Benefits Management in HR

This guide provides an overview of the key areas of the Benefits Management page in HR.

Overview

The Benefits Management page is available to users with the appropriate page access permissions enabled in Role Management
Go to Data Management > Benefits Management
This page uses sync-state tabs to organise employees by their current status. Every employee will automatically appear in one of the four tabs - Not syncing, Failed, In progress, or Successful. There is no separate eligibility step required for employees to be included

All employees will be listed across the four tabs. Use them to focus on what needs your attention first.

Tip: You may need to Reset your subset on this page to see all records (top right).

Tab	Who appears here	What to do
Not syncing	Employees who have never been synced to Benefits (existing employees not yet brought in, plus anyone added without ticking Create Benefits Record in the wizard).	Select them and press Sync to perform the first sync.
Failed	Employees whose most recent sync attempt was rejected (validation error, missing mandatory data, picklist mismatch, etc.).	Open the employee's sync history, read the error, fix the underlying HR data. The next change will retry automatically.
In progress	Employees with at least one change queued but not yet acknowledged by the Benefits platform.	Usually nothing - the queue clears on its own within a few minutes. Refresh the page to see updates.
Successful	Employees whose most recent change has been accepted by Benefits.	No action. Use this tab to confirm a change you made has synced to Benefits.

Button	Available when	What it does
Reload	Always	Refreshes all four grids. Use this after assigning Levels or syncing - records may have moved tabs.
Sync	You have write access to the page and at least one row is selected on the active tab	Performs the first sync for the selected employees (creates them on Benefits or links them to an existing Benefits account by email). A confirmation prompt appears before any data leaves HR.
Assign Level	You have write access to the page and at least one row is selected on the active tab	Sets the Benefits Level for every selected employee in one step.

The search bar above the tabs filters the active tabs grid by any visible column - name, employee number, Job Title, sync date, and so on. The same search term is re-applied automatically whenever you switch tabs, so a single search narrows every tab as you click between them. Clear the search bar to see all rows again.
You can use the subset for more advanced filtering as needed
Each row has a selection toggle in the rightmost column. The header toggle selects every row matching the current filter on that tab.
Only an employee's primary Job & Pay record appears in the grid - secondary records are deliberately hidden so you only act on the one used by the integration.

Selections are kept per tab. Switching tabs does not clear what you had selected on another tab, but Sync and Assign Level only act on selections in the active tab.
Clicking anywhere on a row (except the selection column) navigates to that employee's sync history.

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