Setting Up the Benefits Module

In this article, we'll walk you through the process of adding your benefits plan to Humi, ensuring that every component is accurately represented and easily accessible to your team. From health and dental to vision and beyond, we're here to guide you through the process step by step.

To set up your Benefits module, you'll need to tackle two steps:

1. Add the Benefits Plan and its coverage components: Here's where you'll input all the juicy details of your benefits plan, from health coverage to dental perks, using your Benefits Booklet. Take your time to ensure everything's accurately represented.
2. Add Employees to the Benefits Module: Ready to get your team in on the action? Click here to seamlessly add employees to the Benefits module, ensuring everyone gets access to their perks hassle-free.

With these two steps completed, you'll have your Benefits module up and running in no time, making life easier for both you and your team! So, grab your benefits booklet and let's get started!

Add your Benefits Plan

1. Navigate to the Benefits module and click the + Create Plan button.

2. In the Name field, give your Benefits plan a name. We suggest using the same name as in your benefits booklet, typically All Eligible Employees.

3. Click on the Provider dropdown and select your benefits provider. If your provider isn't listed, reach out to support@humi.ca and we'll add them for you.

4. Enter your Policy Number and Class Identifier (optional).

5. Set the probation period. Usually, this is three months. Use the dropdown menu to choose days, weeks, or months.

6. Specify the Effective Date.

7. Add the Renewal Date for the plan itself, not the maximum for employees.

8. Leave the URL field blank because it'll be automatically populated with the provider's URL.

9. Upload your Benefits Booklet to Humi by clicking the Browse button in the Benefits Booklet field.

10. Finally, click Save.

Your Benefits plan is added to Humi and now we can add the benefits details.

Add Benefits Coverage

Now that your benefits plan is all set up in Humi, the next step is to add the details of your benefits coverage to it.

To make this process smoother, we highly recommend having your benefits booklet handy. Keep it it open while you work through adding the benefits, and it’ll be easy to simply copy and paste the benefit details.

1. Click on the Benefits plan you just created then click the Add a Benefit button. This is where you'll enter each benefit component in your package individually.

2. In the Category field, select the benefit from the dropdown. Let’s use Life Insurance for this example.

3. If all of your benefits are with the same provider you previously added, you can leave the Provider field blank.

4. If you want to add a description, you can do so in the Description field.

5. Click Next. Add Coverage Details

6. Click + Add Coverage and add in the coverage details in the pop-up. Fill in the applicable fields using the information in your benefits booklet. For example, if there’s $10,000 for Life Insurance, you’ll enter 10,000 in the Amount field. You can leave any non-applicable fields blank.

7. Once you’ve added all the coverage information, click Save.

8. If everything looks good, click the Complete button. The page will refresh and you’ll see the benefit and coverage details were added.

9. Click the + Create Benefit button in the upper right corner to continue adding all of the beneifts in your package using your benefits booklet.

Add Benefits With Several Components of Coverage

Some benefits, like extended healthcare, will have several components within their coverage such as prescription drugs, vision care, hospital etc.

You can add each component on the coverage page by using the Subcategory field. Follow the instructions below to learn how.

For this example, lets imagine our benefits booklet says Extended Health Care includes Prescription Drugs covered at 80% for only generic substitutions.

1. Click the + Create benefit button.
2. Select Extended Health Services from the Category dropdown menu and then click Next.
3. Click Add Coverage and select Prescription Drugs in the Subcategory dropdown menu.
4. Enter the amount of coverage, in this case 80%, in the coverage field.
5. If there are any notes related to what’s covered, you can add them in the Optional Settings. Click the arrow on the right to open this field and enter your notes in the description box. Using this example, we would enter a note advising that Prescription Drugs are only covered for generic substitutions. You can copy and paste these types of stipulations directly from your benefits booklet.
6. Click Save and you’ll see the details you just entered displayed on the configuration page.
7. Click + Add Coverage and follow steps 3-6 to continue adding the rest of the extended health services covered by your benefits package.
8. Once you've added all of the benefits, click Complete.

Add Benefits from Different Providers 

If your company offers other benefit perks, such as a health spending account from a different benefits provider, you can consolidate all this information and add them directly into the group benefits plan you've already set up.

By bundling everything together in one place, you'll make it easier for your team to access and understand their benefits.

For this example, let's add a Health Spending Account (HSA) from the provider MyHSA.

1. In the Benefits module, click on the Benefits plan you previously created.
2. Click the + Create Benefit button.
3. Select Health Care Spending Account from the Category dropdown field.
4. Select MyHSA from the Provider dropdown field.
5. If you have a separate Benefits Booklet from MyHSA, you can upload it here. To do this, click on the arrow next to Optional Settings to open this field. Click the Browse button to locate and upload your Benefits Booklet directly into Humi. Enter any relative information about the benefit in the other fields provided.
6. Click Next.
7. Click + Add Coverage to add the details of the Health Spending Account using your benefits booklet then click Save.
8. If everything looks good, click the Complete button.
9. Now you'll see the HSA added to the Benefits Plan with MyHSA as the Provider and a link to Download the Benefits Booklet.

Now that you've added your benefits plan to Humi, it's time to add employees to it so they can view all the benefits details you just entered. Click here to learn how to add employees to benefits.

We've made it easy to set up your Benefits module. Following the simple steps outlined above, you can ensure your benefits plan is accurately represented and easily accessible to your team.

If you have any questions or need further assistance along the way, don't hesitate to reach out.