Simulation - Viewing Benefits Summary


Navigation: Main Menu > HCM > Benefits > Review Employee Benefits > Current Benefits Summary

 

Purpose: To view a summary of an employee's benefit elections and deductions for the most recent pay period.


Steps:

  1. You can search for the employee by Employee ID, name, or Business Unit/Department.

     

    Click in the Empl ID field.

    Step 1
  2. In this example, you will search using the Employee ID.

     

    Enter the desired information into the Empl ID field. Enter

     a valid value
     e.g.
     "100000"
    .

    Step 2
  3. Click the Search button.

    Step 3
  4. The Benefit Enrollment Summary page lists the employee's current benefit enrollments.

     

    Coverage elections include:

       • Elect - employee has selected coverage.

       • Waived - employee does not want the associated benefit.

       • Terminated - coverage has ended (usually due to employee termination).

    Step 4
  5. You may need to scroll to the bottom of the page to view all elections.

     

    Click the Vertical scrollbar.

    Step 5
  6. To view payroll deductions for elected benefits, click the Benefit Deduction Summary tab.

    Step 6
  7. The Benefit Deduction Summary page displays the most recent payroll deductions for the employee's elections.

     

    A Deduction Class of Nontaxable displays the employer contribution for the benefit.

     

    A blank row is associated with the row above. For example, the Nontaxable row below Medical displays the employer contribution for medical plans.

    Step 7

  8. You may need to scroll to the bottom of the page to review all deductions.

     

    Click the Vertical scrollbar.

    Step 8

Congratulations. You have completed the Viewing Benefits Summary simulation and you should now be able to review an employee's benefit elections and associated payroll deductions for the most recent pay period.

 

After clicking finish below, go to the course outline, select Simulation - Viewing Dependent/Beneficiary Summary, and click Try It! to launch the simulation.

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