You set up elements for Standard and Advanced Benefits as you would other elements, with certain restrictions noted below. Element setup is the same for Standard and Advanced Benefits.

In the US and Canada, use the Earnings or Deduction window to create an element if you process the element in a payroll run.

Outside the US and Canada--or if you are an HR-only customer in any legislation--use the Element window to create an element.

   To define an element for Standard and Advanced Benefits:

1. Set your effective date early enough to handle any historical element entries you want to make.

2. Enter a unique element Name.

   When you define a standard activity rate, you select the element that corresponds to the rate you are defining.

3. Select the appropriate Classification for the earning or deduction.

4. For Payroll users in the US and Canada, select a Category on the Earnings or Deduction window.

   If you are using the Element window, you can select a Category in the Further Element Information flexfield.

5. In the US, optionally select a Benefit Classification.

   Note: For any element attached to a standard activity rate, do not select a Benefit Classification of Dental, Medical, or Vision.

6. Select a Termination Rule of Final Close for any element attached to an activity rate.

7. Do not check the Standard Link check box (Earnings and Deduction windows) or the Standard check box (Element and Element Link windows) since you use eligibility profiles to control benefits eligibility.

8. Complete the definition of the element according to your business rules.

9. Save your work.

10. Choose Input Values.

    You can define multiple input values for the element, but you can only link one input value to a standard activity rate.

11. Save your work.

Defining an Element Link for Standard and Advanced Benefits

After you define an element, open the Element Link window. Because you create eligibility profiles for Standard and Advanced Benefits, you should limit use of the Element Link window to creating an open link for elements you do not cost.

   To define an element link for Standard and Advanced Benefits:

1. Set your effective date.

2. In the Element Name field, select the element for which you are defining a link.

3. Save the record without selecting any assignment links to create an open link.

   Note: If you define links for costing, your links must not conflict with any eligibility profiles you set up for Standard and Advanced Benefits. Your element must have a valid link at all times.

   For more help on element links and costing, see: Defining Element Links