Select Save offer.

The window closes and the table shows the result.

If something does not work

• The button "Add an offer" is missing. You do not have the permission, or the page is not in your menu. See Access above.
• A list in the window is empty. The records it picks from do not exist yet.
• The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.

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