Modules
Benefits
Benefit eligibility, life events, and enrollment recommendations (plan tax treatment via country packs).
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Country or legal settings may be required before your company can use this module.
Before you begin
- Enable these required modules first: HR, Payroll.
- Name a benefits administrator who coordinates with HR and payroll contacts.
- List life events that may change eligibility—tax treatment of plans stays with country packs and official sources, not this guide.
Setup steps
- Open Benefits.
- Link pilot employees after HR and Payroll master data is stable.
- Review enrollment recommendations as guidance only; confirm outcomes with your administrator.
- Document open questions about country-pack settings before wider rollout.
Day-to-day use
- Process life-event updates that affect eligibility.
- Review open enrollments and employee questions.
- Escalate country or plan questions to administrators rather than assuming tax results.
Limitations and important notes
- The catalog marks this module as Beta. Review advanced workflows carefully before critical use.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
