Benefits Setup

Before you begin using Life/Health applications in TAM, you will need to do the following:

Install Benefits Policy Types

Define Benefit Options

Define Employee Classifications

Install Benefits Policy Types

There are no predefined codes and descriptions for Benefits policies in TAM, so you will need to install benefits policy types. The available benefits lines of business are Life, Group Life, Medical, Dental, Vision, Primary Census, Long Term Disability, and Short Term Disability. It is recommended that you install policy types for each.

Note: If you have been using policy types with custom dec pages to record benefits information, it is recommended that you install new policy types to access the benefits features. Do not revise your existing policy types; doing so will cause you to lose information.

  1. At Home Base, click Utilities.
  2. On the Utility Manager screen, open the General folder in the treeview.
  3. Open the Policy Maintenance folder and select Install Policy Types.
  4. Click the arrow to continue.
  5. Click Add to install a new policy.
  6. In the Policy Type field, type a four-character code for the new policy and press the [TAB] key.
  7. Click Yes to confirm that this is a new policy.
  8. Type a Description for the new code. The Description must begin with a letter or numeral.
  9. Select Life, Health & Benefits for the Line of Business.
  10. Select the Declaration Page associated with the type of policy you are installing.
  11. Make the appropriate selections for the remaining fields on the screen and click OK. For more information, see Install New Policy Type.
  12. Repeat this workflow for each of the benefits lines of business.

Define Benefit Options

This utility allows an agency to create its own benefit options codes and descriptions to be used with each benefit line of business. For example, if PPO1 and PPO2 represent the two health insurance plans available to a client's employees, add PPO1 and PPO2 as benefit options for the Medical line of business.

  1. At Home Base, click Utilities.
  2. On the Utility Manager screen, open the General folder in the treeview.
  3. Open the Field Defaults folder and click Define Benefit Options.
  4. Click the arrow to continue.
  5. Select a Line of Business that is available to employees.
  6. Click Add.
  7. Type a Code (up to six characters) and a Description that provides the complete name of the option you are entering.
  8. Click Add.
  9. Repeat steps 5-8 for each option in every line of business.
  10. If you wish to revise an option's description, highlight the option and click Revise. You are not able to change the Code field.
  11. If you wish to delete an option, highlight the option and click Delete. At the Delete Code? prompt, click Yes.
  12. Click File > Exit to close the window.

Define Employee Classifications

This utility allows an agency to define types of employees who will be eligible for different benefits (for example, hourly, salaried, or management employees). The employee classifications that you set up will apply to ALL benefits lines of business.

  1. At Home Base, click Utilities.
  2. On the Utility Manager screen, open the General folder in the treeview.
  3. Open the Field Defaults folder and click Define Employee Classifications.
  4. Click the arrow to continue.
  5. Click Add.
  6. Type a Code of up to six characters and a Description defining this employee classification.
  7. Click Add.
  8. Repeat steps 5-7 for each classification.
  9. If you wish to revise a classification's description, highlight the classification and click Revise. You are not able to change the Code field.
  10. If you wish to delete a classification, highlight the classification and click Delete. At the Delete Code? prompt, click Yes.
  11. Click File > Exit to close the window.

See Also