Configuring Benefits Tracking
After you install the Benefits Tracking SuiteApp, you have a series of steps to perform to configure benefits tracking:
Assigning the Benefits Administrator Role
When you install the Benefits Tracking SuiteApp, a Benefits Administrator role is created in your account. You should assign the Benefits Administrator role to employees who oversee your benefits programs. For more information, see Assigning Roles to an Employee.
The Benefits Administrator role does not have full Benefits – Employee Benefit permissions by default. This is because this role is not intended to have full permissions to employee records. To import and assign employee benefits using this role, you may use Staging import or create a custom role.
Creating a Custom Benefits Administrator Role
If you need to create a custom benefits administrator role to better suit your needs, make sure you assign the correct set and level of permissions. For more information, see Customizing or Creating NetSuite Roles.
The minimum set of permissions for a custom role to access and update benefits on the employee record are listed below.
Permission Type |
Permission |
Level |
---|---|---|
Lists |
Payroll Items |
View |
Custom Record |
Benefits - Benefit Deduction |
View |
Benefits - Benefit Employer Contribution |
View |
|
Benefits - Employee Benefit |
Full |
|
Benefits - Translation |
View |
Custom benefits administrator roles that require edit access to your company’s benefit records including benefit types, plans and carriers need a larger set of permissions with higher levels. These permissions are listed in the table below.
Permission Type |
Permission |
Level |
---|---|---|
Lists |
Payroll Items |
View |
Perform Search |
View |
|
Subsidiaries |
View |
|
Setup |
Control SuiteScript and Workflow Triggers per CSV Import |
Full |
Custom Record Types |
View |
|
Import CSV File |
Full |
|
Custom Record |
Benefits - Benefit |
Full |
Benefits - Benefit Carrier |
Full |
|
Benefits - Benefit Coverage |
Full |
|
Benefits - Benefit Deduction |
Full |
|
Benefits - Benefit Employer Contribution |
Full |
|
Benefits - Benefit Type |
Full |
|
Benefits - Employee Benefit |
Full |
|
Benefits - Staging |
Full |
|
Benefits - System Propagate Cost |
Full |
|
Benefits - Translation |
View |
Confirming that Benefits Tracking Scripts Are Running
To confirm that scripts are running:
-
Go to Customization > Scripting > Scripted Records.
-
On the Scripted Records page, click Edit beside Employee.
-
On the User Event Scripts tab, make sure that the Deployed box beside the Benefits - Employee UE script is checked.
-
On the Client Scripts tab, make sure that the Deployed box beside the Benefits - Employee Client script is checked.
-
Click Save.