How To Add Custom Fields to Benefit Plans

To allow clients to add Custom Fields to Benefit Plans when needed.

ENVIRONMENT

  • ONEMINT

ANSWER

  1. Go to: Company Settings > Profiles/Policies > Benefits > Profiles > Plans.
  2. Click Define Custom Fields and then Add New Field.
  3. Complete the Custom Field Settings as you would for other custom fields in ONEMINT and Save.
  4. Go back to the previous screen, and, for each Benefit Plan affected, you will now see a Custom Fields Settings section.
  5. Click on the check boxes under Custom Field Settings for each Custom Field as needed.
  6. Go to My Employees > Employee HR Maintenance > Benefits > Benefit Plans.
  7. On the Edit Employee Benefit Plan screen for each affected ee, you will now see a Custom Fields section.
  8. Complete each Custom Field as needed.

Edit: The Custom Field will also show when doing Enrollment if Enabled to "Show For Employee"