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.
Adding Custom Roles as Audiences in Benefits Tracking Searches
Benefits Tracking saved searches, which are used for Benefits Tracking SuiteApp features, are shared only to users with the Administrator and Human Resource Generalist roles.
For custom roles to use the Benefits Tracking SuiteApp features, you must add them as audiences in Benefits Tracking saved searches.
To add custom roles as audiences in Benefits Tracking searches:
-
Go to the saved search list. For more information, see Accessing a Saved Search.
-
On the Saved Searches list, beside one of the following Benefits Tracking saved searches, click Edit:
-
Benefit Tracking – Employee Benefit Costs
-
Benefit Tracking – Employee Benefit Coverages
-
Benefit Tracking – Employees without Benefits
-
-
On the saved search form, in the Search Title field, enter a name for the copied search.
-
Click the Audience subtab.
-
From the Role list, select the custom roles that require access to benefits tracking information.
-
Click Save As.
-
Repeat Steps 2 to 6 for the rest of the Benefits Tracking saved searches.