To enroll eligible employees in a benefit, you make entries for them to the benefit element's input values. For example, for insurance plans providing coverage for medical, dental or vision care, enrollment occurs when you make an entry for an employee to the plan's input value Coverage Level (employee only, employee and family etc.). Other classifications of benefits require entries to other input values.
After enrolling an employee in a benefit that provides dependent coverage, you set up coverage as appropriate for his or her dependents. Before setting up this coverage, you enter the dependents into the database as contacts of the employee.
After enrolling someone in a benefit for which there can be beneficiaries, you record the employee's named beneficiaries. Employees can name both individuals and organizations as beneficiaries. Further, they can specify a benefit percentage for each beneficiary, and name both primary beneficiaries and those at lower levels.
You enter individuals named as beneficiaries into the database as contacts of the employee, and organizations or institutions named as beneficiaries as organizations with the classification Beneficiary Organization.