The Benefit Package is a grouping of benefit items. Benefit packages are assigned to a member so that all included benefit items can be recorded on the member's account.
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Click Setup in the left-hand navigation panel.
- Click Setup Benefit Tracking in the Member Options section.
- The Benefit Packages screen displays a list of all packages you currently have created for your organization, if any. Click New Benefit Package.
- Configure the Benefit Package Details:
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Enter the Benefit Package Name.
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Enter a Description of the benefit package.
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The Status of the Benefit Package will default to Active. When you are no longer using a benefit package, you will be able to set to Inactive.
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Select the Benefit Items you wish to include in this package. A list of all active benefit items you currently have created in your system will be displayed. If needed, click the New Benefit Item button to add a new item. See Add New Benefit Items for instructions.
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When benefits are selected for the package, the default quantity is 1. You can increase the quantity of a single benefit item by clicking the numbered link in the Quantity column. The quantity amount can be up to 100,000. NOTE: If the quantity is unlimited, enter 0.
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