Benefits plans and enrollments

Benefits (separate from Provident Fund) covers plans, coverage tiers, enrollments, and deduction types that can flow into payroll. Open HR → Benefits.

Please note:

• Enable the benefits module. PF stays under its own Payroll and tax / provident fund configuration.
• Optional monthly employee contributions on enrollments can feed payroll deduction setup.
• Enrollments also show on the employee profile Benefits tab.

Plans & catalog

Benefits → Plans & catalog maintains:

Object	Purpose
Plans	Benefit products (medical, life, and so on)
Coverage tiers	Options within a plan (employee-only, family, …)
Deduction types	Labels/types used when contributions hit payroll

Create plans and tiers before enrolling people. Imported catalogs (for example from BambooHR migrations) may already populate these lists.

Enrollments

Benefits → Enrollments (or Enroll… on an employee’s Benefits panel):

1. Choose the employee
2. Select plan and optional coverage tier
3. Optionally set a monthly employee contribution amount
4. Save — the enrollment appears on the employee profile and admin list

flowchart TD
  Plans[Plans and tiers] --> Enroll[Enroll employee]
  Deduct[Deduction types] --> Payroll[Payroll deductions]
  Enroll --> Payroll
  Enroll --> Profile[Employee Benefits tab]

Permissions

Permission	Use
benefits.read / benefits.read_own	View plans and own enrollments
benefits.manage	Maintain catalog and deduction types
benefits.enroll	Enroll employees

Related

• Payroll and tax
• Manage employees and profiles
• Training and TalentLMS