Benefits Plans

Plan catalog — what can be elected — not the payroll run and not medical files in Work Graph.

Plan catalog

What people may elect

Benefits plans is the catalog. Elections happen on enrollment. Pay impact is the payroll benefits seat.

Payroll → Benefits plans Route /benefits/plans Org flag benefitsEnabled Payroll Manager · HR Admin · Admin

Author and publish plans so enrollment has something to point at. Keep medical detail out of graph metadata.

HR and payroll admins. Employees do not edit the catalog.

Create, publish, tell enrollment, confirm a test election.

Annual renewal. New carrier. A plan retirement. Before open enrollment.

ⓘ

Catalog, not PHI store

Do not persist medical or bank values in AI/graph. Carrier files are the exchange.

Publish a plan, then open enrollment.

flowchart TD
  A[Open Benefits plans] --> B[Create / edit]
  B --> C[Publish]
  C --> D[Enrollment]
  D --> E[Payroll impact / carrier]

Plans are the catalog. Enrollment is who chose what. Carrier files send/receive. Payroll benefits is pay.

1. No PHI in names/comments

Masking.

2. Effective dates

Mid-year adds need care.

3. Not a deduction code only

Deductions may map from plans.