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Benefit Hierarchies

The Benefit Hierarchies button is enabled and used with Benefits assignments only. It indicates the benefit hierarchy model chosen, which determines the order benefit balances are reduced when the employee is awarded this assignment.

Effective Dating

The left pane displays the Timeline for this record. The timeline shown is the version that contains the Search Date (entered on the Assignment Code search parameter screen).

Clicking Add Version creates a new timeline version. You will need to enter an Effective Date for the new version. This date can be in the past or in the future. Click Save Version when finished.

Clicking Delete Selected deletes the displayed timeline version. This is only allowed on replicated or added versions, not the original version, because there must always be an Assignment Source in effect.

Clicking Save when editing a timeline version only overwrites the version. It does not create a new version in the timeline.

The Comparison Report will display the differences between the selected version and the one immediately prior to it.

Note: Benefit Hierarchy options are only available if they have been previously set up on the Benefit Hierarchy configuration screen. For more information on the fields available when filtering or searching for a record, see the Configuration section>Benefits card>Benefit Hierarchy screen.

The following actions may be available, depending on the user's authorization level. Click on the link below for more information. Click a second time to close the information box.

Adding a Benefit Hierarchy Record

Deleting a Benefit Hierarchy Record

Filtering the Benefit Hierarchy List

The following related topics are available:

Steps for Replicating an Assignment Code

Steps for Creating an Assignment Code

General Screen

Criteria

Benefit Eligibility

DeductIT Eligibility

Holidays

Pay Codes

Special Codes

Viewing Record Audits

Effective and Expiration Dates

The Effective Date is when the displayed record's timeline version became effective.

If there is a more recent timeline version for this same record, the Expiration Date will be automatically filled in with the date one day prior to the more recent timeline version's Effective Date.