Enable Benefits management functionality

Completed

Before you can use Benefits management, you must enable it in the Feature management workspace.

Important

Make sure that you practice with Benefits management in a sandbox environment before enabling it in your production environment. You can enable and disable Benefits management as often as you want in a sandbox environment. However, after you have turned on Benefits management in a production environment, you can't turn off the feature. For more information, see Manage features.

To enable Benefits management, follow these steps:

  1. In Finance and operations apps, open the Feature management workspace.

  2. Select the All tab to view all released Features.

  3. Find the Benefits management feature, then select Enable now in the right pane.

  4. In the Enable Benefits management pane, select Enable.

Screenshot of the Feature management page showing enabled features.

Benefits management replaces functionality in the legacy Benefits workspace. After you have enabled Benefits management, you won't be able to access the following forms in the Benefits workspace:

  • Benefits

  • Benefit elements

  • Contribution calculation rates

  • Benefit enrollment results

  • Benefit expiration and extension results

  • Benefit eligibility policy rule types

  • Benefit eligibility policies

  • Eligibility events

You can view the information in these forms in read-only mode. If you want to edit the information, you must first disable Benefits management (in sandbox environments only).

After you enable Benefits management, both Benefits management and Benefits tiles will be available in Human Resources.

Hide legacy benefit forms

You can turn off legacy benefit forms if you no longer need to see them in your environment.

  1. In Human Resources, select the Benefits management tile.

  2. In the Benefits management workspace, select Human resources shared parameters.

  3. On the Human resources shared parameters page, select the Benefits management tab.

  4. Set the Hide legacy benefit forms toggle to Yes.