The objective of this page is to enable HR Managers to create Benefit Plan Types. They are used to categorize Benefit Plans and the Benefits contained within them.
Create Benefit Plan Types
Objective
Process
HR Manager
Determines the Benefit Plan Type requirement for the company
HR Manager
Creates Benefit Plan Type
Prerequisites
- Log in as System Admin
Click Through
- Start in PowerApps
- Log in with your System Admin credentials
- Make sure the environment with your HR solution is selected in the right half of the top bar
- Click on Solutions
- Select + New Solution in the ribbon to create an unmanaged solution for a new Benefit Plan Type creation
- Enter a Display Name as required
- Select a Publisher as required
- Click on Create
- Enter the newly created Unmanaged solution by double-clicking
- Navigate to Add existing in the ribbon
- Select More
- Select Choice
- Add the choice "Benefit Plan Type"
- Click on Add
- Click on New choice in the right hand column
- Add one entry for every choice you want to add to the Benefit Plan Type
- Save
- Select Publish in the ribbon
Result
Benefit Plan Types will now be created in order to categorize Benefit Plans and the Benefits contained within them.
