Benefit Categories are a way by which you will be able to report on the various benefit items. It will help in presenting a summarized view of used/available (75% of Facility Use Benefits have been used, 50% of Event Discounts, 80% of Advertising Benefits used). Default Categories are been seeded into the system: Advertising Benefits, Event Discounts, Facility Use Benefits, Other Money-Saving Benefits.
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Click Setup in the left-hand navigation panel.
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Click Setup Benefit Packages in the Member Options section.
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Click an existing Benefit Package.
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Click an existing Benefit Item. Categories defined will be available, to select, for all benefit items regardless of the benefit item you select here.
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Click the Manage Categories link.
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To add a new category, click the Add New Category button.
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Enter the name of the new category by overwriting New Benefit Category.
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Click Save & Exit.