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Benefits go-live: Setting up HR and end user access

Jessy Van Vuuren
Updated
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This guide walks you through the final setup tasks for Benefits, including access permissions, employee syncing, and SSO configuration, helping ensure a smooth and successful launch.
 

Contents

Overview

Before Benefits goes live, employee needs to be synced into Benefits, and the right people need the right access. HR users need Write access to the Benefits Management page to assign benefits packages and to sync employees; end users only need Single Sign-On (SSO) access to log in and view their own benefits, and should not be given access to Benefits Management. Access is set up in Role Management.

Role Benefits Management Page SSO Access to Benefits
HR user Write access Accessible
End user (standard user / manager) Not required Accessible

 

Go-live checklist

Use this checklist to prepare to launch benefits to your users. Click the links to jump to the relevant section.

Check Complete
1. HR user role(s) granted Write access to Benefits Management and tested  
2. All existing employees are synced to Benefits (Not syncing tab is clear, as required)  
3. All user roles granted SSO access to Benefits and tested  

 

Step 1: Grant HR user access to Benefits Management

HR users need Write access to the Benefits Management page before they can sync employees or assign benefits packages – grant this first. Only HR-type user roles should have this access.

  • Go to System Configuration > Role Management.

  • Select the relevant HR user role, then click Pages.

  • Search for “Benefits” and grant Write access to Benefits Management

  • Click Review Changes, then Update to save.
  • Repeat these steps for any other HR users who need access to sync employees.
     

Step 2: Sync existing employees to Benefits

Once HR has access to Benefits Management, confirm all existing employees are synced into Benefits so packages can be assigned and employees can use SSO from day one.

  • Navigate to Data Management > Benefits Management and select the Not syncing tab.
  • Select the employees to sync, or use the header toggle to select all matching the current filter.
  • Click Sync, then confirm in the dialog that appears.
  • Employees move to In progress or Successful. Check any Failed rows for the reason.

See Syncing existing HR employees to Benefits for full details.

Note:  New starters added through the Add employee workflow with Create Benefits Record enabled sync automatically – no action is needed.

 

Step 3: Grant all users SSO access to Benefits

All users need SSO access to view their benefits via the HR menu.

HR Users should test this step before enabling SSO for end users.

Note:  SSO allows a user to view their own personal benefits.  Admin access is via a separate login provided to the relevant users.

Once this step is complete you're now ready to go live.  Go back to Go-live checklist.
 

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