Benefit Harbor: Back Office Setup and Use

This feature is currently available to Early Adopters only and is not yet released for general use.

Note: This integration is available to clients using Integrated or Back Office only environments - Unavailable to BOLD only clients.

This article provides guidance on setting up and integrating Benefit Harbor (BH) within Avionté Back Office, covering the initial integration setup.

Useful Links

• Admin Tools: Transaction Types
• Add/Edit Transaction Types
• Transaction Type Groups

Setup

Refer to the above links to create a Deduction Category called Benefit Harbor (BH) in your Back Office instance. Create Transaction Types relevant to BH enrollment plans and ensure that you select the Deduction Category as "Benefit Harbor" for all those transaction types.

Avionté has added the ability to configure a default Deduction Authority agency for each supplier within Talent Benefit partner integrations such as BH. A new Supplier grid is now available within qualifying Transaction Type Groups in Classic Back Office, where you can assign a Deduction Authority agency per supplier. When a partner integration creates a new benefit deduction for an employee, the correct agency is inserted automatically—no manual entry required.

Deductions will be setup in the talent's home supplier by default. If that talent is placed in a different supplier, they will be alerted by a DRM and users in Back Office will need to manually move the talent to the relevant supplier.

Important: When creating transaction types, always check the "Is Permanent" checkbox. This setting is required for transaction types to function as deductions on talent records. If this checkbox is left unchecked, the integration will encounter errors when attempting to automatically create talent deductions.

For Example:

Create a new Transaction Type Group Actions > Admin tools > Transaction Type > Groups

Ensure that the Name of the Group is "Benefit Harbor Talent Benefits"

You can search all the relevant BH Transaction Types created above in the previous step, add them to the BH Talent Benefits Group by clicking on the Assign icon. Make sure you have added all the plans to the Group.

Payroll Processing

By default, employee deductions automatically set up using this integration are flagged during payroll processing. This allows users to review the automatically set deductions and make changes if necessary before posting the payroll. Once reviewed, users can remove the flag if further changes are not required.

A configuration option (FlagPartnerBenefitEnrollmentDeductionAndContribution) is available in Back Office that controls this flagging behavior. When set to False, BH deductions will not be automatically flagged during payroll processing, eliminating the need for manual unflagging and streamlining the payroll workflow. The default setting is True, which preserves the current automatic flagging behavior.

To modify this setting:

1. Navigate to Back Office configuration settings
2. Locate the FlagPartnerBenefitEnrollmentDeductionAndContribution option
3. Set to True to automatically flag BH deductions during payroll (default)
4. Set to False to prevent automatic flagging

Once the payroll is processed, BH deductions are withheld for the employee based on the setup. Once you post the payroll, the deduction information is sent to BH automatically for further processing.

Additional Resources

• Employee Payroll - Deduction
• DRMs Payroll