Audit Benefits Codes

Use Audit Benefit Codes to determine why a benefit code configured in Vista may not be showing for an employee in HR Management.

To access the Benefits Audit popup window, open the Benefits Dashboard (Employee Tools > Benefits Dashboard), select the Action button for the employee whose benefit codes you want to review, and then select Audit Benefit Codes. The following table provides descriptions for the columns shown on the Benefits Audit popup window.

The Benefits Codes dropdown allows you to filter by All Codes or Assigned to user:
  • All Codes: All benefit codes set up in Vista HR Benefit Codes.
  • Assigned to user codes represent the current codes assigned to the employee. These codes are determined by the HR Benefit Groups set up in Benefit Assignments. Employees elect these codes during open benefit windows.
Field Description
Benefit Type Benefit types allow you to group your benefit plans under a category, such as Medical. Benefit codes that have not been assigned a Benefit Type in Vista will not display in HR Management. For details, see Configure HR Benefit Codes in Vista.
Benefit Code Benefit codes refer to the benefit plan that employees can elect. This code can be found in HR Benefit Codes in Vista.
Frequency The Frequency refers to how often an employee-based deduction or liability is calculated. If a Frequency code has not been assigned to an employee-based deduction or liability in HR Benefit Codes in Vista, the benefit code will not display in HR Management. For details, see Configure HR Benefit Codes in Vista
DL Code This column refers to the Deduction or Liability Code assigned to the Benefit Code. If no Deduction or Liability code has been assigned to the Benefit Code, the code will not display in HR Management.
Benefit Groups Each Benefit Code must be assigned to a Benefit Group in Vista. Users are then assigned to Benefit Groups in the portal. A Benefit Code can belong to multiple Benefit Groups. See Configure Benefit Groups for details.
  • When the grid is filtered by All Codes: View all Benefit Groups associated with the Benefit Code row.
  • When the grid is filtered by codes assigned to the user: View only the Benefit Groups the user is assigned to.
Option Benefit Group If you have assigned a Benefit Group to a specific Benefit Option (on the Benefit Options tab of HR Benefit Codes in Vista), you will see it in this column. This is used to limit benefit options to specific users. See Limit Benefit Options by Group for details.
  • When the grid is filtered by All Codes: View all benefit groups assigned to a specific benefit option.
  • When the grid is filtered by codes assigned to the user: View the benefit groups assigned to a specific benefit option, provided the user is part of those benefit groups.
Options Available? This column lets you know if there are options available for the benefit code.
  • When the grid is filtered by All Codes: Displays Yes if there is at least one option available for the benefit code.
  • When the grid is filtered by codes assigned to the user: Displays Yes if the user has access to at least one benefit option.
Disabled By? If you have set up a Benefit Code to be unavailable if another code is selected, the name of that other Benefit Code displays in this column. For example, if a user elects the Medical plan, the HSA plan should no longer be available. This option is assigned in the portal setting Dependent Benefit Codes - disabled under Admin > Portal Settings > Benefits > Benefit Code Configuration.
Enabled By? If you have set up a Benefit Code to be available if another code is selected, the name of that other Benefit Code displays in this column. For example, if a user elects the Medical plan, the FSA plan should be made available. This option is assigned in portal setting Dependent Benefit Codes - enabled under Admin > Portal Settings > Benefits > Benefit Code Configuration.